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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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208 hedge funds and large institutions have $2.13B invested in Umpqua Holdings Corp in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more call options, than puts

Call options by funds: $39K | Put options by funds: $4K

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2% more funds holding

Funds holding: 203 → 208 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $2.2B → $2.13B (-$71.2M)

16% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 81

Holders
208
Holders Change
+5
Holders Change %
+2.46%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
68
Reduced
81
Closed
18
Calls
$39K
Puts
$4K
Net Calls
+$35K
Net Calls Change
-$624K

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$38.2M
2
EAM
Eagle Asset Management
Florida
+$24.4M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$23.1M
4
SBH
Segall Bryant & Hamill
Illinois
+$7.37M
5
UOC
UBS O'Connor
Illinois
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
HHC
Hutchin Hill Capital
New York
-$17.7M
2
TA
Teachers Advisors
New York
-$13.8M
3
CB
Cooke & Bieler
Pennsylvania
-$13.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
76
Turner Investments
Pennsylvania
$3.37M – – –
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$3.23M -$104K -5,747 -3%
TA
78
Teachers Advisors
New York
$3.15M -$13.8M -760,335 -82%
ProShare Advisors
79
ProShare Advisors
Maryland
$2.88M +$1.78M +98,459 +176%
MPAM
80
Monarch Partners Asset Management
Massachusetts
$2.61M +$8.15K +450 +0.3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$2.5M – – –
MIU
82
Man Investments (UK)
United Kingdom
$2.42M +$733K +40,455 +45%
Swiss National Bank
83
Swiss National Bank
Switzerland
$2.37M +$357K +19,700 +18%
AQR Capital Management
84
AQR Capital Management
Connecticut
$2.33M -$95.4K -5,265 -4%
Bank of America
85
Bank of America
North Carolina
$2.16M -$1.13M -62,395 -35%
TPSF
86
Texas Permanent School Fund
Texas
$2.11M -$81.7K -4,510 -4%
NFA
87
Nationwide Fund Advisors
Ohio
$2.1M -$538K -29,682 -21%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.06M -$33.1K -1,830 -2%
RBA
89
Richard Bernstein Advisors
New York
$2M +$238K +13,113 +14%
PCM
90
Palouse Capital Management
Washington
$1.92M +$1.53M +84,265 +445%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$1.88M -$284K -15,700 -13%
WPC
92
White Pine Capital
Minnesota
$1.88M +$906 +50 +0%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$1.77M -$58K -3,200 -3%
AIG
94
American International Group
New York
$1.71M +$43K +2,373 +3%
FG
95
FSI Group
Ohio
$1.69M +$1.64M +90,756 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M -$471 -26 -0%
ICM
97
IMS Capital Management
Oregon
$1.62M +$24.5K +1,352 +2%
Citigroup
98
Citigroup
New York
$1.57M -$817K -45,122 -35%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.56M – – –
GKIM
100
GW&K Investment Management
Massachusetts
$1.56M -$9.04M -499,137 -86%
2 3
4
5 6

UMPQ Hedge Fund Activity: Q1 2014 in Review

208 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2014, worth a combined $2.13B — down 3.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UMPQ positions and 18 closed out — a net gain of 6 holders — while 68 added to existing stakes and 81 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $38.2M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $17.7M sold.

  • 208 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2014, up from 203 in Q4 2013.
  • Funds reported $2.13B of Umpqua Holdings Corp stock for Q1 2014, down 3.2% quarter-over-quarter.
  • 24 funds opened new Umpqua Holdings Corp positions in Q1 2014 and 18 closed out, a net change of +6 holders.
  • The largest Umpqua Holdings Corp buyer in Q1 2014 was Cramer Rosenthal McGlynn, an estimated $38.2M added.
  • The largest Umpqua Holdings Corp seller in Q1 2014 was Hutchin Hill Capital, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2014.