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Willamette Valley Vineyards
WVVI

Overview Fund Activity

35 hedge funds and large institutions have $2.11M invested in Willamette Valley Vineyards in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
1
Wedbush Securities
California
$35K
2
Wells Fargo
2
Wells Fargo
California
$17.4K
3
SPIA
3
Steward Partners Investment Advisory
New York
$17.6K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$121K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$54.6K
2
BlackRock
2
BlackRock
New York
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$270K
5
UBS Group
5
UBS Group
Switzerland
$97
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$782K 224,812 – –
Renaissance Technologies
2
Renaissance Technologies
New York
$270K 77,652 -2,300 -3%
NCM
3
Next Capital Management
New York
$191K 54,800 – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$121K 34,786 +934 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$104K 29,941 -3,743 -11%
TA
6
Teton Advisors
New York
$80K 23,000 – –
GF
7
Gabelli Funds
New York
$69.6K 20,000 – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$54.6K 15,686 -6,202 -28%
Creative Planning
9
Creative Planning
Kansas
$54.3K 15,600 – –
CWA
10
Clearview Wealth Advisors
Oregon
$54.2K 15,574 – –
NA
11
NewEdge Advisors
Louisiana
$45K 12,921 – –
JIR
12
James Investment Research
Ohio
$45K 12,921 – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$38K 10,850 – –
State Street
14
State Street
Massachusetts
$37.2K 10,700 – –
WS
15
Wedbush Securities
California
$35K 10,099 +10,099 New
DLP
16
De Lisle Partners
United Kingdom
$34.3K 10,000 – –
Morgan Stanley
17
Morgan Stanley
New York
$24.3K 6,975 – –
SPIA
18
Steward Partners Investment Advisory
New York
$17.6K 5,049 +1,444 +40%
Wells Fargo
19
Wells Fargo
California
$17.4K 5,000 +2,500 +100%
US Bancorp
20
US Bancorp
Minnesota
$9.4K 2,700 – –
TRCT
21
Tower Research Capital (TRC)
New York
$5.95K 1,711 -637 -27%
Bank of America
22
Bank of America
North Carolina
$5.7K 1,637 -100 -6%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$3.83K 1,100 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$3.48K 1,000 – –
CAM
25
Clarity Asset Management
Iowa
$2.44K 700 – –
1
2