Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$76.8M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$33.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$25.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$52.4M |
| 2 |
Millennium Management
New York
|
-$23.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$19.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$14.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
326
Paradigm Asset Management
New York
| – | -$478K | -24,500 | Closed |
|
|
SOADOR
327
State of Alaska Department of Revenue
Juneau,
Alaska
| – | -$367K | -18,850 | Closed |
|
|
QT
328
Quantbot Technologies
New York
| – | -$295K | -15,144 | Closed |
|
329
Tudor Investment Corp
Stamford,
Connecticut
| – | -$270K | -13,858 | Closed |
|
330
Nomura Holdings
Tokyo,
Japan
| – | -$222K | -11,430 | Closed |
|
|
WTB
331
Washington Trust Bank
Spokane,
Washington
| – | -$50K | -2,556 | Closed |
|
|
AIM
332
Assured Investment Management
New York
| – | -$23K | -1,157 | Closed |
|
333
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$7K | -359 | Closed |
|
|
BA
334
Bristlecone Advisors
Bellevue,
Washington
| – | -$7K | -350 | Closed |
|
|
FRA
335
Front Row Advisors
Tiburon,
California
| – | +$207 | +10 | New |
|
|
GWS
336
Glassman Wealth Services
Vienna,
Virginia
| – | +$248 | +12 | New |
|
|
KJWM
337
Kiley Juergens Wealth Management
Olympia,
Washington
| – | +$269 | +13 | New |
|
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.