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Willamette Valley Vineyards
WVVI

Overview Fund Activity

33 hedge funds and large institutions have $3.86M invested in Willamette Valley Vineyards in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$69.4K
2
TRCT
2
Tower Research Capital (TRC)
New York
$11K
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.37K

Top Sellers

1
CG
1
Colony Group
Massachusetts
$145K
2
Bank of America
2
Bank of America
North Carolina
$9.69K
3
UBS Group
3
UBS Group
Switzerland
$2.77K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$545K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36M 225,441 -900 -0.4%
Renaissance Technologies
2
Renaissance Technologies
New York
$545K 90,152 -2,200 -2%
NCM
3
Next Capital Management
New York
$338K 54,800 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$310K 50,325 -1,158 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165K 26,740 – –
CG
6
Colony Group
Massachusetts
$145K 23,921 -12,000 -33%
TA
7
Teton Advisors
New York
$139K 23,000 – –
GF
8
Gabelli Funds
New York
$121K 20,000 – –
Creative Planning
9
Creative Planning
Kansas
$96.1K 15,600 – –
CWA
10
Clearview Wealth Advisors
Oregon
$94.2K 15,574 – –
State Street
11
State Street
Massachusetts
$86.9K 14,112 – –
NA
12
NewEdge Advisors
Louisiana
$78.2K 12,921 – –
JIR
13
James Investment Research
Ohio
$78K 12,921 – –
Wells Fargo
14
Wells Fargo
California
$77.6K 12,827 -299 -2%
BlackRock
15
BlackRock
New York
$69.4K 11,468 +336 +3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67K 10,850 – –
Morgan Stanley
17
Morgan Stanley
New York
$22.2K 3,675 – –
US Bancorp
18
US Bancorp
Minnesota
$16.3K 2,700 – –
TRCT
19
Tower Research Capital (TRC)
New York
$11K 1,762 +239 +16%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.5K 1,728 – –
Bank of America
21
Bank of America
North Carolina
$9.69K 1,602 -11,691 -88%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$6.05K 1,000 – –
UBS Group
23
UBS Group
Switzerland
$2.77K 457 -3,662 -89%
NIC
24
Northwest Investment Counselors
Oregon
$2.46K 400 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.91K 315 – –
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