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S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
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Nevada Desert more Valuable than Wall Street or Silicon Valley? (Ad)
Is Frontline's 20% Dividend Too Good To Be True?
Stock market today: World stocks mixed as Wall St inches toward bull market
The $193 Billion US-China War You Don't Know About (Ad)
Wheat prices jump following collapse of major dam in southern Ukraine
Here’s What’s Driving the Price of Carvana Higher
The $193 Billion US-China War You Don't Know About (Ad)
Tesla: How and Why It Gets To $300
It Is Not Too Late To “Git” On Board With GitLab 
S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Nevada Desert more Valuable than Wall Street or Silicon Valley? (Ad)
Is Frontline's 20% Dividend Too Good To Be True?
Stock market today: World stocks mixed as Wall St inches toward bull market
The $193 Billion US-China War You Don't Know About (Ad)
Wheat prices jump following collapse of major dam in southern Ukraine
Here’s What’s Driving the Price of Carvana Higher
The $193 Billion US-China War You Don't Know About (Ad)
Tesla: How and Why It Gets To $300
It Is Not Too Late To “Git” On Board With GitLab 
S&P 500   4,283.85
DOW   33,573.28
QQQ   354.84
High Dividend REITs: Are They an Ideal Way to Diversify?
Nevada Desert more Valuable than Wall Street or Silicon Valley? (Ad)
Is Frontline's 20% Dividend Too Good To Be True?
Stock market today: World stocks mixed as Wall St inches toward bull market
The $193 Billion US-China War You Don't Know About (Ad)
Wheat prices jump following collapse of major dam in southern Ukraine
Here’s What’s Driving the Price of Carvana Higher
The $193 Billion US-China War You Don't Know About (Ad)
Tesla: How and Why It Gets To $300
It Is Not Too Late To “Git” On Board With GitLab 
NASDAQ:VWE

Vintage Wine Estates (VWE) Institutional Ownership

$1.22
+0.01 (+0.83%)
(As of 06/6/2023 ET)
Compare
Today's Range
$1.18
▼
$1.32
50-Day Range
$1.00
▼
$1.41
52-Week Range
$0.96
▼
$9.91
Volume
287,931 shs
Average Volume
172,091 shs
Market Capitalization
$72.39 million
P/E Ratio
2.57
Dividend Yield
N/A
Price Target
$3.92
ProfileAnalyst RatingsChartCompetitorsEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
41.25%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$13.83 M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.52 M
Skip Chart & View Institutional Buying and Selling Data

VWE Institutional Buying and Selling by Quarter

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Vintage Wine Estates Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2023JPMorgan Chase & Co.24,847$27K0.0%-41.7%0.042%
5/16/2023State Street Corp578,963$0.62M0.0%+9.2%0.938%
5/16/2023Geode Capital Management LLC689,210$0.74M0.0%+1.9%1.117%
5/16/2023AQR Capital Management LLC105,110$0.11M0.0%+108.9%0.170%
5/16/2023ArrowMark Colorado Holdings LLC1,096,846$1.17M0.0%+100.6%1.778%
5/12/2023Wasatch Advisors LP9,550,002$10.22M0.1%-12.9%15.480%
5/12/2023BlackRock Inc.1,832,483$1.96M0.0%+1.3%2.970%
5/12/2023Charles Schwab Investment Management Inc.73,494$79K0.0%-15.9%0.119%
5/9/2023Tower Research Capital LLC TRC 28,617$31K0.0%+838.3%0.046%
5/4/2023Barclays PLC39,116$42K0.0%+25.1%0.063%
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%
2/15/2023MetLife Investment Management LLC19,796$65K0.0%N/A0.032%
2/15/2023Schonfeld Strategic Advisors LLC25,000$82K0.0%N/A0.041%
2/15/2023Squarepoint Ops LLC20,477$67K0.0%N/A0.033%
2/15/2023Morgan Stanley314,615$1.03M0.0%+102.2%0.510%
2/15/2023Mariner LLC24,776$81K0.0%N/A0.040%
2/15/2023Fortis Advisors LLC15,000$49K0.0%N/A0.024%
2/15/2023AQR Capital Management LLC50,311$0.16M0.0%N/A0.082%
2/15/2023ArrowMark Colorado Holdings LLC546,846$1.78M0.0%-21.4%0.886%
2/14/2023Knightsbridge Asset Management LLC73,920$0.24M0.0%-36.7%0.120%
2/14/2023Two Sigma Investments LP12,100$39K0.0%N/A0.020%
2/13/2023Barclays PLC31,280$0.10M0.0%+30.7%0.051%
2/13/2023Geode Capital Management LLC676,485$2.21M0.0%+16.0%1.097%
2/13/2023EMC Capital Management57,821$0.19M0.2%-30.2%0.094%
2/13/2023Fuller & Thaler Asset Management Inc.710,190$2.32M0.0%N/A1.151%
2/13/2023JPMorgan Chase & Co.42,617$0.14M0.0%-16.2%0.069%
2/10/2023Bank of America Corp DE57,655$0.19M0.0%+104.0%0.093%
2/10/2023Connor Clark & Lunn Investment Management Ltd.28,609$93K0.0%N/A0.046%
2/8/2023UBS Group AG8,368$27K0.0%+7,240.4%0.014%
2/7/2023LPL Financial LLC12,000$39K0.0%N/A0.019%
2/2/2023Nisa Investment Advisors LLC25,042$82K0.0%N/A0.041%
1/19/2023Sterneck Capital Management LLC10,475$34K0.0%-31.6%0.017%
1/11/2023VERITY Wealth Advisors10,000$33K0.0%N/A0.016%
12/8/2022Bank of New York Mellon Corp117,135$0.33M0.0%+35.9%0.190%
11/15/2022State Street Corp465,740$1.29M0.0%+28.2%0.755%
11/15/2022EMC Capital Management82,821$0.23M0.2%-41.1%0.134%
11/15/2022Vanguard Group Inc.953,807$2.64M0.0%+0.8%1.546%
11/15/2022Petrus Trust Company LTA27,019$75K0.0%N/A0.044%
11/15/2022Bank of New York Mellon Corp117,135$0.33M0.0%+35.9%0.190%
11/15/2022BlackRock Inc.1,811,601$5.02M0.0%+5.6%2.937%
11/14/2022Shaolin Capital Management LLC395,999$0.18M0.0%N/A0.642%
11/14/2022Cubist Systematic Strategies LLC16,556$46K0.0%-75.9%0.027%
11/14/2022PDT Partners LLC28,014$78K0.0%+88.5%0.045%
11/10/2022Credit Suisse AG33,128$91K0.0%+24.2%0.054%
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$0.18M0.0%-16.7%0.105%
10/31/2022SG Americas Securities LLC21,485$60K0.0%+100.0%0.035%
8/30/2022Verition Fund Management LLC10,457$82K0.0%N/A0.017%
8/22/2022Legal & General Group Plc10,565$83K0.0%N/A0.017%
8/16/2022Penn Capital Management Company LLC131,683$1.04M0.1%-56.1%0.216%
8/15/2022State Street Corp363,333$2.86M0.0%+238.0%0.596%
8/15/2022PDT Partners LLC14,859$0.12M0.0%+42.4%0.024%
8/15/2022Wexford Capital LP79,381$0.62M0.0%-54.6%0.130%
8/15/2022Cubist Systematic Strategies LLC68,824$0.54M0.0%+505.0%0.113%
8/15/2022Millennium Management LLC448,833$3.53M0.0%-31.1%0.736%
8/15/2022Knightsbridge Asset Management LLC119,238$0.94M0.2%+100.9%0.196%
8/13/2022American International Group Inc.15,158$0.12M0.0%N/A0.025%
8/12/2022Northern Trust Corp276,047$2.17M0.0%+413.5%0.453%
8/12/2022Credit Suisse AG26,671$0.21M0.0%N/A0.044%
8/12/2022EMC Capital Management140,705$1.11M0.9%-33.4%0.231%
8/12/2022Rhumbline Advisers43,108$0.34M0.0%N/A0.071%
8/11/2022JPMorgan Chase & Co.17,453$0.14M0.0%-77.1%0.029%
8/9/2022Swiss National Bank72,600$0.57M0.0%N/A0.119%
8/9/2022Shell Asset Management Co.13,029$0.10M0.0%N/A0.021%
7/29/2022SG Americas Securities LLC10,742$84K0.0%N/A0.018%
7/29/2022Russell Investments Group Ltd.28,990$0.23M0.0%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$0.31M0.1%+44.4%0.064%
6/7/2022Bank of America Corp DE14,159$0.14M0.0%+25,183.9%0.023%
5/17/2022Weiss Multi Strategy Advisers LLC1,240,646$12.25M0.3%-1.6%2.011%
5/17/2022Mirabella Financial Services LLP14,048$0.14M0.0%+34.9%0.023%
5/17/2022Jane Street Group LLC23,168$0.23M0.0%N/A0.038%
5/17/2022Penn Capital Management Company LLC300,073$2.37M0.2%+67.9%0.486%
5/17/2022Royal Bank of Canada18,856$0.19M0.0%+69.0%0.031%
5/16/2022Goldman Sachs Group Inc.88,443$0.87M0.0%+378.4%0.143%
5/16/2022PDT Partners LLC10,438$0.10M0.0%N/A0.017%
5/16/2022State Street Corp107,501$1.06M0.0%+5.0%0.174%
5/13/2022Northern Trust Corp53,754$0.53M0.0%+4.3%0.087%
5/13/2022Wasatch Advisors Inc.14,311,844$141.26M0.7%-1.4%23.199%
5/13/2022Arrowstreet Capital Limited Partnership77,832$0.77M0.0%-23.4%0.126%
5/13/2022Ergoteles LLC15,000$0.15M0.0%N/A0.024%
5/13/2022Vanguard Group Inc.840,271$8.29M0.0%+8.3%1.362%
5/13/2022RK Capital Management LLC1,471,100$14.52M2.8%-3.3%2.385%
5/12/2022BlackRock Inc.144,739$1.43M0.0%+3.7%0.235%
5/12/2022Citigroup Inc.40,437$0.40M0.0%+433.0%0.066%
5/11/2022Picton Mahoney Asset Management157,109$1.55M0.1%-23.6%0.255%
5/11/2022JPMorgan Chase & Co.76,109$0.75M0.0%+737.9%0.123%
5/10/2022Paradice Investment Management LLC4,103,394$40.50M2.4%-0.3%6.652%
5/9/2022Qube Research & Technologies Ltd27,728$0.27M0.0%+43.9%0.045%
5/5/2022Solstein Capital LLC11,521$0.11M0.1%-61.6%0.019%
5/4/2022Stephens Inc. AR79,033$0.78M0.0%+28.7%0.128%
5/3/2022Sterneck Capital Management LLC14,305$0.14M0.1%+36.0%0.023%
4/28/2022Nkcfo LLC27,000$0.27M0.1%N/A0.044%
4/26/2022Sciencast Management LP30,877$0.31M0.1%N/A0.050%
4/25/2022Burleson & Company LLC3,520$35K0.0%N/A0.006%
4/20/2022Gemmer Asset Management LLC3,100$30K0.0%+55.0%0.005%
(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, 93 institutional investors and hedge funds held shares of Vintage Wine Estates. The most heavily invested institutionals were Arete Wealth Advisors LLC ($11.11B), Wasatch Advisors Inc. ($141.26M), Paradice Investment Management LLC ($30.61M), Caspian Capital LP ($17.23M), Weiss Multi Strategy Advisers LLC ($12.25M), Wasatch Advisors LP ($10.22M), and Alberta Investment Management Corp ($5.04M).Learn more on VWE's institutional investors.

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

41.25% 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 88 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: Wasatch Advisors Inc. ($14.56M), Caspian Capital LP ($1.46M), ArrowMark Colorado Holdings LLC ($1.29M), RK Capital Management LLC ($1.22M), Weiss Multi Strategy Advisers LLC ($0.82M), Millennium Management LLC ($0.75M), and Fuller & Thaler Asset Management Inc. ($0.71M).

How much institutional buying is happening at Vintage Wine Estates?

Institutional investors have bought a total of 27,720,705 shares in the last 24 months. This purchase volume represents approximately $299.15M in transactions.

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

Of the 25 institutional investors that sold Vintage Wine Estates stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($1.42M), Kehrs Ridge Capital LLC ($0.39M), Paradice Investment Management LLC ($0.33M), Wasatch Advisors Inc. ($0.25M), RK Capital Management LLC ($0.25M), Millennium Management LLC ($0.20M), and Penn Capital Management Company LLC ($0.17M).

How much institutional selling is happening at Vintage Wine Estates?

Institutional investors have sold a total of 3,845,307 shares in the last 24 months. This volume of shares sold represents approximately $20.30M in transactions.


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This page (NASDAQ:VWE) was last updated on 6/7/2023 by MarketBeat.com Staff

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