UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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315 hedge funds and large institutions have $4.19B invested in Umpqua Holdings Corp in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+39
Holders Change %
+14.13%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
113
Reduced
99
Closed
22
Calls
$1.13M
Puts
$164K
Net Calls
+$968K
Net Calls Change
+$815K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.1M
2
SI
2
Scout Investments
Missouri
$34M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.3M
4
State Street
4
State Street
Massachusetts
$266M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.34M
2
Millennium Management
2
Millennium Management
New York
$53.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$21.1M
4
Bank of America
4
Bank of America
North Carolina
$41.6M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
251
Suntrust Banks
Georgia
$202K +$202K +9,709 New
CA
252
Calton & Associates
Florida
$195K +$195K +8,861 New
ASN
253
Advisory Services Network
Georgia
$180K +$156K +7,497 +654%
HNB
254
Huntington National Bank
Ohio
$136K – – –
AF
255
Advisornet Financial
Minnesota
$105K +$105K +5,060 New
AIL
256
AGF Investments LLC
Ontario, Canada
$97K -$21.9K -1,047 -18%
OWA
257
One Wealth Advisors
California
$97K +$97K +4,657 New
CIA
258
Cascade Investment Advisors
Oregon
$91.8K – – –
ZB
259
Zions Bancorporation
Utah
$84K -$44.7K -2,154 -35%
GRP
260
Global Retirement Partners
California
$71K +$71K +3,410 New
SFSIG
261
San Francisco Sentry Investment Group
California
$62K – – –
PA
262
Parallel Advisors
California
$46K – – –
MA
263
MUFG Americas
New York
$44K +$629 +30 +1%
WAM
264
Wealthspire Advisors (Maryland)
Maryland
$43K +$18K +858 +72%
DVM
265
Dreman Value Management
Florida
$40K -$9.88K -474 -20%
QCG
266
Quadrant Capital Group
Ohio
$40K – – –
PAM
267
Panagora Asset Management
Massachusetts
$38K -$194K -9,227 -84%
PGA
268
Premia Global Advisors
Florida
$38K +$38K +1,868 New
CTC
269
Central Trust Company
Missouri
$31K – – –
DCM
270
Delpha Capital Management
New York
$31K +$31K +1,510 New
AssetMark Inc
271
AssetMark Inc
California
$27K +$481 +23 +2%
CBOA
272
Commonwealth Bank of Australia
Australia
$25K – – –
HCM
273
Highlander Capital Management
New Jersey
$21K – – –
PH
274
Pinnacle Holdings
Oklahoma
$20.8K – – –
SPIA
275
Steward Partners Investment Advisory
New York
$20K +$20K +1,000 New
9 10
11
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