UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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302 hedge funds and large institutions have $3.71B invested in Umpqua Holdings Corp in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
109
Reduced
121
Closed
36
Calls
$1.34M
Puts
$650K
Net Calls
+$690K
Net Calls Change
+$1.41M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$258M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$86.2M
3
State Street
State Street
Massachusetts
$225M
4
Macquarie Group
Macquarie Group
Australia
$84.2M
5
Capital World Investors
Capital World Investors
California
$254M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Neuberger Berman Group
Neuberger Berman Group
New York
$67.1M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$39.2M
4
Ameriprise
Ameriprise
Minnesota
$16.7M
5
EAM
Edge Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
276
Quadrant Capital Group
Ohio
$14K -$5.77K -327 -29%
HPBT
277
High Point Bank & Trust
North Carolina
$14K – – –
TWA
278
TCI Wealth Advisors
Arizona
$14K – – –
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +741 New
BBHC
280
Brown Brothers Harriman & Co
New York
$13K – – –
AIL
281
AGF Investments LLC
Ontario, Canada
$13K +$13K +654 New
FPFS
282
First Personal Financial Services
North Carolina
$12K -$168 -9 -1%
MCA
283
Mercer Capital Advisers
New Jersey
$12K – – –
LNB
284
Ledyard National Bank
$11K – – –
FAN
285
Financial Advisors Network
California
$10.3K +$10.3K +564 New
CG
286
Cutler Group
California
$10K +$1.85K +100 +23%
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
$9K -$10.1K -554 -53%
HFM
288
Hartford Financial Management
Connecticut
$9K – – –
CHP
289
Cable Hill Partners
Oregon
$9K +$37 +2 +0.4%
GAM
290
Gemmer Asset Management
California
$8K -$1.41K -71 -15%
CFD
291
Creative Financial Designs
Indiana
$8K +$8K +409 New
MFS
292
MSI Financial Services
Massachusetts
$7K -$573 -29 -8%
GI
293
Gradient Investments
Minnesota
$6K -$6.87K -395 -53%
WCBA
294
Weaver C. Barksdale & Associates
Tennessee
$6K -$274 -15 -4%
AF
295
Allworth Financial
California
$6K +$52 +3 +0.9%
BIG
296
Bellwether Investment Group
Tennessee
$6K +$6K +305 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$4K -$2.12K -111 -35%
HR
298
Howe & Rusling
New York
$4K – – –
IA
299
IFP Advisors
Florida
$4K +$804 +42 +25%
GWM
300
Geneos Wealth Management
Colorado
$2K -$7.8K -472 -80%
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