Willamette Valley Vineyards
WVVI
34 hedge funds and large institutions have $3.69M invested in Willamette Valley Vineyards in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
6% more funds holding
Funds holding: 32 → 34 (+2)
0.62% less ownership
Funds ownership: 13.06% → 12.44% (-0.62%)
8% less capital invested
Capital invested by funds: $4M → $3.69M (-$310K)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$219K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.2K |
| 4 |
RBC
Romano Brothers & Co
Evanston,
Illinois
|
+$6.09K |
| 5 |
BlackRock
New York
|
+$1.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$80K |
| 2 |
Renaissance Technologies
New York
|
-$69.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.22K |
WVVI Hedge Fund Activity: Q4 2022 in Review
34 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q4 2022, worth a combined $3.69M — down 7.7% from $4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WVVI positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $219K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $80K sold.
- 34 institutional investors held Willamette Valley Vineyards (WVVI) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $3.69M of Willamette Valley Vineyards stock for Q4 2022, down 7.7% quarter-over-quarter.
- 4 funds opened new Willamette Valley Vineyards positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest Willamette Valley Vineyards buyer in Q4 2022 was Colony Group, an estimated $219K added.
- The largest Willamette Valley Vineyards seller in Q4 2022 was Bridgeway Capital Management, an estimated $80K sold.
Based on aggregated 13F filings for Q4 2022.