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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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330 hedge funds and large institutions have $3.41B invested in Umpqua Holdings Corp in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $511K | Put options by funds: $452K

11% more capital invested

Capital invested by funds: $3.09B → $3.41B (+$327M)

6% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 115

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

2% less funds holding

Funds holding: 337 → 330 (-7)

Holders
330
Holders Change
-7
Holders Change %
-2.08%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
122
Reduced
115
Closed
46
Calls
$511K
Puts
$452K
Net Calls
+$59K
Net Calls Change
-$199K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.5M
2
Macquarie Group
Macquarie Group
Australia
+$24.4M
3
CB
Cooke & Bieler
Pennsylvania
+$21.4M
4
Millennium Management
Millennium Management
New York
+$20.4M
5
EC
EJF Capital
Virginia
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$37.4M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$15M
3
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$12M
5
American Century Companies
American Century Companies
Missouri
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$27.3M +$4.57M +276,421 +22%
AQR Capital Management
27
AQR Capital Management
Connecticut
$26.7M +$7.95M +480,233 +47%
First Trust Advisors
28
First Trust Advisors
Illinois
$26.2M +$2.01M +121,665 +9%
WRF
29
Waddell & Reed Financial
Kansas
$24.9M +$1.72M +103,945 +8%
Millennium Management
30
Millennium Management
New York
$24.5M +$20.4M +1,233,112 +812%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$23.5M -$2.19M -132,500 -9%
EC
32
EJF Capital
Virginia
$23.4M +$14.5M +874,808 +196%
Goldman Sachs
33
Goldman Sachs
New York
$22.7M +$2.76M +166,971 +15%
Prudential Financial
34
Prudential Financial
New Jersey
$22.6M +$3.4M +205,269 +19%
Boston Partners
35
Boston Partners
Massachusetts
$20.8M -$1.17M -70,568 -6%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$19.6M -$665K -40,210 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$19.5M +$7.62M +460,700 +72%
SFM
38
Systematic Financial Management
New Jersey
$18.3M +$1.48M +89,479 +9%
Principal Financial Group
39
Principal Financial Group
Iowa
$17M -$36.3K -2,191 -0.2%
Invesco
40
Invesco
Georgia
$16.5M +$616K +37,219 +4%
DADC
41
D.A. Davidson & Co
Montana
$16M +$1M +60,671 +7%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$15.9M +$828K +50,000 +6%
Wells Fargo
43
Wells Fargo
California
$15.4M +$556K +33,613 +4%
GC
44
Guggenheim Capital
Illinois
$15.1M -$437K -26,400 -3%
Ameriprise
45
Ameriprise
Minnesota
$14.9M -$2.18M -131,565 -14%
N
46
Nuveen
North Carolina
$14.7M +$921K +55,628 +7%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$14.3M +$76.3K +4,612 +0.6%
Truist Financial
48
Truist Financial
North Carolina
$12.7M +$11.9M +717,778 New
Morgan Stanley
49
Morgan Stanley
New York
$12.2M +$1.09M +65,692 +11%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.1M +$1.46M +88,155 +15%
1
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UMPQ Hedge Fund Activity: Q4 2019 in Review

330 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2019, worth a combined $3.41B — up 11% from $3.09B a quarter earlier.

Fund positioning in UMPQ was balanced in Q4 2019: 46 funds opened new positions, 46 closed out, 122 added to existing stakes and 115 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.5M. The largest seller was Raymond James & Associates, cutting an estimated $37.4M.

  • 330 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2019, down from 337 in Q3 2019.
  • Funds reported $3.41B of Umpqua Holdings Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 46 funds opened new Umpqua Holdings Corp positions in Q4 2019 and 46 closed out, a net change of 0 holders.
  • The largest Umpqua Holdings Corp buyer in Q4 2019 was Citadel Advisors, an estimated $31.5M added.
  • The largest Umpqua Holdings Corp seller in Q4 2019 was Raymond James & Associates, an estimated $37.4M sold.

Based on aggregated 13F filings for Q4 2019.