NAPA

The Duckhorn Portfolio, Inc.

Delisted

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

133 hedge funds and large institutions have $1.84B invested in The Duckhorn Portfolio, Inc. in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
46
Reduced
43
Closed
23
Calls
$1.47M
Puts
$699K
Net Calls
+$772K
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$55.1K +$9.63K +587 +21%
Simplex Trading
102
Simplex Trading
Illinois
$48K +$47.4K +2,914 +8,571%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$42.3K
Citadel Advisors
104
Citadel Advisors
Florida
$34.7K +$34.7K +2,092 New
SPIA
105
Steward Partners Investment Advisory
New York
$33.1K
TRCT
106
Tower Research Capital (TRC)
New York
$32K -$31K -1,868 -49%
Group One Trading
107
Group One Trading
Illinois
$21.7K +$21.7K +1,311 New
Citigroup
108
Citigroup
New York
$21.6K -$46.2K -2,788 -68%
Dimensional Fund Advisors
109
Dimensional Fund Advisors
Texas
$18.9K +$9.23K +556,822 +95%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$4K
BWL
111
Bogart Wealth LLC
Virginia
$3.31K
US Bancorp
112
US Bancorp
Minnesota
$2.92K +$2.92K +176 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K
SWM
114
Spire Wealth Management
Virginia
$2K
TFS
115
TrustCore Financial Services
Tennessee
$1.82K
LC
116
Lindbrook Capital
California
$1.71K +$1.71K +103 New
SSB
117
Sandy Spring Bank
Maryland
$1.66K
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$1.66K
HIA
119
Harbor Investment Advisory
Maryland
$1.38K
S
120
SignatureFD
Georgia
$597 +$597 +36 New
QCG
121
Quadrant Capital Group
Ohio
$447 +$447 +27 New
FFA
122
Farther Finance Advisors
California
$414 +$414 +25 New
PA
123
Parallel Advisors
California
$331
HI
124
Harbour Investments
Wisconsin
$282 +$282 +17 New
EI
125
Ellevest Inc
New York
$116 +$116 +7 New