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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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336 hedge funds and large institutions have $3.19B invested in Umpqua Holdings Corp in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $3.21B → $3.19B (-$23.8M)

5% less funds holding

Funds holding: 353 → 336 (-17)

15% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 136

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

84% less call options, than puts

Call options by funds: $28K | Put options by funds: $170K

Holders
336
Holders Change
-17
Holders Change %
-4.82%
% of All Funds
7.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
116
Reduced
136
Closed
54
Calls
$28K
Puts
$170K
Net Calls
-$142K
Net Calls Change
+$359K

Top Buyers

Rank Fund Capital Flow
1
ACM
Atlanta Capital Management
Georgia
+$33.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$23M
2
State Street
State Street
Massachusetts
-$21.3M
3
MHI
Miller Howard Investments
New York
-$18M
4
PAM
Panagora Asset Management
Massachusetts
-$10.4M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
– -$14K -873 Closed
AIC
377
Ameritas Investment Company
Nebraska
– -$12K -715 Closed
SWM
378
SeaCrest Wealth Management
New York
– -$9K -536 Closed
FNC
379
First National Corp
Massachusetts
– -$9K -524 Closed
CAM
380
Cresset Asset Management
Illinois
– -$5K -303 Closed
AIA
381
Alera Investment Advisors
Illinois
– -$3K -161 Closed
CHP
382
Cable Hill Partners
Oregon
– -$2K -148 Closed
PFO
383
Pathstone Family Office
New Jersey
– -$2K -145 Closed
QT
384
Quantamental Technologies
New York
– -$2K -134 Closed
WCM
385
WealthBridge Capital Management
Ohio
– -$2K -108 Closed
Simplex Trading
386
Simplex Trading
Illinois
– -$1.45K -86 Closed
CAW
387
Cornerstone Advisors (Washington)
Washington
– -$1K -76 Closed
TA
388
TCG Advisors
Texas
– -$1K -37 Closed
GWS
389
Glassman Wealth Services
Virginia
– +$85 +5 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
– +$423 +25 New
12 13 14 15
16

UMPQ Hedge Fund Activity: Q2 2019 in Review

336 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2019, worth a combined $3.19B — down 0.74% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UMPQ and 40 opened new positions — a net loss of 14 holders — while 136 trimmed existing stakes and 116 added.

The largest buyer was Atlanta Capital Management, adding an estimated $33.9M. The largest seller was Neuberger Berman Group, cutting an estimated $23M.

  • 336 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2019, down from 353 in Q1 2019.
  • Funds reported $3.19B of Umpqua Holdings Corp stock for Q2 2019, down 0.74% quarter-over-quarter.
  • 40 funds opened new Umpqua Holdings Corp positions in Q2 2019 and 54 closed out, a net change of -14 holders.
  • The largest Umpqua Holdings Corp buyer in Q2 2019 was Atlanta Capital Management, an estimated $33.9M added.
  • The largest Umpqua Holdings Corp seller in Q2 2019 was Neuberger Berman Group, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.