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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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2 hedge funds and large institutions have $6.23K invested in Umpqua Holdings Corp in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 348 → 2 (-346)

100% less funds holding in top 10

Funds holding in top 10: 6 → 0 (-6)

100% less capital invested

Capital invested by funds: $3.28B → $6.23K (-$3.28B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 339

Holders
2
Holders Change
-346
Holders Change %
-99.43%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
339
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
+$2.09K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$390M
2
BlackRock
BlackRock
New York
-$368M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$241M
4
Macquarie Group
Macquarie Group
Australia
-$221M
5
Morgan Stanley
Morgan Stanley
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
226
Raymond James Financial Services Advisors
Florida
– -$380K -21,312 Closed
GLA
227
Great Lakes Advisors
Illinois
– -$368K -20,631 Closed
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
– -$359K -20,088 Closed
SAM
229
Securian Asset Management
Minnesota
– -$356K -19,946 Closed
WI
230
WBI Investments
New Jersey
– -$352K -19,725 Closed
CB
231
Commerce Bank
Missouri
– -$352K -19,724 Closed
Baird Financial Group
232
Baird Financial Group
Wisconsin
– -$338K -18,903 Closed
VAS
233
Vestmark Advisory Solutions
Massachusetts
– -$321K -17,969 Closed
MNBTD
234
Moody National Bank Trust Division
Texas
– -$316K -17,711 Closed
ACM
235
Acrisure Capital Management
Texas
– -$315K -17,634 Closed
SG Americas Securities
236
SG Americas Securities
New York
– -$314K -17,576 Closed
Prudential Financial
237
Prudential Financial
New Jersey
– -$299K -16,756 Closed
MSRPS
238
Maryland State Retirement & Pension System
Maryland
– -$299K -16,750 Closed
CGH
239
Crossmark Global Holdings
Texas
– -$299K -16,730 Closed
PWP
240
Principle Wealth Partners
Connecticut
– -$297K -16,650 Closed
SN
241
Sittner & Nelson
Oregon
– -$266K -14,927 Closed
NGA
242
Naples Global Advisors
Florida
– -$259K -14,500 Closed
Mitsubishi UFJ Trust & Banking
243
Mitsubishi UFJ Trust & Banking
Japan
– -$256K -14,335 Closed
MWC
244
MBM Wealth Consultants
Missouri
– -$248K -14,276 Closed
RJT
245
Raymond James Trust
Florida
– -$243K -13,634 Closed
VF
246
Virtu Financial
New York
– -$239K -13,395 Closed
II
247
Inspire Investing
Idaho
– -$238K -13,307 Closed
Corient Private Wealth
248
Corient Private Wealth
Florida
– -$234K -13,104 Closed
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
– -$232K -13,000 Closed
CIG
250
Cairn Investment Group
Washington
– -$219K -12,267 Closed
8 9
10
11 12

UMPQ Hedge Fund Activity: Q1 2023 in Review

2 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2023, worth a combined $6.23K — down 100% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 339 funds closed out of UMPQ and 0 opened new positions — a net loss of 339 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Blue Trust Inc, adding an estimated $2.09K. The largest seller was Vanguard Group, exiting entirely with an estimated $390M sold.

  • 2 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2023, down from 348 in Q4 2022.
  • Funds reported $6.23K of Umpqua Holdings Corp stock for Q1 2023, down 100% quarter-over-quarter.
  • 0 funds opened new Umpqua Holdings Corp positions in Q1 2023 and 339 closed out, a net change of -339 holders.
  • The largest Umpqua Holdings Corp buyer in Q1 2023 was Blue Trust Inc, an estimated $2.09K added.
  • The largest Umpqua Holdings Corp seller in Q1 2023 was Vanguard Group, an estimated $390M sold.

Based on aggregated 13F filings for Q1 2023.