Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
332 hedge funds and large institutions have $3.27B invested in Umpqua Holdings Corp in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 120 reducing their positions, and 22 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
85% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $552K
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
3% more funds holding
Funds holding: 322 → 332 (+10)
3% more capital invested
Capital invested by funds: $3.18B → $3.27B (+$87.1M)
6% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$21.7M |
| 2 |
Squarepoint
New York
|
+$16.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.6M |
| 4 |
Millennium Management
New York
|
+$13.4M |
| 5 |
Goldman Sachs
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VI
Versor Investments
New York
|
-$30M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$24.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$23M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.91M |
| 5 |
Morgan Stanley
New York
|
-$7.89M |
UMPQ Hedge Fund Activity: Q3 2022 in Review
332 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2022, worth a combined $3.27B — up 2.7% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UMPQ positions and 22 closed out — a net gain of 13 holders — while 113 added to existing stakes and 120 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $21.7M. The largest seller was Versor Investments, cutting an estimated $30M.
- 332 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2022, up from 322 in Q2 2022.
- Funds reported $3.27B of Umpqua Holdings Corp stock for Q3 2022, up 2.7% quarter-over-quarter.
- 35 funds opened new Umpqua Holdings Corp positions in Q3 2022 and 22 closed out, a net change of +13 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2022 was Massachusetts Financial Services, an estimated $21.7M added.
- The largest Umpqua Holdings Corp seller in Q3 2022 was Versor Investments, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2022.