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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
HIA
251
Harbor Investment Advisory
Maryland
$39K +$10.9K +795 +44%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$38K +$9.78K +714 +40%
CWAF
253
Core Wealth Advisors (Florida)
Florida
$30K +$27.4K +2,000 New
Fidelity Investments
254
Fidelity Investments
Massachusetts
$27K +$15.3K +1,120 +168%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$26K +$973 +71 +4%
S
256
SignatureFD
Georgia
$24K +$8.19K +598 +61%
Fidelity International
257
Fidelity International
Bermuda
$22K -$6.83M -498,656 -100%
QCG
258
Quadrant Capital Group
Ohio
$21K +$2.21K +161 +13%
NG
259
NWK Group
California
$21K +$19.2K +1,400 New
AF
260
Allworth Financial
California
$18K
NICM
261
Neo Ivy Capital Management
New York
$17K +$15K +1,095 New
PH
262
Pinnacle Holdings
Oklahoma
$15.1K
BCA
263
Berman Capital Advisors
Georgia
$14K +$14 +1 +0.1%
Loomis, Sayles & Company
264
Loomis, Sayles & Company
Massachusetts
$14K +$12.2K +892 New
CWM
265
Cranbrook Wealth Management
Michigan
$13K +$11.6K +844 New
NFG
266
Next Financial Group
Texas
$12K +$9.28K +677 +677%
FCA
267
FinTrust Capital Advisors
South Carolina
$11K
JCM
268
Jacobi Capital Management
Pennsylvania
$11K
TWA
269
TCI Wealth Advisors
Arizona
$11K
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$11K +$9.87K +720 New
IAIM
271
International Assets Investment Management
Florida
$11K +$10.1K +739 New
PO
272
Private Ocean
California
$9K +$14 +1 +0.2%
AIG
273
American International Group
New York
$6.02K -$85.9K -6,270 -2%
GWS
274
Glassman Wealth Services
Virginia
$6K
IPW
275
IronBridge Private Wealth
Texas
$6K +$5.66K +413 New

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.