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Willamette Valley Vineyards
WVVI

Overview Fund Activity

36 hedge funds and large institutions have $2.4M invested in Willamette Valley Vineyards in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLP
1
De Lisle Partners
United Kingdom
$39.3K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$86K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$133K
4
SPIA
4
Steward Partners Investment Advisory
New York
$14.2K
5
UBS Group
5
UBS Group
Switzerland
$6.47K

Top Sellers

1
BlackRock
1
BlackRock
New York
$17.7K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$132K
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$314K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.93K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$884K 224,812 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$314K 79,952 -1,100 -1%
NCM
3
Next Capital Management
New York
$215K 54,800 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$133K 33,852 +5,927 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$132K 33,684 -3,640 -10%
TA
6
Teton Advisors
New York
$90.4K 23,000 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$86K 21,888 +8,947 +69%
GF
8
Gabelli Funds
New York
$78.6K 20,000 – –
Creative Planning
9
Creative Planning
Kansas
$61.3K 15,600 – –
CWA
10
Clearview Wealth Advisors
Oregon
$61.2K 15,574 – –
JIR
11
James Investment Research
Ohio
$50.8K 12,921 – –
NA
12
NewEdge Advisors
Louisiana
$50.8K 12,921 – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$43K 10,850 – –
State Street
14
State Street
Massachusetts
$42.1K 10,700 – –
DLP
15
De Lisle Partners
United Kingdom
$39.3K 10,000 +10,000 New
Morgan Stanley
16
Morgan Stanley
New York
$27.4K 6,975 -1,600 -19%
BlackRock
17
BlackRock
New York
$17.7K 4,514 -6,256 -58%
SPIA
18
Steward Partners Investment Advisory
New York
$14.2K 3,605 +2,500 +226%
US Bancorp
19
US Bancorp
Minnesota
$10.6K 2,700 – –
Wells Fargo
20
Wells Fargo
California
$9.83K 2,500 +270 +12%
TRCT
21
Tower Research Capital (TRC)
New York
$9.23K 2,348 +310 +15%
Bank of America
22
Bank of America
North Carolina
$6.83K 1,737 +136 +8%
UBS Group
23
UBS Group
Switzerland
$6.47K 1,645 +1,213 +281%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$4.34K 1,100 +100 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.93K 1,000 -962 -49%
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