We are live on ! Find out more
UMPQ

Umpqua Holdings Corp

Delisted

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

278 hedge funds and large institutions have $2.03B invested in Umpqua Holdings Corp in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $512K | Put options by funds: $475K

1% less capital invested

Capital invested by funds: $2.05B → $2.03B (-$17.7M)

7% less funds holding

Funds holding: 298278 (-20)

25% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 116

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

Holders
278
Holders Change
-20
Holders Change %
-6.71%
% of All Funds
5.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
87
Reduced
116
Closed
50
Calls
$512K
Puts
$475K
Net Calls
+$37K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
PH
251
Pinnacle Holdings
Oklahoma
$10.6K +$11K +1,000 New
BCA
252
Berman Capital Advisors
Georgia
$10K +$5.11K +463 +91%
S
253
SignatureFD
Georgia
$10K +$5.14K +466 +90%
JCM
254
Jacobi Capital Management
Pennsylvania
$8K
TWA
255
TCI Wealth Advisors
Arizona
$8K
CIA
256
CSat Investment Advisory
Michigan
$8K +$1.23K +111 +17%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$7K -$872 -79 -11%
PO
258
Private Ocean
California
$6K
MDCM
259
Morgan Dempsey Capital Management
Wisconsin
$5K -$1.63K -148 -23%
GWS
260
Glassman Wealth Services
Virginia
$4K +$3.92K +355 +789%
BWM
261
BerganKDV Wealth Management
Minnesota
$3K +$1.55K +140 +137%
BWA
262
BDO Wealth Advisors
Florida
$3K +$2.85K +258 New
AssetMark Inc
263
AssetMark Inc
California
$2K
IA
264
IFP Advisors
Florida
$2K
WTC
265
WhitTier Trust Company
Nevada
$2K
GAM
266
Gemmer Asset Management
California
$2K +$110 +10 +6%
ASN
267
Advisory Services Network
Georgia
$2K +$2.16K +196 New
LC
268
Lindbrook Capital
California
$1K -$6.99K -633 -87%
WT
269
Washington Trust
Rhode Island
$1K -$210 -19 -16%
BAM
270
Bellevue Asset Management
Washington
$1K
CAW
271
Cornerstone Advisors (Washington)
Washington
$1K
CFD
272
Creative Financial Designs
Indiana
$1K
GI
273
Gradient Investments
Minnesota
$1K
RCA
274
Ranch Capital Advisors
Florida
$1K
NFG
275
Next Financial Group
Texas
$1K +$1.1K +100 New

UMPQ Hedge Fund Activity: Q3 2020 in Review

278 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2020, worth a combined $2.03B — down 0.87% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of UMPQ and 31 opened new positions — a net loss of 19 holders — while 116 trimmed existing stakes and 87 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $46.1M. The largest seller was AllianceBernstein, cutting an estimated $22.8M.

  • 278 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2020, down from 298 in Q2 2020.
  • Funds reported $2.03B of Umpqua Holdings Corp stock for Q3 2020, down 0.87% quarter-over-quarter.
  • 31 funds opened new Umpqua Holdings Corp positions in Q3 2020 and 50 closed out, a net change of -19 holders.
  • The largest Umpqua Holdings Corp buyer in Q3 2020 was Massachusetts Financial Services, an estimated $46.1M added.
  • The largest Umpqua Holdings Corp seller in Q3 2020 was AllianceBernstein, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2020.