NAPA

The Duckhorn Portfolio, Inc.

Delisted

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

132 hedge funds and large institutions have $1.62B invested in The Duckhorn Portfolio, Inc. in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
30
Closed
18
Calls
$6.6M
Puts
$3.54M
Net Calls
+$3.06M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$149K +$4.37K +302 +3%
AWS
102
Atria Wealth Solutions
New York
$147K -$19.5K -1,350 -12%
Bessemer Group
103
Bessemer Group
New Jersey
$119K
Wells Fargo
104
Wells Fargo
California
$86K +$900 +63 +1%
AB
105
Amalgamated Bank
New York
$85K +$1.35K +93 +2%
QT
106
Quantbot Technologies
New York
$85K +$85K +5,933 New
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$78K +$39K +2,707 +100%
Lazard Asset Management
108
Lazard Asset Management
New York
$69K
Citigroup
109
Citigroup
New York
$59K -$9.02K -625 -13%
TRCT
110
Tower Research Capital (TRC)
New York
$55K +$18.3K +1,264 +50%
APA
111
American Portfolios Advisors
New York
$46.3K
SSG
112
Summit Securities Group
New York
$43K +$43K +2,992 New
AIP
113
Ameritas Investment Partners
Nebraska
$40K
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$36.9K
SOW
115
State of Wyoming
Wyoming
$35K +$35K +2,457 New
SPIA
116
Steward Partners Investment Advisory
New York
$29K
PHK
117
Point72 Hong Kong
Hong Kong
$28K +$28K +1,953 New
Barclays
118
Barclays
United Kingdom
$23K -$4.2K -286 -15%
CFGS
119
Concourse Financial Group Securities
Alabama
$17K
BFEC
120
Benjamin F. Edwards & Company
Missouri
$4K
TWA
121
TCI Wealth Advisors
Arizona
$3K
BWL
122
Bogart Wealth LLC
Virginia
$3K
IA
123
IFP Advisors
Florida
$2K -$6.79K -214 -77%
TFS
124
TrustCore Financial Services
Tennessee
$2K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2K +$507 +35 +34%