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Willamette Valley Vineyards
WVVI

Overview Fund Trends Analyst Outlook Journalist POV

31 hedge funds and large institutions have $3.08M invested in Willamette Valley Vineyards in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

more funds holding

Funds holding: →

4% less capital invested

Capital invested by funds: $3.21M → $3.08M (-$130K)

Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$170K
2
+$43.6K
3
+$9.97K
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$4K
5
BlackRock
BlackRock
New York
+$1.24K

Top Sellers

1
-$69.3K
2
-$2K
3
-$287
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$702K
2
$661K
3
$486K
4
$208K
5
$170K
6
$159K
7
$138K
8
$90K
9
$80K
10
$75K
11
$63K
12
$51K
13
$42K
14
$35K
15
$35K
16
$30K
17
$16K
18
$12K
19
$9K
20
$4K
21
$3K
22
$2K
23
$2K
24
$1K
25
$1K
1
2