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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
Mariner
251
Mariner
Kansas
– -$214K -11,963 Closed
WPC
252
White Pine Capital
Minnesota
– -$212K -11,850 Closed
CCM
253
Coldstream Capital Management
Washington
– -$210K -11,784 Closed
Jane Street
254
Jane Street
New York
– -$206K -11,557 Closed
HWAM
255
Hennion & Walsh Asset Management
New Jersey
– -$206K -11,529 Closed
URS
256
Utah Retirement Systems
Utah
– -$203K -11,400 Closed
SCM
257
Shelton Capital Management
Colorado
– -$203K -11,390 Closed
Amundi
258
Amundi
France
– -$196K -11,297 Closed
PCMC
259
Paragon Capital Management (Colorado)
Colorado
– -$200K -11,183 Closed
4WM
260
44 Wealth Management
Oregon
– -$197K -11,046 Closed
PA
261
Procyon Advisors
Connecticut
– -$196K -10,968 Closed
SAM
262
Shell Asset Management
Netherlands
– -$195K -10,936 Closed
PA
263
Profund Advisors
Maryland
– -$192K -10,731 Closed
CPA
264
Cardiff Park Advisors
California
– -$189K -10,600 Closed
API
265
Advisor Partners II
California
– -$188K -10,527 Closed
PRC
266
Pearl River Capital
Michigan
– -$185K -10,343 Closed
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
– -$169K -9,444 Closed
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
– -$161K -8,998 Closed
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
– -$149K -8,380 Closed
CMF
270
Counterpoint Mutual Funds
California
– -$128K -7,168 Closed
TRCT
271
Tower Research Capital (TRC)
New York
– -$122K -6,838 Closed
HNB
272
Huntington National Bank
Ohio
– -$117K -6,577 Closed
OWA
273
One Wealth Advisors
California
– -$115K -6,468 Closed
QCG
274
Quadrant Capital Group
Ohio
– -$87.3K -4,892 Closed
Fidelity Investments
275
Fidelity Investments
Massachusetts
– -$84.3K -4,721 Closed
9 10
11
12 13

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.