Willamette Valley Vineyards
WVVI
23 hedge funds and large institutions have $2.57M invested in Willamette Valley Vineyards in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.2% less ownership
Funds ownership: 6.75% → 6.54% (-0.2%)
4% less funds holding
Funds holding: 24 → 23 (-1)
6% less capital invested
Capital invested by funds: $2.73M → $2.57M (-$152K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$96.7K |
| 2 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
+$48K |
| 3 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$24K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$270K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.6K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.44K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.25K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1K |
WVVI Hedge Fund Activity: Q3 2017 in Review
23 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q3 2017, worth a combined $2.57M — down 5.6% from $2.73M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WVVI and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Renaissance Technologies, adding an estimated $96.7K. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $270K sold.
- 23 institutional investors held Willamette Valley Vineyards (WVVI) as of Q3 2017, down from 24 in Q2 2017.
- Funds reported $2.57M of Willamette Valley Vineyards stock for Q3 2017, down 5.6% quarter-over-quarter.
- 1 fund opened new Willamette Valley Vineyards positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest Willamette Valley Vineyards buyer in Q3 2017 was Renaissance Technologies, an estimated $96.7K added.
- The largest Willamette Valley Vineyards seller in Q3 2017 was Geneos Wealth Management, an estimated $270K sold.
Based on aggregated 13F filings for Q3 2017.