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Duckhorn Portfolio (NAPA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Duckhorn Portfolio (NYSE:NAPA)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$108.70M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$35.12M
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Skip Chart & View Institutional Buying and Selling Data

NAPA Institutional Buying and Selling by Quarter

Duckhorn Portfolio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Vanguard Group Inc.5,274,221$49.10M0.0%+3.7%4.570%
5/9/2024 First Eagle Investment Management LLC358,972$3.34M0.0%+226.3%0.311%
5/8/2024 Bleakley Financial Group LLC14,614$136K0.0%N/A0.013%
5/7/2024 Sei Investments Co.50,264$468K0.0%N/A0.044%
5/7/2024 Stokes Family Office LLC134,750$1.26M0.2%N/A0.117%
5/6/2024 Quantbot Technologies LP97,556$908K0.1%+85.9%0.085%
5/3/2024 GSA Capital Partners LLP73,922$688K0.1%-67.9%0.064%
5/2/2024 Nordea Investment Management AB123,028$1.14M0.0%-1.6%0.107%
5/2/2024 Moloney Securities Asset Management LLC55,264$515K0.1%N/A0.048%
5/1/2024 Capstone Investment Advisors LLC148,948$1.39M0.0%N/A0.129%
5/1/2024 Janney Montgomery Scott LLC94,332$878K0.0%N/A0.082%
4/30/2024 Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
4/26/2024 Mesirow Financial Investment Management Inc.17,033$159K0.0%-23.1%0.015%
4/24/2024 Simplicity Wealth LLC14,614$136K0.0%N/A0.013%
4/24/2024 Assenagon Asset Management S.A.1,299,972$12.10M0.0%+41.1%1.126%
4/19/2024 Mesirow Financial Investment Management Inc.17,033$159K0.8%-23.1%0.015%
4/18/2024 Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
2/15/2024Chilton Investment Co. Inc.412,041$4.06M0.1%+34.7%0.357%
2/14/2024Westwood Holdings Group Inc.3,368,871$33.18M0.3%+32.5%2.920%
2/14/2024AdvisorShares Investments LLC26,998$266K0.1%+125.0%0.023%
2/13/2024Aristides Capital LLC27,148$267K0.1%N/A0.024%
2/13/20241832 Asset Management L.P.845,596$8.33M0.0%-16.3%0.733%
2/13/2024Tower Research Capital LLC TRC10,289$101K0.0%+94.2%0.009%
2/13/2024Southeast Asset Advisors Inc.67,291$663K0.1%+136.8%0.058%
2/12/2024 Isthmus Partners LLC21,789$215K0.0%N/A0.019%
2/9/2024Aigen Investment Management LP22,899$226K0.0%+78.0%0.020%
2/8/2024 First Eagle Investment Management LLC110,000$1.08M0.0%N/A0.095%
2/8/2024Massachusetts Financial Services Co. MA3,751,059$36.95M0.0%+9.7%3.251%
2/7/2024Dimensional Fund Advisors LP3,577,702$35.24M0.0%+7.7%3.101%
2/7/2024Jump Financial LLC139,204$1.37M0.0%+48.3%0.121%
2/7/2024 Teacher Retirement System of Texas20,483$202K0.0%+49.4%0.018%
2/6/2024 Swiss National Bank102,200$1.01M0.0%-10.4%0.089%
2/5/2024 Victory Capital Management Inc.16,546$163K0.0%-36.4%0.014%
2/5/2024 Russell Investments Group Ltd.5,293$52K0.0%-77.1%0.005%
2/1/2024 CWM LLC6,856$68K0.0%+1,406.8%0.006%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank16,709$165K0.0%+13.1%0.014%
1/30/2024Mackenzie Financial Corp11,826$116K0.0%N/A0.010%
1/30/2024Vontobel Holding Ltd.261,698$2.58M0.0%+13.8%0.227%
1/25/2024 Allspring Global Investments Holdings LLC16,901$166K0.0%+39.2%0.015%
1/24/2024 Total Clarity Wealth Management Inc.55,940$551K0.2%+190.6%0.048%
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1/17/2024 Assenagon Asset Management S.A.921,070$9.07M0.0%+8.2%0.798%
1/12/2024 SG Americas Securities LLC22,414$221K0.0%-27.8%0.019%
1/10/2024 Nordea Investment Management AB124,997$1.23M0.0%-5.2%0.108%
12/19/2023Public Employees Retirement System of Ohio169,315$1.74M0.0%+9.7%0.147%
12/18/2023Vanguard Group Inc.4,855,487$49.82M0.0%+5.8%4.209%
12/6/2023Citigroup Inc.3,849$39K0.0%-82.7%0.003%
12/1/2023Wellington Management Group LLP1,081,027$11.09M0.0%+66.2%0.937%
11/30/2023American Century Companies Inc.1,647,477$16.90M0.0%+3.6%1.428%
11/14/2023Quadrature Capital Ltd20,656$212K0.0%N/A0.018%
11/14/2023Gotham Asset Management LLC36,309$373K0.0%+14.7%0.031%
11/14/2023Caxton Associates LP10,959$112K0.0%N/A0.010%
11/14/2023Numerai GP LLC35,637$366K0.1%+47.8%0.031%
11/13/2023Mcmorgan & Co. LLC210,873$2.16M0.4%+54.6%0.183%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.168,522$1.73M0.0%+98.0%0.146%
11/13/2023Algert Global LLC216,850$2.23M0.1%+5.3%0.188%
11/13/2023Federated Hermes Inc.750,000$7.70M0.0%-25.0%0.650%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund81,000$831K0.0%+11.0%0.070%
11/13/2023Dark Forest Capital Management LP19,676$202K0.0%-74.3%0.017%
11/13/2023Hsbc Holdings PLC75,518$798K0.0%-39.3%0.065%
11/13/2023Aigen Investment Management LP12,867$132K0.0%-75.2%0.011%
11/13/2023FMR LLC2,458,073$25.22M0.0%+215.2%2.132%
11/13/2023 DekaBank Deutsche Girozentrale5,294$58K0.0%N/A0.005%
11/8/2023Massachusetts Financial Services Co. MA3,418,767$35.08M0.0%+18.9%2.965%
11/8/2023 Swiss National Bank114,000$1.17M0.0%+1.1%0.099%
11/8/2023 New York Life Investment Management LLC22,393$230K0.0%-13.6%0.019%
11/7/2023 Quantbot Technologies LP40,157$412K0.0%+3.5%0.035%
11/7/2023Barclays PLC55,400$569K0.0%+63.9%0.048%
11/7/2023Jump Financial LLC93,870$963K0.0%-21.4%0.081%
11/6/2023AdvisorShares Investments LLC11,998$123K0.0%+10.5%0.010%
11/6/2023Versor Investments LP19,074$196K0.0%-33.7%0.017%
11/6/2023 Assenagon Asset Management S.A.851,549$8.74M0.0%+102.9%0.738%
11/6/2023 Victory Capital Management Inc.26,020$267K0.0%+124.6%0.023%
11/6/2023 Mesirow Financial Investment Management Inc.22,155$227K1.0%N/A0.019%
11/2/2023 Principal Financial Group Inc.18,505$190K0.0%+46.0%0.016%
10/31/2023 Teacher Retirement System of Texas13,712$141K0.0%+16.5%0.012%
10/30/2023 Cambiar Investors LLC198,438$2.04M0.1%N/A0.172%
10/27/2023 Allspring Global Investments Holdings LLC12,139$125K0.0%-96.9%0.011%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank14,776$152K0.0%+17.7%0.013%
10/25/2023 Total Clarity Wealth Management Inc.19,251$198K0.1%+90.5%0.017%
10/24/2023 Bank of New York Mellon Corp175,681$1.80M0.0%+2.9%0.152%
10/19/2023 Patriot Financial Group Insurance Agency LLC16,275$167K0.0%+18.6%0.014%
10/13/2023 SG Americas Securities LLC31,048$319K0.0%N/A0.027%
10/11/2023Vontobel Holding Ltd.229,879$2.36M0.0%N/A0.199%
9/12/2023Davidson Kempner Capital Management LP76,716$995K0.0%N/A0.067%
8/15/2023 Caas Capital Management LP240,000$3.11M0.2%N/A0.208%
8/15/2023Chilton Investment Co. Inc.282,795$3.67M0.1%+4.8%0.245%
8/14/2023Cipher Capital LP15,611$202K0.0%N/A0.014%
8/14/2023Mcmorgan & Co. LLC136,418$1.77M0.3%+9.7%0.118%
8/14/2023Driehaus Capital Management LLC590,313$7.66M0.1%-59.6%0.512%
8/14/2023Prelude Capital Management LLC13,874$180K0.0%N/A0.012%
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8/14/20231832 Asset Management L.P.960,472$12.46M0.0%+10.0%0.833%
8/11/2023Westwood Holdings Group Inc.2,284,430$29.63M0.3%+15.2%1.981%
8/11/2023Numerai GP LLC24,110$313K0.1%N/A0.021%
8/11/2023Heritage Trust Co22,782$295K0.0%-3.3%0.020%
8/11/2023Hsbc Holdings PLC124,433$1.63M0.0%+119.7%0.108%
8/11/2023Trexquant Investment LP100,864$1.31M0.0%+53.3%0.087%
8/9/2023Dimensional Fund Advisors LP2,443,837$31.70M0.0%+46.0%2.120%
8/9/2023AdvisorShares Investments LLC10,861$141K0.0%-40.7%0.009%
8/7/2023 Principal Financial Group Inc.12,672$164K0.0%N/A0.011%
8/7/2023Versor Investments LP28,772$373K0.1%N/A0.025%
(Data available from 1/1/2016 forward)

NAPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NAPA shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Duckhorn Portfolio. The most heavily invested institutionals were TSG Consumer Partners LP ($989.19M), Select Equity Group L.P. ($119.45M), Vanguard Group Inc. ($49.10M), Massachusetts Financial Services Co. MA ($36.95M), Dimensional Fund Advisors LP ($35.24M), Westwood Holdings Group Inc. ($33.18M), and FMR LLC ($25.22M).Learn more on NAPA's institutional investors.

Which institutional investors have been buying Duckhorn Portfolio stock?

Of the 97 institutional investors that purchased Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($1.74M), FMR LLC ($1.68M), Dimensional Fund Advisors LP ($1.58M), Westwood Holdings Group Inc. ($1.50M), Assenagon Asset Management S.A. ($1.38M), Allspring Global Investments Holdings LLC ($874.97K), and Vanguard Group Inc. ($454.34K).

How much institutional buying is happening at Duckhorn Portfolio?

Institutional investors have bought a total of 16,066,170 shares in the last 24 months. This purchase volume represents approximately $207.45M in transactions.

Which Duckhorn Portfolio major shareholders have been selling company stock?

Of the 37 institutional investors that sold Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TSG Consumer Partners LP ($5.60M), Allspring Global Investments Holdings LLC ($1.28M), Federated Hermes Inc. ($1.28M), Driehaus Capital Management LLC ($1.11M), Massachusetts Financial Services Co. MA ($447.22K), American Century Companies Inc. ($277.14K), and Retirement Systems of Alabama ($225.50K).

How much institutional selling is happening at Duckhorn Portfolio?

Institutional investors have sold a total of 11,382,257 shares in the last 24 months. This volume of shares sold represents approximately $163.66M in transactions.


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This page (NYSE:NAPA) was last updated on 5/12/2024 by MarketBeat.com Staff

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