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UMPQ

Umpqua Holdings Corp

Delisted

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

340 hedge funds and large institutions have $4.47B invested in Umpqua Holdings Corp in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 104 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

122,250% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $2K

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

11% more funds holding

Funds holding: 306340 (+34)

4% more capital invested

Capital invested by funds: $4.32B → $4.47B (+$152M)

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 125

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+34
Holders Change %
+11.11%
% of All Funds
7.78%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
67
Increased
104
Reduced
125
Closed
29
Calls
$2.45M
Puts
$2K
Net Calls
+$2.44M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
251
First Mercantile Trust
Tennessee
$369K +$20.3K +870 +6%
CPA
252
Capital Planning Advisors
California
$365K -$23.4K -1,000 -6%
MWM
253
Merriman Wealth Management
Washington
$358K +$18.9K +811 +5%
TAM
254
Tyers Asset Management
Texas
$357K
RFC
255
Regions Financial Corp
Alabama
$356K -$26.6K -1,141 -7%
FCBT
256
First Citizens Bank & Trust
North Carolina
$356K +$17.4K +747 +5%
WPC
257
White Pine Capital
Minnesota
$342K
Zurich Cantonal Bank
258
Zurich Cantonal Bank
Switzerland
$324K +$43.6K +1,865 +15%
ZCA
259
Zeke Capital Advisors
Pennsylvania
$314K
AIM
260
Aspen Investment Management
Michigan
$289K
LIA
261
LS Investment Advisors
Michigan
$283K -$3.39K -145 -1%
OI
262
Oakbrook Investments
Illinois
$274K +$284K +12,150 New
Los Angeles Capital Management
263
Los Angeles Capital Management
California
$270K +$279K +11,960 New
CL
264
CPWM LLC
Washington
$261K +$270K +11,545 New
Holocene Advisors
265
Holocene Advisors
New York
$254K +$263K +11,258 New
WAM
266
World Asset Management
Michigan
$247K -$9.37K -401 -4%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$246K +$14K +599 +6%
OAM
268
Oppenheimer Asset Management
New York
$240K -$3.6K -154 -1%
Stifel Financial
269
Stifel Financial
Missouri
$231K +$2.43K +104 +1%
RJT
270
Raymond James Trust
Florida
$226K -$29.8K -1,274 -11%
HighTower Advisors
271
HighTower Advisors
Illinois
$223K +$2.1K +90 +0.9%
GH
272
GAM Holding
Switzerland
$223K +$231K +9,890 New
FAAS
273
First Allied Advisory Services
California
$222K +$230K +9,840 New
FA
274
FDx Advisors
Illinois
$214K -$452K -19,340 -67%
SXL
275
Summit X LLC
Missouri
$211K +$220K +9,410 New

UMPQ Hedge Fund Activity: Q2 2018 in Review

340 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2018, worth a combined $4.47B — up 3.5% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UMPQ positions and 29 closed out — a net gain of 38 holders — while 104 added to existing stakes and 125 trimmed.

The largest buyer was Vanguard Group, adding an estimated $35.8M. The largest seller was BlackRock, cutting an estimated $122M.

  • 340 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2018, up from 306 in Q1 2018.
  • Funds reported $4.47B of Umpqua Holdings Corp stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 67 funds opened new Umpqua Holdings Corp positions in Q2 2018 and 29 closed out, a net change of +38 holders.
  • The largest Umpqua Holdings Corp buyer in Q2 2018 was Vanguard Group, an estimated $35.8M added.
  • The largest Umpqua Holdings Corp seller in Q2 2018 was BlackRock, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2018.