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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
LA
301
Legacy Advisors
Pennsylvania
$5K +$5.62K +272 New
IA
302
IFP Advisors
Florida
$4K -$11.8K -571 -76%
CFD
303
Creative Financial Designs
Indiana
$4K – – –
SWP
304
Stratos Wealth Partners
Ohio
$4K +$4.44K +215 New
PWM
305
Paulson Wealth Management
Illinois
$3K +$2.79K +135 New
STA
306
Summit Trail Advisors
New York
$2K +$1.53K +74 New
SWM
307
SeaCrest Wealth Management
New York
$2K +$1.76K +85 New
GI
308
Gradient Investments
Minnesota
$2K +$2.27K +110 New
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
VDFA
310
Vickerman & Driscoll Financial Advisors
Washington
$1K +$992 +48 New
TA
311
Townsend & Associates
Colorado
$1K +$1.05K +51 New
PCG
312
Private Capital Group
Connecticut
$64 +$63.4K +3,070 New
NFA
313
Nationwide Fund Advisors
Ohio
– -$14.2M -727,102 Closed
BCPEM
314
Bain Capital Public Equity Management
Massachusetts
– -$13.5M -693,640 Closed
Balyasny Asset Management
315
Balyasny Asset Management
Illinois
– -$9.78M -501,071 Closed
LG
316
Leuthold Group
Minnesota
– -$3.41M -174,628 Closed
PCM
317
Palouse Capital Management
Washington
– -$3.23M -165,464 Closed
CC
318
Carlson Capital
Texas
– -$2.93M -150,000 Closed
Two Sigma Advisers
319
Two Sigma Advisers
New York
– -$1.76M -90,020 Closed
MC
320
Menta Capital
California
– -$1.46M -74,619 Closed
RJFSA
321
Raymond James Financial Services Advisors
Florida
– -$665K -34,082 Closed
LCM
322
Laurion Capital Management
New York
– -$607K -31,100 Closed
PP
323
Paloma Partners
Connecticut
– -$593K -30,390 Closed
HI
324
HBK Investments
Texas
– -$525K -26,900 Closed
SI
325
SII Investments
Wisconsin
– -$481K -24,545 Closed
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.