Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
320 hedge funds and large institutions have $3.4B invested in Umpqua Holdings Corp in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 100 reducing their positions, and 31 closing their positions.
99% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $602K
71% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 31
16% more capital invested
Capital invested by funds: $2.92B → $3.4B (+$473M)
13% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 100
7% more funds holding
Funds holding: 300 → 320 (+20)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$23.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$16.3M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$59.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$57.2M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$31.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.9M |
UMPQ Hedge Fund Activity: Q1 2021 in Review
320 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2021, worth a combined $3.4B — up 16% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 31 closed out — a net gain of 22 holders — while 113 added to existing stakes and 100 trimmed.
The largest buyer was BlackRock, adding an estimated $23.5M. The largest seller was Atlanta Capital Management, cutting an estimated $59.1M.
- 320 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2021, up from 300 in Q4 2020.
- Funds reported $3.4B of Umpqua Holdings Corp stock for Q1 2021, up 16% quarter-over-quarter.
- 53 funds opened new Umpqua Holdings Corp positions in Q1 2021 and 31 closed out, a net change of +22 holders.
- The largest Umpqua Holdings Corp buyer in Q1 2021 was BlackRock, an estimated $23.5M added.
- The largest Umpqua Holdings Corp seller in Q1 2021 was Atlanta Capital Management, an estimated $59.1M sold.
Based on aggregated 13F filings for Q1 2021.