Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
203 hedge funds and large institutions have $2.2B invested in Umpqua Holdings Corp in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 24 closing their positions.
187% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $353K
32% more capital invested
Capital invested by funds: $1.67B → $2.2B (+$528M)
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
3% more funds holding
Funds holding: 198 → 203 (+5)
8% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$50.6M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$43.7M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$33.3M |
| 4 |
Renaissance Technologies
New York
|
+$12.4M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$10.1M |
| 2 |
JP Morgan Chase
New York
|
-$8.06M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.83M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.48M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$5.02M |
UMPQ Hedge Fund Activity: Q4 2013 in Review
203 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2013, worth a combined $2.2B — up 32% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UMPQ positions and 24 closed out — a net gain of 5 holders — while 71 added to existing stakes and 77 trimmed.
The largest buyer was State Street, adding an estimated $50.6M. The largest seller was Principal Financial Group, cutting an estimated $10.1M.
- 203 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2013, up from 198 in Q3 2013.
- Funds reported $2.2B of Umpqua Holdings Corp stock for Q4 2013, up 32% quarter-over-quarter.
- 29 funds opened new Umpqua Holdings Corp positions in Q4 2013 and 24 closed out, a net change of +5 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2013 was State Street, an estimated $50.6M added.
- The largest Umpqua Holdings Corp seller in Q4 2013 was Principal Financial Group, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2013.