Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
362 hedge funds and large institutions have $3.1B invested in Umpqua Holdings Corp in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 51 closing their positions.
61% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 51
9% more funds holding
Funds holding: 332 → 362 (+30)
1% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 123
24% less capital invested
Capital invested by funds: $4.1B → $3.1B (-$998M)
97% less call options, than puts
Call options by funds: $7K | Put options by funds: $268K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
+$41.2M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$36.2M |
| 3 |
Renaissance Technologies
New York
|
+$25.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$21.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$123M |
| 2 |
State Street
Boston,
Massachusetts
|
-$44.2M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$24.1M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$14.6M |
| 5 |
Millennium Management
New York
|
-$14.2M |
UMPQ Hedge Fund Activity: Q4 2018 in Review
362 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2018, worth a combined $3.1B — down 24% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new UMPQ positions and 51 closed out — a net gain of 31 holders — while 122 added to existing stakes and 123 trimmed.
The largest buyer was Hamlin Capital Management, opening a new position worth an estimated $41.2M. The largest seller was Capital World Investors, cutting an estimated $123M.
- 362 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2018, up from 332 in Q3 2018.
- Funds reported $3.1B of Umpqua Holdings Corp stock for Q4 2018, down 24% quarter-over-quarter.
- 82 funds opened new Umpqua Holdings Corp positions in Q4 2018 and 51 closed out, a net change of +31 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2018 was Hamlin Capital Management, an estimated $41.2M added.
- The largest Umpqua Holdings Corp seller in Q4 2018 was Capital World Investors, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2018.