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Willamette Valley Vineyards
WVVI

Overview Fund Activity

28 hedge funds and large institutions have $2.6M invested in Willamette Valley Vineyards in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Clearview Wealth Advisors
Oregon
$227K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$803K
3
CG
3
Colony Group
Massachusetts
$169K
4
WWM
4
Wolff Wiese Magana
California
$1K
5
UBS Group
5
UBS Group
Switzerland
$5K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1K
2
Morgan Stanley
2
Morgan Stanley
New York
$32K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13K
4
Bank of America
4
Bank of America
North Carolina
$10K
5
BWM
5
BNC Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$803K 126,047 +13,969 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441K 69,363 – –
NCM
3
Next Capital Management
New York
$357K 56,121 – –
CWA
4
Clearview Wealth Advisors
Oregon
$227K 35,674 +35,674 New
CG
5
Colony Group
Massachusetts
$169K 26,600 +1,000 +4%
TA
6
Teton Advisors
New York
$147K 23,000 – –
GF
7
Gabelli Funds
New York
$127K 20,000 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$74K 11,613 – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$69K 10,850 – –
JIR
10
James Investment Research
Ohio
$51K 7,975 – –
Morgan Stanley
11
Morgan Stanley
New York
$32K 4,950 -1,000 -17%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$32K 5,003 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$13K 2,200 -365 -14%
Wells Fargo
14
Wells Fargo
California
$12K 1,823 – –
Bank of America
15
Bank of America
North Carolina
$10K 1,600 -322 -17%
TCOV
16
Trust Company of Vermont
Vermont
$10K 1,625 – –
BlackRock
17
BlackRock
New York
$5K 794 – –
UBS Group
18
UBS Group
Switzerland
$5K 760 +103 +16%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$3K 500 – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2K 315 – –
PA
21
Parallel Advisors
California
$2K 300 +100 +50%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K 100 -4,186 -98%
SBL
23
Sargent Bickham Lagudis
Colorado
$1K 200 – –
AAP
24
Arax Advisory Partners
Colorado
$1K 100 – –
WWM
25
Wolff Wiese Magana
California
$1K 144 +144 New
1
2