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Willamette Valley Vineyards
WVVI

Overview Fund Activity

29 hedge funds and large institutions have $2.97M invested in Willamette Valley Vineyards in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Next Capital Management
New York
$699K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$478K
3
HI
3
Human Investing
Oregon
$6K
4
TRCT
4
Tower Research Capital (TRC)
New York
$1K
5
US Bancorp
5
US Bancorp
Minnesota
$1K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$556K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$52K
4
SGAM
4
Steinberg Global Asset Management
Florida
$142K
5
Bank of America
5
Bank of America
North Carolina
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
1
Next Capital Management
New York
$699K 101,400 +101,400 New
Renaissance Technologies
2
Renaissance Technologies
New York
$556K 80,704 -18,728 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$478K 69,362 +1,970 +3%
PCM
4
Perritt Capital Management
Illinois
$276K 40,000 – –
TA
5
Teton Advisors
New York
$158K 23,000 – –
SGAM
6
Steinberg Global Asset Management
Florida
$142K 20,600 -1,500 -7%
GF
7
Gabelli Funds
New York
$138K 20,000 – –
RJA
8
Raymond James & Associates
Florida
$89K 12,975 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80K 11,613 – –
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$75K 10,850 – –
Deutsche Bank
11
Deutsche Bank
Germany
$52K 7,576 -4,532 -37%
JIR
12
James Investment Research
Ohio
$51K 7,425 – –
TCOV
13
Trust Company of Vermont
Vermont
$41K 6,000 – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$34K 5,003 – –
Morgan Stanley
15
Morgan Stanley
New York
$30K 4,300 -285 -6%
UBS Group
16
UBS Group
Switzerland
$23K 3,301 -259 -7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16K 2,265 – –
BlackRock
18
BlackRock
New York
$10K 1,563 – –
Wells Fargo
19
Wells Fargo
California
$9K 1,300 – –
HI
20
Human Investing
Oregon
$6K 800 +800 New
Bank of America
21
Bank of America
North Carolina
$3K 500 -1,633 -77%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2K 315 – –
CHP
23
Cable Hill Partners
Oregon
$2K 260 – –
PA
24
Parallel Advisors
California
$1K 200 – –
US Bancorp
25
US Bancorp
Minnesota
$1K 200 +200 New
1
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