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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
LIM
276
Longfellow Investment Management
Massachusetts
– -$73.9K -4,139 Closed
C
277
Covestor
United Kingdom
– -$65K -3,618 Closed
S
278
SignatureFD
Georgia
– -$56K -3,140 Closed
MHR
279
Matthew Hamilton Rosenberg
– -$49.1K -2,750 Closed
PA
280
Parallel Advisors
California
– -$46.9K -2,629 Closed
CCA
281
Column Capital Advisors
Indiana
– -$42.2K -2,362 Closed
HIA
282
Harbor Investment Advisory
Maryland
– -$34.2K -1,918 Closed
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
– -$30.6K -1,717 Closed
CSC
284
Caldwell Sutter Capital
California
– -$30.6K -1,714 Closed
Loomis, Sayles & Company
285
Loomis, Sayles & Company
Massachusetts
– -$30K -1,706 Closed
Nomura Asset Management
286
Nomura Asset Management
Japan
– -$28.7K -1,610 Closed
AF
287
Allworth Financial
California
– -$25.8K -1,447 Closed
PH
288
Pinnacle Holdings
Oklahoma
– -$17.9K -1,000 Closed
Bessemer Group
289
Bessemer Group
New Jersey
– -$17K -950 Closed
HFM
290
Harvest Fund Management
China
– -$15K -855 Closed
Simplex Trading
291
Simplex Trading
Illinois
– -$14K -817 Closed
LC
292
Lindbrook Capital
California
– -$13.7K -770 Closed
TWA
293
TCI Wealth Advisors
Arizona
– -$13.7K -766 Closed
CWA
294
Clearview Wealth Advisors
Oregon
– -$11.7K -658 Closed
CAL
295
Capital Analysts LLC
Pennsylvania
– -$11K -611 Closed
IA
296
IFP Advisors
Florida
– -$11K -595 Closed
PCM
297
Peregrine Capital Management
Minnesota
– -$10K -550 Closed
BWM
298
Baystate Wealth Management
Massachusetts
– -$10K -537 Closed
HFS
299
Hantz Financial Services
Michigan
– -$9K -504 Closed
BAM
300
Belpointe Asset Management
Nevada
– -$8.12K -455 Closed
10 11
12
13 14

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.