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Willamette Valley Vineyards
WVVI

Overview Fund Activity

34 hedge funds and large institutions have $3.08M invested in Willamette Valley Vineyards in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$64.8K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.3K
3
UBS Group
3
UBS Group
Switzerland
$2.26K
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.79K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.9K
2
State Street
2
State Street
Massachusetts
$53.6K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$425K
4
Wells Fargo
4
Wells Fargo
California
$11.7K
5
BlackRock
5
BlackRock
New York
$56.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18M 224,812 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$425K 81,052 -1,900 -2%
NCM
3
Next Capital Management
New York
$275K 54,800 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$187K 37,324 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$140K 27,925 – –
TA
6
Teton Advisors
New York
$121K 23,000 – –
GF
7
Gabelli Funds
New York
$105K 20,000 – –
Creative Planning
8
Creative Planning
Kansas
$78.2K 15,600 – –
CWA
9
Clearview Wealth Advisors
Oregon
$78K 15,574 – –
NA
10
NewEdge Advisors
Louisiana
$67.7K 12,921 – –
JIR
11
James Investment Research
Ohio
$67.7K 12,921 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$64.8K 12,941 +2,804 +28%
BlackRock
13
BlackRock
New York
$56.4K 10,770 -260 -2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$55K 10,850 – –
State Street
15
State Street
Massachusetts
$53.6K 10,700 -3,412 -24%
Morgan Stanley
16
Morgan Stanley
New York
$44.9K 8,575 -6,975 -45%
US Bancorp
17
US Bancorp
Minnesota
$14.1K 2,700 – –
Wells Fargo
18
Wells Fargo
California
$11.7K 2,230 -281 -11%
TRCT
19
Tower Research Capital (TRC)
New York
$10.7K 2,038 +40 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$10.3K 1,962 +500 +34%
Bank of America
21
Bank of America
North Carolina
$8.39K 1,601 -1 -0.1%
SPIA
22
Steward Partners Investment Advisory
New York
$5.79K 1,105 +300 +37%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$4.15K 1,000 – –
CAM
24
Clarity Asset Management
Iowa
$3.67K 700 – –
UBS Group
25
UBS Group
Switzerland
$2.26K 432 +432 New
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