NAPA

The Duckhorn Portfolio, Inc.

Delisted

NAPA was delisted on the 23rd of December, 2024.

110 hedge funds and large institutions have $2.57B invested in The Duckhorn Portfolio, Inc. in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+30
Holders Change %
+37.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
42
Reduced
14
Closed
10
Calls
$2M
Puts
$1.22M
Net Calls
+$781K
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
101
Bogart Wealth LLC
Virginia
$5K
TFS
102
TrustCore Financial Services
Tennessee
$3K
SSB
103
Sandy Spring Bank
Maryland
$2K
US Bancorp
104
US Bancorp
Minnesota
$2K
PCG
105
Private Capital Group
Connecticut
$2K +$614 +27 +44%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$1.54K
C
107
Covestor
United Kingdom
$1K +$1K +28 New
EWA
108
EverSource Wealth Advisors
Alabama
$1K +$1K +33 New
CP
109
Castleview Partners
Texas
$468 +$468 +10,923 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$374 +$144 +6,159 +62%
WP
111
Woodline Partners
California
-$14.8M -645,918 Closed
Alyeska Investment Group
112
Alyeska Investment Group
Illinois
-$9.16M -400,000 Closed
DZ Bank
113
DZ Bank
Germany
-$479K -20,905 Closed
AllianceBernstein
114
AllianceBernstein
Tennessee
-$339K -14,800 Closed
LOAMU
115
Lombard Odier Asset Management (USA)
New York
-$288K -12,588 Closed
SO
116
STRS Ohio
Ohio
-$107K -4,700 Closed
PA
117
Parallel Advisors
California
-$11K -460 Closed
CPC
118
Consolidated Planning Corp
Georgia
-$8K -350 Closed
PWA
119
Phoenix Wealth Advisors
North Carolina
-$6K -280 Closed
JPLA
120
Joseph P. Lucia & Associates
New York
-$3K -146 Closed