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Willamette Valley Vineyards
WVVI

Overview Fund Activity

23 hedge funds and large institutions have $2.76M invested in Willamette Valley Vineyards in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGAM
1
Steinberg Global Asset Management
Florida
$168K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$548K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$848K
2
Deutsche Bank
2
Deutsche Bank
Germany
$112K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$11K
4
BlackRock
4
BlackRock
New York
$12K
5
UBS Group
5
UBS Group
Switzerland
$15K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$848K 106,762 -6,632 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$548K 69,821 +1,633 +2%
PCM
3
Perritt Capital Management
Illinois
$326K 40,000 – –
TA
4
Teton Advisors
New York
$183K 23,000 – –
SGAM
5
Steinberg Global Asset Management
Florida
$168K 21,100 +2,000 +10%
GF
6
Gabelli Funds
New York
$159K 20,000 – –
Deutsche Bank
7
Deutsche Bank
Germany
$112K 14,187 -3,672 -21%
RJA
8
Raymond James & Associates
Florida
$104K 13,075 – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$85K 10,850 – –
JIR
10
James Investment Research
Ohio
$59K 7,425 – –
TCOV
11
Trust Company of Vermont
Vermont
$48K 6,000 – –
Morgan Stanley
12
Morgan Stanley
New York
$36K 4,585 – –
UBS Group
13
UBS Group
Switzerland
$15K 1,821 -652 -26%
Wells Fargo
14
Wells Fargo
California
$13K 1,600 – –
BlackRock
15
BlackRock
New York
$12K 1,563 -2,312 -60%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$11K 1,348 -2,703 -67%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11K 1,403 +1,402 +140,200%
Bank of America
18
Bank of America
North Carolina
$8K 1,062 -50 -4%
PS
19
Portfolio Solutions
Michigan
$7K 850 – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3K 315 +315 New
PA
21
Parallel Advisors
California
$2K 200 – –
CHP
22
Cable Hill Partners
Oregon
$2K 260 – –
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
– – -550 Closed
ASN
24
Advisory Services Network
Georgia
$0 49 – –