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Willamette Valley Vineyards
WVVI

Overview Fund Activity

34 hedge funds and large institutions have $3.22M invested in Willamette Valley Vineyards in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$53.7K
2
Morgan Stanley
2
Morgan Stanley
New York
$83.3K
3
CAM
3
Clarity Asset Management
Iowa
$3.75K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$82.7K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$444K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$198K
4
BlackRock
4
BlackRock
New York
$59.1K
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.31K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2M 224,812 +517 +0.2%
Renaissance Technologies
2
Renaissance Technologies
New York
$444K 82,952 -1,600 -2%
NCM
3
Next Capital Management
New York
$290K 54,800 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$198K 37,324 -1,581 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$148K 27,925 – –
TA
6
Teton Advisors
New York
$123K 23,000 – –
GF
7
Gabelli Funds
New York
$107K 20,000 – –
Morgan Stanley
8
Morgan Stanley
New York
$83.3K 15,550 +8,175 +111%
Creative Planning
9
Creative Planning
Kansas
$82.7K 15,600 -15,500 -50%
CWA
10
Clearview Wealth Advisors
Oregon
$82.5K 15,574 – –
State Street
11
State Street
Massachusetts
$74.8K 14,112 – –
JIR
12
James Investment Research
Ohio
$69.2K 12,921 – –
NA
13
NewEdge Advisors
Louisiana
$66K 12,921 – –
BlackRock
14
BlackRock
New York
$59.1K 11,030 -924 -8%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$58K 10,850 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$53.7K 10,137 +10,137 New
US Bancorp
17
US Bancorp
Minnesota
$14.5K 2,700 – –
Wells Fargo
18
Wells Fargo
California
$13.5K 2,511 +1 +0%
TRCT
19
Tower Research Capital (TRC)
New York
$10.7K 1,998 +88 +5%
Bank of America
20
Bank of America
North Carolina
$8.58K 1,602 +1 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.83K 1,462 -166 -10%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$5.3K 1,000 – –
SPIA
23
Steward Partners Investment Advisory
New York
$4.31K 805 -300 -27%
CAM
24
Clarity Asset Management
Iowa
$3.75K 700 +700 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K 266 +126 +90%
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