We are live on ! Find out more
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
ADIM
276
Alpha DNA Investment Management
Maryland
$6K +$5.8K +423 New
GWM
277
Geneos Wealth Management
Colorado
$6K +$7.91K +577 New
TCWA
278
Ten Capital Wealth Advisors
Washington
$5K +$4.59K +335 New
BWA
279
BDO Wealth Advisors
Florida
$4K
BWM
280
BerganKDV Wealth Management
Minnesota
$4K
WT
281
Washington Trust
Rhode Island
$4K +$2.52K +184 +182%
TI
282
tru Independence
Oregon
$3.71K -$120K -8,735 -3%
PAM
283
Panagora Asset Management
Massachusetts
$3K -$275K -20,070 -99%
AssetMark Inc
284
AssetMark Inc
California
$3K
GAM
285
Gemmer Asset Management
California
$3K
WTC
286
WhitTier Trust Company
Nevada
$3K
VCG
287
Vantage Consulting Group
Virginia
$3K +$2.42K +177 New
BWA
288
Burt Wealth Advisors
Maryland
$3K +$2.86K +209 New
IA
289
IFP Advisors
Florida
$2K -$110 -8 -5%
RCA
290
Ranch Capital Advisors
Florida
$2K
BAM
291
Bellevue Asset Management
Washington
$2K +$14 +1 +1%
CFD
292
Creative Financial Designs
Indiana
$1K
GI
293
Gradient Investments
Minnesota
$1K
LC
294
Lindbrook Capital
California
$1K
VCM
295
Versant Capital Management
Arizona
$1K
EI
296
Ellevest Inc
New York
$1K +$480 +35 New
TF
297
Tompkins Financial
New York
$1K +$699 +51 New
CFGS
298
Concourse Financial Group Securities
Alabama
$1K +$973 +71 New
PWPS
299
Pinnacle Wealth Planning Services
Ohio
$1K +$1.26K +92 New
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
-$21.1M -1,982,402 Closed

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.