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UMPQ

Umpqua Holdings Corp

Delisted

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

300 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $992K | Put options by funds: $331K

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$891M)

8% more funds holding

Funds holding: 278300 (+22)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
101
Reduced
103
Closed
30
Calls
$992K
Puts
$331K
Net Calls
+$661K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Procyon Advisors
Connecticut
$174K -$1.48K -108 -0.9%
EFS
227
Essex Financial Services
Connecticut
$173K +$10.4K +758 +7%
URS
228
Utah Retirement Systems
Utah
$173K +$156K +11,400 New
BSW
229
Buckingham Strategic Wealth
Missouri
$169K +$153K +11,150 New
AP
230
Advisor Partners
California
$166K +$8.99K +656 +6%
JG
231
Jefferies Group
New York
$164K +$149K +10,860 New
4WM
232
44 Wealth Management
Oregon
$157K +$142K +10,396 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$156K
PTC
234
Petrus Trust Company
Texas
$154K +$139K +10,146 New
FQ
235
First Quadrant
California
$136K
FMT
236
First Mercantile Trust
Tennessee
$133K -$20.6K -1,500 -15%
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$124K +$112K +8,165 New
HNB
238
Huntington National Bank
Ohio
$102K
HCM
239
Highlander Capital Management
New Jersey
$91K
CWA
240
Clearview Wealth Advisors
Oregon
$78K +$70.4K +5,139 New
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$69K +$13.4K +980 +27%
CIA
242
Cascade Investment Advisors
Oregon
$66.8K +$60.5K +4,415 New
MAM
243
Meeder Asset Management
Ohio
$65K +$6.24K +455 +12%
FCH
244
Freestone Capital Holdings
Washington
$63.5K
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$4.56K +333 +10%
CCA
246
Column Capital Advisors
Indiana
$52K -$2.07K -151 -4%
PCG
247
Private Capital Group
Connecticut
$48K -$12K -875 -22%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$43.6K +3,181 New
LIM
249
Longfellow Investment Management
Massachusetts
$43K +$38.3K +2,792 New
PA
250
Parallel Advisors
California
$39K +$4.14K +302 +13%

UMPQ Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2020, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 30 closed out — a net gain of 23 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $16.8M. The largest seller was Goldman Sachs, cutting an estimated $33.2M.

  • 300 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2020, up from 278 in Q3 2020.
  • Funds reported $2.92B of Umpqua Holdings Corp stock for Q4 2020, up 44% quarter-over-quarter.
  • 53 funds opened new Umpqua Holdings Corp positions in Q4 2020 and 30 closed out, a net change of +23 holders.
  • The largest Umpqua Holdings Corp buyer in Q4 2020 was Endeavour Capital Advisors, an estimated $16.8M added.
  • The largest Umpqua Holdings Corp seller in Q4 2020 was Goldman Sachs, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2020.