Willamette Valley Vineyards
WVVI
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.
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.23% less ownership
Funds ownership: 7.21% → 6.99% (-0.23%)
7% less capital invested
Capital invested by funds: $2.97M → $2.76M (-$206K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$16.1K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.3K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$53.3K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$29.5K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$21.7K |
| 4 |
BlackRock
New York
|
-$18.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.24K |
WVVI Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2018, worth a combined $2.76M — down 6.9% from $2.97M a quarter earlier.
Fund positioning in WVVI was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was Steinberg Global Asset Management, adding an estimated $16.1K. The largest seller was Renaissance Technologies, cutting an estimated $53.3K.
- 23 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $2.76M of Willamette Valley Vineyards stock for Q1 2018, down 6.9% quarter-over-quarter.
- 1 fund opened new Willamette Valley Vineyards positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2018 was Steinberg Global Asset Management, an estimated $16.1K added.
- The largest Willamette Valley Vineyards seller in Q1 2018 was Renaissance Technologies, an estimated $53.3K sold.
Based on aggregated 13F filings for Q1 2018.