Willamette Valley Vineyards
WVVI
24 hedge funds and large institutions have $2.73M invested in Willamette Valley Vineyards in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
9% more capital invested
Capital invested by funds: $2.51M → $2.73M (+$218K)
0.49% more ownership
Funds ownership: 6.26% → 6.75% (+0.49%)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$142K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$43K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$8.01K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.2K |
| 5 |
Morgan Stanley
New York
|
+$808 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$4K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.8K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$2.33K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$800 |
WVVI Hedge Fund Activity: Q2 2017 in Review
24 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q2 2017, worth a combined $2.73M — up 8.7% from $2.51M a quarter earlier.
Fund positioning in WVVI was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $142K. The largest seller was Creative Planning, cutting an estimated $4K.
- 24 institutional investors held Willamette Valley Vineyards (WVVI) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $2.73M of Willamette Valley Vineyards stock for Q2 2017, up 8.7% quarter-over-quarter.
- 1 fund opened new Willamette Valley Vineyards positions in Q2 2017 and 1 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q2 2017 was Renaissance Technologies, an estimated $142K added.
- The largest Willamette Valley Vineyards seller in Q2 2017 was Creative Planning, an estimated $4K sold.
Based on aggregated 13F filings for Q2 2017.