Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
306 hedge funds and large institutions have $4.32B invested in Umpqua Holdings Corp in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 111 reducing their positions, and 41 closing their positions.
1,017% more call options, than puts
Call options by funds: $972K | Put options by funds: $87K
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
3% more capital invested
Capital invested by funds: $4.19B → $4.32B (+$134M)
2% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 111
3% less funds holding
Funds holding: 316 → 306 (-10)
20% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$75.5M |
| 2 |
State Street
Boston,
Massachusetts
|
+$36M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$25.6M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$23.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$48M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$42.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$40.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$26.5M |
| 5 |
Bank of New York Mellon
New York
|
-$17.2M |
UMPQ Hedge Fund Activity: Q1 2018 in Review
306 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2018, worth a combined $4.32B — up 3.2% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of UMPQ and 33 opened new positions — a net loss of 8 holders — while 111 trimmed existing stakes and 109 added.
The largest buyer was Millennium Management, adding an estimated $75.5M. The largest seller was First Trust Advisors, cutting an estimated $48M.
- 306 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2018, down from 316 in Q4 2017.
- Funds reported $4.32B of Umpqua Holdings Corp stock for Q1 2018, up 3.2% quarter-over-quarter.
- 33 funds opened new Umpqua Holdings Corp positions in Q1 2018 and 41 closed out, a net change of -8 holders.
- The largest Umpqua Holdings Corp buyer in Q1 2018 was Millennium Management, an estimated $75.5M added.
- The largest Umpqua Holdings Corp seller in Q1 2018 was First Trust Advisors, an estimated $48M sold.
Based on aggregated 13F filings for Q1 2018.