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Willamette Valley Vineyards
WVVI

Overview Fund Activity

31 hedge funds and large institutions have $3.99M invested in Willamette Valley Vineyards in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$92K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$672K
4
UBS Group
4
UBS Group
Switzerland
$31K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$122K

Top Sellers

1
CWA
1
Clearview Wealth Advisors
Oregon
$196K
2
NCM
2
Next Capital Management
New York
$496K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16K
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.37M 151,403 +25,356 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$672K 74,255 +4,892 +7%
NCM
3
Next Capital Management
New York
$496K 54,800 -1,321 -2%
CG
4
Colony Group
Massachusetts
$241K 26,600 – –
TA
5
Teton Advisors
New York
$208K 23,000 – –
CWA
6
Clearview Wealth Advisors
Oregon
$196K 21,674 -14,000 -39%
GF
7
Gabelli Funds
New York
$181K 20,000 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$122K 13,513 +1,900 +16%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$98K 10,850 – –
Citadel Advisors
10
Citadel Advisors
Florida
$92K 10,191 +10,191 New
JIR
11
James Investment Research
Ohio
$72K 7,975 – –
Morgan Stanley
12
Morgan Stanley
New York
$48K 5,350 +400 +8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$45K 5,003 – –
UBS Group
14
UBS Group
Switzerland
$31K 3,413 +2,653 +349%
Osaic Holdings
15
Osaic Holdings
Arizona
$16K 1,800 -400 -18%
Wells Fargo
16
Wells Fargo
California
$16K 1,824 +1 +0.1%
TCOV
17
Trust Company of Vermont
Vermont
$15K 1,625 – –
Bank of America
18
Bank of America
North Carolina
$14K 1,617 +17 +1%
WCM
19
Wealthcare Capital Management
Virginia
$14K 1,520 +1,520 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K 1,100 +1,000 +1,000%
GWM
21
Geneos Wealth Management
Colorado
$9K 750 +750 New
BlackRock
22
BlackRock
New York
$7K 794 – –
US Bancorp
23
US Bancorp
Minnesota
$4K 400 +400 New
PA
24
Parallel Advisors
California
$3K 300 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3K 315 – –
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