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UMPQ

Umpqua Holdings Corp

Delisted

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

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: 3482 (-346)

100% less funds holding in top 10

Funds holding in top 10: 60 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
301
Sageworth Trust Company of South Dakota
South Dakota
-$8K -453 Closed
EI
302
Ellevest Inc
New York
-$8.05K -451 Closed
HCP
303
Hexagon Capital Partners
Arkansas
-$7.69K -431 Closed
ARS
304
Adirondack Retirement Specialists
New York
-$7.14K -400 Closed
GWS
305
Glassman Wealth Services
Virginia
-$7.14K -400 Closed
WPWM
306
Western Pacific Wealth Management
Illinois
-$7.14K -400 Closed
ST
307
Sageworth Trust
Pennsylvania
-$6K -309 Closed
MFC
308
Mechanics Financial Corp
Ohio
-$5K -300 Closed
PFBT
309
Parkside Financial Bank & Trust
Missouri
-$5.27K -295 Closed
WT
310
Whittier Trust
California
-$4.76K -267 Closed
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
-$4.73K -265 Closed
TCWA
312
Ten Capital Wealth Advisors
Washington
-$4.43K -248 Closed
JWA
313
JFS Wealth Advisors
Pennsylvania
-$3.8K -213 Closed
KFP
314
KB Financial Partners
New Jersey
-$3K -171 Closed
WTC
315
WhitTier Trust Company
Nevada
-$2.96K -166 Closed
QC
316
Quent Capital
New York
-$2.84K -159 Closed
BIA
317
Bell Investment Advisors
California
-$2.71K -152 Closed
SC
318
Schubert & Co
Texas
-$2.52K -141 Closed
BAM
319
Bellevue Asset Management
Washington
-$1.81K -102 Closed
NA
320
NewEdge Advisors
Louisiana
-$1.8K -101 Closed
CWP
321
Concord Wealth Partners
Virginia
-$1.73K -97 Closed
FMII
322
Farmers & Merchants Investments Inc
Nebraska
-$1.68K -94 Closed
MRCM
323
M&R Capital Management
New Jersey
-$1.66K -93 Closed
VCM
324
Versant Capital Management
Arizona
-$1.62K -91 Closed
CFD
325
Creative Financial Designs
Indiana
-$1.53K -86 Closed

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.