UMPQ

Umpqua Holdings Corp
UMPQ

Overview Fund Activity
Delisted

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

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331 hedge funds and large institutions have $4.1B invested in Umpqua Holdings Corp in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 117 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-8
Holders Change %
-2.36%
% of All Funds
7.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
117
Closed
47
Calls
$227K
Puts
$4.61M
Net Calls
-$4.38M
Net Calls Change
-$6.83M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$24.8M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$21.4M
3
RJA
Raymond James & Associates
Florida
+$20.9M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$20M
5
Millennium Management
Millennium Management
New York
+$15.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$17M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.1M
3
PP
Paloma Partners
Connecticut
-$14.7M
4
Capital World Investors
Capital World Investors
California
-$13.9M
5
Morgan Stanley
Morgan Stanley
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$11K +$743 +37 +7%
CHP
302
Cable Hill Partners
Oregon
$10K -$9.47K -444 -49%
VCM
303
Versant Capital Management
Arizona
$10K -$82 -4 -0.8%
HFM
304
Hartford Financial Management
Connecticut
$10K – – –
LA
305
Legacy Advisors
Pennsylvania
$10K +$10K +453 New
AW
306
Alpha Windward
Massachusetts
$8K -$446K -21,240 -98%
AWM
307
Avior Wealth Management
Nebraska
$8K – – –
GAM
308
Gemmer Asset Management
California
$8K – – –
CFA
309
Carroll Financial Associates
North Carolina
$7K – – –
IA
310
IFP Advisors
Florida
$7K +$362 +18 +5%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$6K -$2.01K -98 -25%
SWM
312
SeaCrest Wealth Management
New York
$6K +$43 +2 +0.7%
SWP
313
Stratos Wealth Partners
Ohio
$5K +$5K +219 New
CFD
314
Creative Financial Designs
Indiana
$4K – – –
CCM
315
Cribstone Capital Management
Maine
$4K – – –
GI
316
Gradient Investments
Minnesota
$2K – – –
KJWM
317
Kiley Juergens Wealth Management
Washington
$2K – – –
CAW
318
Cornerstone Advisors (Washington)
Washington
$2K +$654 +34 +49%
ST
319
Somerset Trust
Pennsylvania
$2K +$2K +77 New
VFA
320
Valeo Financial Advisors
Indiana
$2K +$2K +129 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$1.73K – – –
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PFBT
323
Parkside Financial Bank & Trust
Missouri
$1K – – –
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
VDFA
325
Vickerman & Driscoll Financial Advisors
Washington
$1K – – –
11 12
13
14 15