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UMPQ

Umpqua Holdings Corp

Delisted

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

308 hedge funds and large institutions have $2.08B invested in Umpqua Holdings Corp in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 104 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 104

7% less funds holding

Funds holding: 330308 (-22)

32% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 57

39% less capital invested

Capital invested by funds: $3.41B → $2.08B (-$1.33B)

52% less call options, than puts

Call options by funds: $574K | Put options by funds: $1.2M

Holders
308
Holders Change
-22
Holders Change %
-6.67%
% of All Funds
6.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
121
Reduced
104
Closed
57
Calls
$574K
Puts
$1.2M
Net Calls
-$626K
Net Calls Change
-$685K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$6K +$5.34K +343 +117%
PO
277
Private Ocean
California
$6K +$8.77K +564 New
CIA
278
Cascade Investment Advisors
Oregon
$4.81K
AWM
279
Avior Wealth Management
Nebraska
$4K
CAW
280
Cornerstone Advisors (Washington)
Washington
$4K +$3.06K +197 +139%
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4.87K +313 +467%
CFG
282
Citizens Financial Group
Rhode Island
$4K +$4.96K +319 New
BCA
283
Berman Capital Advisors
Georgia
$3K -$3.25K -209 -41%
LC
284
Lindbrook Capital
California
$3K -$1.7K -109 -28%
FCA
285
FinTrust Capital Advisors
South Carolina
$3K
EI
286
Ellevest Inc
New York
$3K +$2.5K +161 +187%
TI
287
tru Independence
Oregon
$2.9K -$251K -16,125 -6%
S
288
SignatureFD
Georgia
$2K -$669 -43 -19%
WTC
289
WhitTier Trust Company
Nevada
$2K
IA
290
IFP Advisors
Florida
$2K +$1.14K +73 +100%
WT
291
Washington Trust
Rhode Island
$2K +$2.18K +140 New
ABC
292
Associated Banc-Corp
Wisconsin
$2K +$2.49K +160 New
SF
293
Synovus Financial
Georgia
$2K +$2.55K +164 New
NFG
294
Next Financial Group
Texas
$1K -$226K -14,537 -99%
CFGS
295
Concourse Financial Group Securities
Alabama
$1K -$72.9K -4,685 -98%
TRCT
296
Tower Research Capital (TRC)
New York
$1K -$3K -193 -72%
GI
297
Gradient Investments
Minnesota
$1K
LWA
298
Lenox Wealth Advisors
New York
$1K
RCA
299
Ranch Capital Advisors
Florida
$1K
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$1K

UMPQ Hedge Fund Activity: Q1 2020 in Review

308 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2020, worth a combined $2.08B — down 39% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of UMPQ and 39 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 121 added.

The largest buyer was Citadel Advisors, adding an estimated $36.5M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $63.7M sold.

  • 308 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2020, down from 330 in Q4 2019.
  • Funds reported $2.08B of Umpqua Holdings Corp stock for Q1 2020, down 39% quarter-over-quarter.
  • 39 funds opened new Umpqua Holdings Corp positions in Q1 2020 and 57 closed out, a net change of -18 holders.
  • The largest Umpqua Holdings Corp buyer in Q1 2020 was Citadel Advisors, an estimated $36.5M added.
  • The largest Umpqua Holdings Corp seller in Q1 2020 was Hamlin Capital Management, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2020.