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Willamette Valley Vineyards
WVVI

Overview Fund Activity

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.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$140K
2
BCM
2
Bridgeway Capital Management
Texas
$117K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.93M
4
NA
4
Navellier & Associates
Nevada
$115K
5
UBS Group
5
UBS Group
Switzerland
$51K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.28M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$99K
3
Bank of America
3
Bank of America
North Carolina
$120K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$379K
5
IAG
5
Investmark Advisory Group
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93M 213,403 +8,461 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.28M 141,357 -25,657 -15%
NCM
3
Next Capital Management
New York
$495K 54,800 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$379K 41,965 -1,707 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$233K 25,860 +198 +0.8%
TA
6
Teton Advisors
New York
$208K 23,000 – –
CG
7
Colony Group
Massachusetts
$207K 22,921 – –
GF
8
Gabelli Funds
New York
$181K 20,000 – –
CWA
9
Clearview Wealth Advisors
Oregon
$141K 15,574 – –
Creative Planning
10
Creative Planning
Kansas
$140K 15,500 +15,500 New
State Street
11
State Street
Massachusetts
$127K 14,112 +400 +3%
Bank of America
12
Bank of America
North Carolina
$120K 13,358 -1,887 -12%
BlackRock
13
BlackRock
New York
$117K 12,891 -585 -4%
BCM
14
Bridgeway Capital Management
Texas
$117K 13,000 +13,000 New
NA
15
Navellier & Associates
Nevada
$115K 12,751 +1,736 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$99K 10,922 -1,994 -15%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$98K 10,850 – –
JIR
18
James Investment Research
Ohio
$72K 7,921 – –
UBS Group
19
UBS Group
Switzerland
$51K 5,663 +1,700 +43%
Wells Fargo
20
Wells Fargo
California
$43K 4,724 +346 +8%
Morgan Stanley
21
Morgan Stanley
New York
$37K 4,078 -248 -6%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$9K 1,000 – –
TRCT
23
Tower Research Capital (TRC)
New York
$6K 643 -1,058 -62%
PFS
24
Prospera Financial Services
Texas
$5K 500 +500 New
GAM
25
Gemmer Asset Management
California
$5K 600 +600 New
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