Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
300 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 30 closing their positions.
200% more call options, than puts
Call options by funds: $992K | Put options by funds: $331K
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
44% more capital invested
Capital invested by funds: $2.03B → $2.92B (+$891M)
8% more funds holding
Funds holding: 278 → 300 (+22)
2% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$16.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$16.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$12.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18.1M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$17.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$9.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Group One Trading
Chicago,
Illinois
| – | -$22.2K | -1,618 | Closed |
|
|
CIA
327
CSat Investment Advisory
Detroit,
Michigan
| – | -$8K | -774 | Closed |
|
|
MDCM
328
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$5K | -505 | Closed |
|
|
ASN
329
Advisory Services Network
Atlanta,
Georgia
| – | -$2.37K | -173 | -88% |
|
|
HPC
330
HM Payson & Co
Portland,
Maine
| – | -$1K | -125 | Closed |
|
UMPQ Hedge Fund Activity: Q4 2020 in Review
300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2020, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 30 closed out — a net gain of 23 holders — while 101 added to existing stakes and 103 trimmed.
The largest buyer was Endeavour Capital Advisors, adding an estimated $16.8M. The largest seller was Goldman Sachs, cutting an estimated $33.2M.
- 300 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2020, up from 278 in Q3 2020.
- Funds reported $2.92B of Umpqua Holdings Corp stock for Q4 2020, up 44% quarter-over-quarter.
- 53 funds opened new Umpqua Holdings Corp positions in Q4 2020 and 30 closed out, a net change of +23 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2020 was Endeavour Capital Advisors, an estimated $16.8M added.
- The largest Umpqua Holdings Corp seller in Q4 2020 was Goldman Sachs, an estimated $33.2M sold.
Based on aggregated 13F filings for Q4 2020.