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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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316 hedge funds and large institutions have $4.19B invested in Umpqua Holdings Corp in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 99 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $164K

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 99

14% more funds holding

Funds holding: 277 → 316 (+39)

9% more capital invested

Capital invested by funds: $3.84B → $4.19B (+$347M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
316
Holders Change
+39
Holders Change %
+14.08%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
114
Reduced
99
Closed
22
Calls
$1.13M
Puts
$164K
Net Calls
+$968K
Net Calls Change
+$815K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$76.8M
2
SI
Scout Investments
Missouri
+$33.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.1M
4
State Street
State Street
Massachusetts
+$25.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$22M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$52.4M
2
Millennium Management
Millennium Management
New York
-$23.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$19.7M
4
Bank of America
Bank of America
North Carolina
-$14.3M
5
NFA
Nationwide Fund Advisors
Ohio
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$20K +$20.7K +1,000 New
MIFH
277
Migdal Insurance & Financial Holdings
Israel
$19K -$21.9K -1,058 -54%
FQ
278
First Quadrant
California
$18K -$942K -45,581 -98%
TRCT
279
Tower Research Capital (TRC)
New York
$17K -$422K -20,413 -96%
CHP
280
Cable Hill Partners
Oregon
$17K +$41 +2 +0.2%
JCM
281
Jacobi Capital Management
Pennsylvania
$16K – – –
FMA
282
FNY Managed Accounts
New York
$16K +$16.5K +800 New
TWA
283
TCI Wealth Advisors
Arizona
$15K – – –
MCA
284
Mercer Capital Advisers
New Jersey
$13K – – –
WAM
285
Watermark Asset Management
California
$13K – – –
LNB
286
Ledyard National Bank
$12K – – –
HFM
287
Hartford Financial Management
Connecticut
$10K – – –
VCM
288
Versant Capital Management
Arizona
$10K – – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$10K +$83 +4 +0.8%
FPFS
290
First Personal Financial Services
North Carolina
$10K +$2.05K +99 +25%
FHA
291
First Horizon Advisors
Tennessee
$9K +$9.18K +444 New
AWM
292
Avior Wealth Management
Nebraska
$8K – – –
GAM
293
Gemmer Asset Management
California
$8K – – –
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$8K +$8.06K +390 New
AW
295
Alpha Windward
Massachusetts
$8K +$8.43K +408 New
WCBA
296
Weaver C. Barksdale & Associates
Tennessee
$7K -$269 -13 -4%
AF
297
Allworth Financial
California
$7K +$62 +3 +0.8%
PHK
298
Point72 Hong Kong
Hong Kong
$7K +$3.64K +176 +112%
APA
299
American Portfolios Advisors
New York
$6.7K +$6.65K +322 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$6K +$6.2K +300 New
10 11
12
13 14

UMPQ Hedge Fund Activity: Q4 2017 in Review

316 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2017, worth a combined $4.19B — up 9% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UMPQ positions and 22 closed out — a net gain of 41 holders — while 114 added to existing stakes and 99 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $76.8M. The largest seller was Citadel Advisors, cutting an estimated $52.4M.

  • 316 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2017, up from 277 in Q3 2017.
  • Funds reported $4.19B of Umpqua Holdings Corp stock for Q4 2017, up 9% quarter-over-quarter.
  • 63 funds opened new Umpqua Holdings Corp positions in Q4 2017 and 22 closed out, a net change of +41 holders.
  • The largest Umpqua Holdings Corp buyer in Q4 2017 was AllianceBernstein, an estimated $76.8M added.
  • The largest Umpqua Holdings Corp seller in Q4 2017 was Citadel Advisors, an estimated $52.4M sold.

Based on aggregated 13F filings for Q4 2017.