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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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198 hedge funds and large institutions have $1.67B invested in Umpqua Holdings Corp in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $652K

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

23% more capital invested

Capital invested by funds: $1.35B → $1.67B (+$317M)

11% more funds holding

Funds holding: 178 → 198 (+20)

Holders
198
Holders Change
+20
Holders Change %
+11.24%
% of All Funds
6.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
83
Reduced
56
Closed
16
Calls
$2.62M
Puts
$652K
Net Calls
+$1.96M
Net Calls Change
+$2.06M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$44.8M
2
Wells Fargo
Wells Fargo
California
+$32.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$14.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$12.5M
5
LI
LMCG Investments
Massachusetts
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$10.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.34M
3
GKIM
GW&K Investment Management
Massachusetts
-$5.79M
4
BTW
Boston Trust Walden
Massachusetts
-$5.27M
5
TC
TFS Capital
Pennsylvania
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$3.09M -$23.5K -1,427 -0.7%
CS
77
Credit Suisse
Switzerland
$2.59M -$1.78M -107,639 -40%
MSA
78
Mason Street Advisors
Wisconsin
$2.41M +$2.19M +133,039 +858%
Millennium Management
79
Millennium Management
New York
$2.4M +$2.24M +135,959 +1,152%
NFA
80
Nationwide Fund Advisors
Ohio
$2.35M +$126K +7,615 +6%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$2.17M +$11.9K +720 +0.5%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$2.01M – – –
Two Sigma Advisers
83
Two Sigma Advisers
New York
$1.95M +$275K +16,667 +16%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$1.93M +$1.96M +119,000 New
TPSF
85
Texas Permanent School Fund
Texas
$1.92M -$116K -7,050 -6%
WPC
86
White Pine Capital
Minnesota
$1.84M -$158K -9,550 -8%
ProShare Advisors
87
ProShare Advisors
Maryland
$1.81M +$199K +12,065 +12%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M +$75K +4,544 +4%
CCMH
89
Cornerstone Capital Management Holdings
New York
$1.75M +$109K +6,600 +7%
Swiss National Bank
90
Swiss National Bank
Switzerland
$1.74M +$54.4K +3,300 +3%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M -$173K -10,500 -9%
ASRS
92
Arizona State Retirement System
Arizona
$1.62M -$1.65K -100 -0.1%
PAM
93
Panagora Asset Management
Massachusetts
$1.6M -$1.56M -94,456 -49%
SO
94
STRS Ohio
Ohio
$1.54M -$19.8K -1,200 -1%
RBA
95
Richard Bernstein Advisors
New York
$1.53M – – –
AIG
96
American International Group
New York
$1.44M -$33.4K -2,023 -2%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$1.44M – – –
DADC
98
D.A. Davidson & Co
Montana
$1.32M +$1.81K +110 +0.1%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$1.3M +$358K +21,706 +37%
PA
100
Profund Advisors
Maryland
$1.2M +$705K +42,718 +137%
2 3
4
5 6

UMPQ Hedge Fund Activity: Q3 2013 in Review

198 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2013, worth a combined $1.67B — up 23% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UMPQ positions and 16 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $44.8M. The largest seller was AJO LP, exiting entirely with an estimated $10.4M sold.

  • 198 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2013, up from 178 in Q2 2013.
  • Funds reported $1.67B of Umpqua Holdings Corp stock for Q3 2013, up 23% quarter-over-quarter.
  • 39 funds opened new Umpqua Holdings Corp positions in Q3 2013 and 16 closed out, a net change of +23 holders.
  • The largest Umpqua Holdings Corp buyer in Q3 2013 was Lord, Abbett & Co, an estimated $44.8M added.
  • The largest Umpqua Holdings Corp seller in Q3 2013 was AJO LP, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2013.