UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

UMPQ was delisted on the 28th of February, 2023.

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250 hedge funds and large institutions have $3.29B invested in Umpqua Holdings Corp in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
7.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
33
Increased
116
Reduced
63
Closed
20
Calls
$170K
Puts
$144K
Net Calls
+$26K
Net Calls Change
+$38K

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$99.8M
2
Capital International Investors
Capital International Investors
California
$36.1M
3
VFA
Virtus Fund Advisers
Connecticut
$61.3M
4
CGT
Capital Guardian Trust
California
$32.4M
5
Capital World Investors
Capital World Investors
California
$150M

Top Sellers

1
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$259M
2
WP
Warburg Pincus
New York
$233M
3
Norges Bank
Norges Bank
Norway
$25.4M
4
Wells Fargo
Wells Fargo
California
$46.8M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
226
Ladenburg Thalmann Financial Services
Florida
$24K +$12.5K +758 +109%
CCS
227
Crosspoint Capital Strategies
California
$22K – – –
HCM
228
Highlander Capital Management
New Jersey
$21.7K – – –
PH
229
Pinnacle Holdings
Oklahoma
$18.1K – – –
Creative Planning
230
Creative Planning
Kansas
$18K -$6.45K -400 -26%
OIA
231
Optimum Investment Advisors
Illinois
$16K – – –
TF
232
Tompkins Financial
New York
$14K +$3.08K +192 +28%
FHA
233
First Horizon Advisors
Tennessee
$13K +$5.41K +351 +71%
LNB
234
Ledyard National Bank
$10K – – –
Parallax Volatility Advisers
235
Parallax Volatility Advisers
California
$9K +$9K +538 New
WA
236
WFG Advisors
Texas
$8K – – –
HFM
237
Hartford Financial Management
Connecticut
$8K +$8K +500 New
GAM
238
Gemmer Asset Management
California
$7K +$431 +28 +7%
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.77K +$467 +28,367 +9%
FCCM
240
First City Capital Management
Georgia
$4.94K – – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$4.07K – – –
WEC
242
Winslow Evans & Crocker
Massachusetts
$4.04K +$4.04K +246 New
TFA
243
Transamerica Financial Advisors
Florida
$3K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
WCBA
245
Weaver C. Barksdale & Associates
Tennessee
$3K +$670 +40 +29%
WTB
246
Washington Trust Bank
Washington
$2K -$20.9K -1,054 -91%
PO
247
Private Ocean
California
$1K -$839 -26 -46%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Fidelity Investments
249
Fidelity Investments
Massachusetts
– -$11.6M -646,605 Closed
WI
250
WBI Investments
New Jersey
– -$8.4M -468,918 Closed
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