Willamette Valley Vineyards
WVVI
38 hedge funds and large institutions have $6.24M invested in Willamette Valley Vineyards in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
12% more funds holding
Funds holding: 34 → 38 (+4)
6% more capital invested
Capital invested by funds: $5.9M → $6.24M (+$340K)
0.16% more ownership
Funds ownership: 13.72% → 13.89% (+0.16%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$145K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$122K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.1K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$16.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$240K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.7K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16K |
| 5 |
IAG
Investmark Advisory Group
Shelton,
Connecticut
|
-$10K |
WVVI Hedge Fund Activity: Q1 2022 in Review
38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2022, worth a combined $6.24M — up 5.8% from $5.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WVVI positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $145K. The largest seller was Renaissance Technologies, cutting an estimated $240K.
- 38 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2022, up from 34 in Q4 2021.
- Funds reported $6.24M of Willamette Valley Vineyards stock for Q1 2022, up 5.8% quarter-over-quarter.
- 8 funds opened new Willamette Valley Vineyards positions in Q1 2022 and 4 closed out, a net change of +4 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2022 was Creative Planning, an estimated $145K added.
- The largest Willamette Valley Vineyards seller in Q1 2022 was Renaissance Technologies, an estimated $240K sold.
Based on aggregated 13F filings for Q1 2022.