The Duckhorn Portfolio, Inc.
NAPA
NAPA was delisted on the 23rd of December, 2024.
109 hedge funds and large institutions have $2.57B invested in The Duckhorn Portfolio, Inc. in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 10 closing their positions.
354% more capital invested
Capital invested by funds: $567M → $2.57B (+$2B)
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
200% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 14
64% more call options, than puts
Call options by funds: $2M | Put options by funds: $1.22M
36% more funds holding
Funds holding: 80 → 109 (+29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$45.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.7M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$28.2M |
| 4 |
BlackRock
New York
|
+$19.5M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
-$14.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$9.16M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$1.36M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.36M |
| 5 |
Morgan Stanley
New York
|
-$1.33M |
NAPA Hedge Fund Activity: Q4 2021 in Review
109 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in The Duckhorn Portfolio, Inc. (NAPA) for Q4 2021, worth a combined $2.57B — up 354% from $567M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new NAPA positions and 10 closed out — a net gain of 30 holders — while 42 added to existing stakes and 14 trimmed.
The largest buyer was Select Equity Group, adding an estimated $45.5M. The largest seller was Woodline Partners, exiting entirely with an estimated $14.8M sold.
- 109 institutional investors held The Duckhorn Portfolio, Inc. (NAPA) as of Q4 2021, up from 80 in Q3 2021.
- Funds reported $2.57B of The Duckhorn Portfolio, Inc. stock for Q4 2021, up 354% quarter-over-quarter.
- 40 funds opened new The Duckhorn Portfolio, Inc. positions in Q4 2021 and 10 closed out, a net change of +30 holders.
- The largest The Duckhorn Portfolio, Inc. buyer in Q4 2021 was Select Equity Group, an estimated $45.5M added.
- The largest The Duckhorn Portfolio, Inc. seller in Q4 2021 was Woodline Partners, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2021.