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Willamette Valley Vineyards
WVVI

Overview Fund Activity

31 hedge funds and large institutions have $3.21M invested in Willamette Valley Vineyards in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$644K
2
Deutsche Bank
2
Deutsche Bank
Germany
$66K
3
SGAM
3
Steinberg Global Asset Management
Florida
$156K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$506K
5
TRCT
5
Tower Research Capital (TRC)
New York
$4K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
1
Next Capital Management
New York
$731K 101,400 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$644K 89,280 +8,576 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$506K 70,163 +801 +1%
PCM
4
Perritt Capital Management
Illinois
$288K 40,000 – –
TA
5
Teton Advisors
New York
$166K 23,000 – –
SGAM
6
Steinberg Global Asset Management
Florida
$156K 21,600 +1,000 +5%
GF
7
Gabelli Funds
New York
$144K 20,000 – –
RJA
8
Raymond James & Associates
Florida
$94K 12,975 – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$84K 11,613 – –
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$78K 10,850 – –
Deutsche Bank
11
Deutsche Bank
Germany
$66K 9,247 +1,671 +22%
JIR
12
James Investment Research
Ohio
$53K 7,425 – –
TCOV
13
Trust Company of Vermont
Vermont
$43K 6,000 – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$36K 5,003 – –
Morgan Stanley
15
Morgan Stanley
New York
$31K 4,300 – –
UBS Group
16
UBS Group
Switzerland
$26K 3,568 +267 +8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16K 2,265 – –
BlackRock
18
BlackRock
New York
$12K 1,563 – –
Wells Fargo
19
Wells Fargo
California
$10K 1,300 – –
HI
20
Human Investing
Oregon
$6K 800 – –
Bank of America
21
Bank of America
North Carolina
$4K 500 – –
TRCT
22
Tower Research Capital (TRC)
New York
$4K 532 +315 +145%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2K 315 – –
CHP
24
Cable Hill Partners
Oregon
$2K 260 – –
RIA
25
Realta Investment Advisors
Delaware
$2K 300 +300 New
1
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