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Vintage Wine Estates (VWE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Vintage Wine Estates (NASDAQ:VWE)

Current
Institutional Ownership
Percentage
69.82%
Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.52M
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VWE Institutional Buying and Selling by Quarter

Vintage Wine Estates Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Paradice Investment Management LLC1,725,145$621K0.1%-26.2%2.749%
4/18/2024Wasatch Advisors LP3,187,139$1.15M0.0%-40.4%5.078%
2/14/2024Wasatch Advisors LP5,345,532$2.69M0.0%-21.7%8.965%
2/8/2024Paradice Investment Management LLC2,337,828$1.17M0.1%-39.9%3.921%
11/9/2023EMC Capital Management57,821$33K0.0%+1,499.5%0.097%
10/20/2023U.S. Capital Wealth Advisors LLC66,949$38K0.0%N/A0.112%
10/18/2023Next Capital Management LLC100,049$57K0.0%N/A0.168%
8/14/2023ArrowMark Colorado Holdings LLC566,077$484K0.0%-48.4%0.954%
8/8/2023Wasatch Advisors LP8,669,500$7.42M0.0%-9.2%14.610%
7/31/2023Verdence Capital Advisors LLC52,630$45K0.0%+235.0%0.089%
5/1/2023Arete Wealth Advisors LLC10,384$11.11B0.0%N/A0.017%
3/23/2023MetLife Investment Management LLC19,796$65K0.0%N/A0.032%
2/15/2023 Fortis Advisors LLC15,000$49K0.0%N/A0.024%
2/14/2023Knightsbridge Asset Management LLC73,920$241K0.0%-36.7%0.120%
2/13/2023EMC Capital Management57,821$188K0.2%-30.2%0.094%
2/13/2023Fuller & Thaler Asset Management Inc.710,190$2.32M0.0%N/A1.151%
2/10/2023Connor Clark & Lunn Investment Management Ltd.28,609$93K0.0%N/A0.046%
2/2/2023 Nisa Investment Advisors LLC25,042$82K0.0%N/A0.041%
1/19/2023 Sterneck Capital Management LLC10,475$34K0.0%-31.6%0.017%
1/11/2023VERITY Wealth Advisors10,000$33K0.0%N/A0.016%
11/15/2022EMC Capital Management82,821$229K0.2%-41.1%0.134%
11/15/2022Petrus Trust Company LTA27,019$75K0.0%N/A0.044%
11/14/2022Shaolin Capital Management LLC395,999$178K0.0%N/A0.642%
11/14/2022PDT Partners LLC28,014$78K0.0%+88.5%0.045%
11/10/2022RK Capital Management LLC1,195,200$3.31M0.8%-14.1%1.937%
11/9/2022Zurcher Kantonalbank Zurich Cantonalbank9,500$26K0.0%N/A0.015%
11/7/2022Jump Financial LLC31,800$88K0.0%+141.3%0.052%
11/2/2022Stephens Inc. AR64,718$179K0.0%-16.7%0.105%
10/31/2022 SG Americas Securities LLC21,485$60K0.0%+100.0%0.035%
8/16/2022Penn Capital Management Company LLC131,683$1.04M0.1%-56.1%0.216%
8/15/2022Knightsbridge Asset Management LLC119,238$937K0.2%+100.9%0.196%
8/12/2022EMC Capital Management140,705$1.11M0.9%-33.4%0.231%
8/9/2022Swiss National Bank72,600$571K0.0%N/A0.119%
8/9/2022Shell Asset Management Co.13,029$102K0.0%N/A0.021%
7/29/2022 SG Americas Securities LLC10,742$84K0.0%N/A0.018%
7/29/2022Russell Investments Group Ltd.28,990$226K0.0%N/A0.048%
7/25/2022Strs Ohio7,500$58K0.0%N/A0.012%
7/19/2022Paradice Investment Management LLC3,893,803$30.61M2.3%-5.1%6.389%
7/8/2022Nkcfo LLC39,000$307K0.1%+44.4%0.064%
5/13/2022RK Capital Management LLC1,471,100$14.52M2.8%-3.3%2.385%
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5/11/2022Picton Mahoney Asset Management157,109$1.55M0.1%-23.6%0.255%
5/10/2022Paradice Investment Management LLC4,103,394$40.50M2.4%-0.3%6.652%
5/9/2022Qube Research & Technologies Ltd27,728$274K0.0%+43.9%0.045%
5/5/2022Solstein Capital LLC11,521$114K0.1%-61.6%0.019%
5/4/2022Stephens Inc. AR79,033$780K0.0%+28.7%0.128%
5/3/2022 Sterneck Capital Management LLC14,305$141K0.1%+36.0%0.023%
4/28/2022Nkcfo LLC27,000$266K0.1%N/A0.044%
4/26/2022Sciencast Management LP30,877$306K0.1%N/A0.050%
4/25/2022Burleson & Company LLC3,520$35K0.0%N/A0.006%
4/20/2022 Gemmer Asset Management LLC3,100$30K0.0%+55.0%0.005%
3/7/2022Stephens Inc. AR61,393$726K0.0%+17.3%0.100%
2/19/2022Wexford Capital LP175,000$2.07M0.1%N/A0.284%
2/19/2022Weiss Multi Strategy Advisers LLC1,261,209$14.91M0.3%-1.5%2.044%
2/16/2022Wasatch Advisors Inc.14,512,953$171.54M0.7%-0.3%24.003%
2/15/2022Mirabella Financial Services LLP10,411$123K0.0%N/A0.017%
2/11/2022PEAK6 Investments LLC58,459$691K0.0%N/A0.097%
2/10/2022EMC Capital Management465,942$5.17M2.8%+116.7%0.771%
2/10/2022Paradice Investment Management LLC4,117,050$48.66M2.1%-2.5%6.809%
2/10/2022Qube Research & Technologies Ltd19,266$228K0.0%N/A0.032%
2/10/2022Picton Mahoney Asset Management205,700$2.43M0.1%-0.6%0.340%
2/10/2022Caspian Capital LP1,457,544$17.23M7.4%N/A2.411%
2/10/2022HighTower Advisors LLC11,154$132K0.0%-16.8%0.018%
2/8/2022Northern Trust Corp51,529$609K0.0%+2.6%0.085%
2/1/2022Qube Research & Technologies Ltd19,266$228K0.0%N/A0.032%
1/27/2022Solstein Capital LLC30,034$355K0.2%N/A0.050%
1/25/2022 Sterneck Capital Management LLC10,521$124K0.1%N/A0.017%
1/24/2022National Bank of Canada FI20,176$238K0.0%N/A0.033%
1/21/2022Cooper Haims Advisors LLC10,000$118K0.1%N/A0.017%
11/17/2021ArrowMark Colorado Holdings LLC740,000$7.56M0.1%+17.5%1.224%
11/16/2021Uniplan Investment Counsel Inc.307,342$3.14M0.2%-1.3%0.508%
11/15/2021Alberta Investment Management Corp493,238$5.04M0.0%+2.7%0.816%
11/15/2021Penserra Capital Management LLC3,972$40K0.0%-36.5%0.007%
11/15/2021Knightsbridge Asset Management LLC67,900$693K0.2%N/A0.112%
11/12/2021Wasatch Advisors Inc.14,556,051$146.52M0.6%0.0%24.075%
11/12/2021The Manufacturers Life Insurance Company224,769$2.30M0.0%N/A0.372%
11/12/2021Geode Capital Management LLC216,060$2.21M0.0%+534.5%0.357%
11/12/2021Glovista Investments LLC37,427$382K0.1%N/A0.062%
11/10/2021Citigroup Inc.3,206$33K0.0%N/A0.009%
11/9/2021BlackRock Inc.44,439$454K0.0%N/A0.073%
11/9/2021Picton Mahoney Asset Management207,000$2.11M0.1%+184.0%0.342%
11/9/2021Kehrs Ridge Capital LLC245,067$2.50M0.8%-61.6%0.405%
11/8/2021Russell Investments Group Ltd.20,678$210K0.0%N/A0.057%
11/5/2021K.J. Harrison & Partners Inc24,600$253K0.0%-78.2%0.068%
11/2/2021Raymond James & Associates11,389$116K0.0%-34.1%0.032%
11/2/2021EMC Capital Management214,977$2.21M1.2%+136.2%0.597%
11/2/2021Paradice Investment Management LLC4,222,612$43.11M2.0%+7.6%11.729%
10/27/2021Stephens Inc. AR52,357$535K0.0%N/A0.145%
10/12/2021 Koshinski Asset Management Inc.35,780$365K0.0%N/A0.099%
8/25/2021Marshall Wace North America L.P.39,536$475K0.0%N/A0.110%
8/17/2021Wexford Capital LP161,100$1.93M0.3%N/A0.448%
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8/17/2021Weiss Multi Strategy Advisers LLC819,416$9.83M0.2%N/A2.276%
8/17/2021X Square Capital LLC41,480$498K0.2%N/A0.115%
8/17/2021Zeke Capital Advisors LLC20,307$244K0.0%N/A0.056%
8/17/2021Millennium Management LLC745,827$8.95M0.0%N/A2.072%
8/17/2021ArrowMark Colorado Holdings LLC630,000$7.56M0.1%N/A1.750%
8/16/2021Alberta Investment Management Corp480,211$5.76M0.0%N/A1.334%
8/16/2021Alyeska Investment Group L.P.160,757$1.93M0.0%N/A0.447%
8/16/2021Connacht Asset Management LP141,352$1.70M0.7%N/A0.393%
8/13/2021LPL Financial LLC39,870$478K0.0%N/A0.111%
8/13/2021Qube Research & Technologies Ltd14,417$173K0.0%N/A0.040%
(Data available from 1/1/2016 forward)

VWE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VWE shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Vintage Wine Estates. The most heavily invested institutionals were Arete Wealth Advisors LLC ($11.11B), Fuller & Thaler Asset Management Inc. ($2.32M), Wasatch Advisors LP ($1.15M), Paradice Investment Management LLC ($621K), ArrowMark Colorado Holdings LLC ($484K), Knightsbridge Asset Management LLC ($241K), and Connor Clark & Lunn Investment Management Ltd. ($93K).Learn more on VWE's institutional investors.

What percentage of Vintage Wine Estates stock is owned by institutional investors?

69.82% of Vintage Wine Estates stock is owned by institutional investors. Learn more on VWE's institutional investor holdings.

Which institutional investors have been buying Vintage Wine Estates stock?

Of the 10 institutional investors that purchased Vintage Wine Estates stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fuller & Thaler Asset Management Inc. ($710.19K), Next Capital Management LLC ($100.05K), U.S. Capital Wealth Advisors LLC ($66.95K), EMC Capital Management ($54.21K), Verdence Capital Advisors LLC ($36.92K), Connor Clark & Lunn Investment Management Ltd. ($28.61K), and Nisa Investment Advisors LLC ($25.04K).

How much institutional buying is happening at Vintage Wine Estates?

Institutional investors have bought a total of 1,067,143 shares in the last 24 months. This purchase volume represents approximately $2.77M in transactions.

Which Vintage Wine Estates major shareholders have been selling company stock?

The following institutional investors have sold Vintage Wine Estates stock in the last 24 months: Wasatch Advisors LP ($4.52M), Paradice Investment Management LLC ($2.17M), ArrowMark Colorado Holdings LLC ($530.77K), Knightsbridge Asset Management LLC ($42.80K), and EMC Capital Management ($25K).

How much institutional selling is happening at Vintage Wine Estates?

Institutional investors have sold a total of 7,284,741 shares in the last 24 months. This volume of shares sold represents approximately $3.95M in transactions.


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This page (NASDAQ:VWE) was last updated on 1/21/2025 by MarketBeat.com Staff
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