NAPA

The Duckhorn Portfolio, Inc.

Delisted

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

152 hedge funds and large institutions have $1.13B invested in The Duckhorn Portfolio, Inc. in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
39
Closed
27
Calls
$2.93M
Puts
$282K
Net Calls
+$2.65M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
126
Blue Trust Inc
Georgia
$14K +$14K +1,360 New
S
127
SignatureFD
Georgia
$8.35K +$5.45K +553 +187%
HNB
128
Huntington National Bank
Ohio
$8.07K -$601 -61 -7%
Osaic Holdings
129
Osaic Holdings
Arizona
$6.96K -$45.8K -4,656 -87%
LC
130
Lindbrook Capital
California
$6.32K +$4.5K +457 +247%
QCG
131
Quadrant Capital Group
Ohio
$6K -$16K -1,626 -73%
US Bancorp
132
US Bancorp
Minnesota
$4.73K +$4.73K +480 New
SIC
133
SJS Investment Consulting
Ohio
$3.77K +$3.72K +377 +6,283%
FFA
134
Farther Finance Advisors
California
$3.21K +$2.97K +301 +1,204%
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$3K
PA
136
Parallel Advisors
California
$2.65K -$1.61K -163 -38%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$2K +$2K +250 New
BWL
138
Bogart Wealth LLC
Virginia
$1.97K
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$1.01K
VNA
140
Valley National Advisers
Pennsylvania
$1K +$1K +105 New
AF
141
Allworth Financial
California
$838 -$11.2K -1,138 -93%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$680 +$680 +69 New
BIA
143
Bell Investment Advisors
California
$493 +$493 +50 New
GWS
144
Glassman Wealth Services
Virginia
$424 +$424 +43 New
CSC
145
Caldwell Sutter Capital
California
$414
GI
146
GAMMA Investing
California
$380 +$380 +44 New
EWP
147
Elevation Wealth Partners
California
$288
VCM
148
Versant Capital Management
Arizona
$177 +$177 +18 New
GRP
149
Global Retirement Partners
California
$135 +$135 +15 New
JWA
150
JFS Wealth Advisors
Pennsylvania
$50