NAPA

The Duckhorn Portfolio, Inc.

Delisted

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

144 hedge funds and large institutions have $1.79B invested in The Duckhorn Portfolio, Inc. in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
57
Reduced
39
Closed
14
Calls
$2.19M
Puts
$2.8M
Net Calls
-$605K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$180K -$634K -39,837 -78%
SSA
102
Schonfeld Strategic Advisors
New York
$172K -$110K -6,900 -39%
NRD
103
Nebula Research & Development
New York
$165K +$165K +10,368 New
Two Sigma Investments
104
Two Sigma Investments
New York
$164K -$499K -31,354 -75%
BEI
105
Benjamin Edwards Inc
Missouri
$163K -$56.2K -3,530 -26%
DAS
106
Dynamic Advisor Solutions
Arizona
$159K +$159K +10,000 New
UBS Group
107
UBS Group
Switzerland
$152K -$13.8K -868 -8%
ACM
108
Aquatic Capital Management
Illinois
$132K +$132K +8,300 New
Bessemer Group
109
Bessemer Group
New Jersey
$127K -$5.55K -347 -4%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$118K
AB
111
Amalgamated Bank
New York
$94K -$18.9K -1,191 -17%
Citadel Advisors
112
Citadel Advisors
Florida
$79K +$45.8K +2,878 +138%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$70.4K +$70.4K +4,425 New
AIP
114
Ameritas Investment Partners
Nebraska
$53.4K
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$40.6K
SPIA
116
Steward Partners Investment Advisory
New York
$31.8K
TRCT
117
Tower Research Capital (TRC)
New York
$18K -$12.2K -778 -40%
MIA
118
Milestone Investment Advisors
Wisconsin
$15.9K +$15.9K +1,000 New
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +400 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$4K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.75K +107 +78%
US Bancorp
122
US Bancorp
Minnesota
$3.26K +$461 +29 +16%
BWL
123
Bogart Wealth LLC
Virginia
$3.18K
S
124
SignatureFD
Georgia
$2.91K +$2.34K +147 +408%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$1.61K +$1.61K +101 New