UMPQ

Umpqua Holdings Corp

Delisted

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

331 hedge funds and large institutions have $3.27B invested in Umpqua Holdings Corp in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+10
Holders Change %
+3.12%
% of All Funds
5.72%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
35
Increased
112
Reduced
120
Closed
22
Calls
$1.02M
Puts
$552K
Net Calls
+$468K
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
301
BDO Wealth Advisors
Florida
$5K
MFC
302
Mechanics Financial Corp
Ohio
$5K
WT
303
Whittier Trust
California
$5K
ST
304
Sageworth Trust
Pennsylvania
$5K
JWA
305
JFS Wealth Advisors
Pennsylvania
$4K -$1.03K -55 -20%
WT
306
Washington Trust
Rhode Island
$4K
TCWA
307
Ten Capital Wealth Advisors
Washington
$4K
KFP
308
KB Financial Partners
New Jersey
$4K
BWM
309
BerganKDV Wealth Management
Minnesota
$4K +$31 +2 +0.8%
LC
310
Lindbrook Capital
California
$3K -$1.18K -58 -28%
QC
311
Quent Capital
New York
$3K
WTC
312
WhitTier Trust Company
Nevada
$3K
Loomis, Sayles & Company
313
Loomis, Sayles & Company
Massachusetts
$3K
BTI
314
Blue Trust Inc
Georgia
$3K +$3K +154 New
VCM
315
Versant Capital Management
Arizona
$2K
BIA
316
Bell Investment Advisors
California
$2K
BAM
317
Bellevue Asset Management
Washington
$2K +$20 +1 +1%
SC
318
Schubert & Co
Texas
$2K +$923 +66 +86%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +94 New
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$1.76K +$636 +36,193 +57%
DI
321
Disciplined Investments
Oklahoma
$1K -$250 -11 -20%
CTC
322
Central Trust Company
Missouri
$1K
CFD
323
Creative Financial Designs
Indiana
$1K
CFGS
324
Concourse Financial Group Securities
Alabama
$1K +$262 +22 +35%
SIC
325
SJS Investment Consulting
Ohio
$1K +$1K +33 New