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Willamette Valley Vineyards
WVVI

Overview Fund Activity

23 hedge funds and large institutions have $2.97M invested in Willamette Valley Vineyards in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$936K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$568K
3
Deutsche Bank
3
Deutsche Bank
Germany
$147K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$33K
5
Morgan Stanley
5
Morgan Stanley
New York
$38K

Top Sellers

1
PCM
1
Perritt Capital Management
Illinois
$330K
2
IA
2
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$936K 113,394 +20,894 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568K 68,188 +7,629 +13%
PCM
3
Perritt Capital Management
Illinois
$330K 40,000 -2,400 -6%
TA
4
Teton Advisors
New York
$190K 23,000 – –
GF
5
Gabelli Funds
New York
$165K 20,000 – –
SGAM
6
Steinberg Global Asset Management
Florida
$159K 19,100 +500 +3%
Deutsche Bank
7
Deutsche Bank
Germany
$147K 17,859 +3,304 +23%
RJA
8
Raymond James & Associates
Florida
$108K 13,075 – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$90K 10,850 – –
JIR
10
James Investment Research
Ohio
$62K 7,425 – –
TCOV
11
Trust Company of Vermont
Vermont
$50K 6,000 – –
Morgan Stanley
12
Morgan Stanley
New York
$38K 4,585 +850 +23%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$33K 4,051 +2,786 +220%
BlackRock
14
BlackRock
New York
$32K 3,875 – –
UBS Group
15
UBS Group
Switzerland
$20K 2,473 +18 +0.7%
Wells Fargo
16
Wells Fargo
California
$13K 1,600 – –
Bank of America
17
Bank of America
North Carolina
$9K 1,112 – –
PS
18
Portfolio Solutions
Michigan
$7K 850 – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$5K 550 +550 New
CHP
20
Cable Hill Partners
Oregon
$2K 260 – –
PA
21
Parallel Advisors
California
$2K 200 – –
IA
22
IFP Advisors
Florida
– – -1,000 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 1 -500 -100%
ASN
24
Advisory Services Network
Georgia
$0 49 – –