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Willamette Valley Vineyards

34 hedge funds and large institutions have $5.9M invested in Willamette Valley Vineyards in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M 204,942 +17,165 +9%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.45M 167,014 +38,429 +30%
NCM
3
Next Capital Management
New York
$476K 54,800
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$379K 43,672 +36 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$222K 25,662
TA
6
Teton Advisors
New York
$199K 23,000
CG
7
Colony Group
Massachusetts
$198K 22,921
GF
8
Gabelli Funds
New York
$173K 20,000
CWA
9
Clearview Wealth Advisors
Oregon
$135K 15,574 -100 -0.6%
Bank of America
10
Bank of America
North Carolina
$132K 15,245 +39 +0.3%
State Street
11
State Street
Massachusetts
$119K 13,712
BlackRock
12
BlackRock
New York
$117K 13,476 +551 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$112K 12,916 +5,131 +66%
NA
14
Navellier & Associates
Nevada
$95K 11,015 +11,015 New
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$94K 10,850
JIR
16
James Investment Research
Ohio
$69K 7,921 -498 -6%
Wells Fargo
17
Wells Fargo
California
$38K 4,378 +1,000 +30%
Morgan Stanley
18
Morgan Stanley
New York
$37K 4,326 +147 +4%
UBS Group
19
UBS Group
Switzerland
$35K 3,963 +3,123 +372%
TRCT
20
Tower Research Capital (TRC)
New York
$15K 1,701 +1,609 +1,749%
IAG
21
Investmark Advisory Group
Connecticut
$10K 1,199 +1,199 New
TCOV
22
Trust Company of Vermont
Vermont
$4K 425 +425 New
TWC
23
TD Waterhouse Canada
Ontario, Canada
$3.66K 320 +320 New
PA
24
Parallel Advisors
California
$3K 300
US Bancorp
25
US Bancorp
Minnesota
$3K 400