Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
250 hedge funds and large institutions have $3.29B invested in Umpqua Holdings Corp in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 63 reducing their positions, and 20 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 63
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
18% more call options, than puts
Call options by funds: $170K | Put options by funds: $144K
5% more funds holding
Funds holding: 239 → 250 (+11)
8% less capital invested
Capital invested by funds: $3.57B → $3.29B (-$277M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$91.2M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$37.7M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$37.2M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$33.8M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$129M |
| 2 |
THLTP
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
|
-$129M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$26.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.3M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$14.2M |
UMPQ Hedge Fund Activity: Q3 2014 in Review
250 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2014, worth a combined $3.29B — down 7.8% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UMPQ positions and 20 closed out — a net gain of 13 holders — while 116 added to existing stakes and 63 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $91.2M. The largest seller was Warburg Pincus, cutting an estimated $129M.
- 250 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2014, up from 239 in Q2 2014.
- Funds reported $3.29B of Umpqua Holdings Corp stock for Q3 2014, down 7.8% quarter-over-quarter.
- 33 funds opened new Umpqua Holdings Corp positions in Q3 2014 and 20 closed out, a net change of +13 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2014 was Allianz Asset Management, an estimated $91.2M added.
- The largest Umpqua Holdings Corp seller in Q3 2014 was Warburg Pincus, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2014.