Willamette Valley Vineyards
WVVI
33 hedge funds and large institutions have $3.86M invested in Willamette Valley Vineyards in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $3.69M → $3.86M (+$171K)
0.34% more ownership
Funds ownership: 12.44% → 12.79% (+0.34%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less funds holding
Funds holding: 34 → 33 (-1)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.08K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.48K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$74.4K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$72.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.7K |
| 4 |
Renaissance Technologies
New York
|
-$13.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.4K |
WVVI Hedge Fund Activity: Q1 2023 in Review
33 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2023, worth a combined $3.86M — up 4.6% from $3.69M a quarter earlier.
Fund positioning in WVVI was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 7 trimmed.
The largest buyer was BlackRock, adding an estimated $2.08K. The largest seller was Colony Group, cutting an estimated $74.4K.
- 33 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2023, down from 34 in Q4 2022.
- Funds reported $3.86M of Willamette Valley Vineyards stock for Q1 2023, up 4.6% quarter-over-quarter.
- 2 funds opened new Willamette Valley Vineyards positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Willamette Valley Vineyards buyer in Q1 2023 was BlackRock, an estimated $2.08K added.
- The largest Willamette Valley Vineyards seller in Q1 2023 was Colony Group, an estimated $74.4K sold.
Based on aggregated 13F filings for Q1 2023.