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UMPQ

Umpqua Holdings Corp
UMPQ

Delisted

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

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300 hedge funds and large institutions have $2.92B invested in Umpqua Holdings Corp in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $992K | Put options by funds: $331K

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$891M)

8% more funds holding

Funds holding: 278 → 300 (+22)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

Holders
300
Holders Change
+22
Holders Change %
+7.91%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
101
Reduced
103
Closed
30
Calls
$992K
Puts
$331K
Net Calls
+$661K
Net Calls Change
+$624K

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$16.8M
2
State Street
State Street
Massachusetts
+$16.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$14.5M
4
SSA
Schonfeld Strategic Advisors
New York
+$12.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$12M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$33.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$18.1M
4
ACB
Aristotle Capital Boston
Massachusetts
-$17.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$3.99M +$605K +44,137 +20%
CSS
77
Cubist Systematic Strategies
Connecticut
$3.86M +$3.48M +253,788 +19,952%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$3.8M – – –
DADC
79
D.A. Davidson & Co
Montana
$3.73M -$341K -24,907 -9%
Renaissance Technologies
80
Renaissance Technologies
New York
$3.59M -$5.7M -416,100 -64%
MCM
81
Maltese Capital Management
New York
$3.48M +$3.15M +230,125 New
TPWA
82
TRUE Private Wealth Advisors
Oregon
$3.27M -$45.2K -3,295 -2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.2M +$2.09M +152,234 +256%
MOACM
84
Mutual of America Capital Management
New York
$3.12M -$1.66K -121 -0.1%
APF
85
Alaska Permanent Fund
Alaska
$3.07M – – –
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$3.07M +$277K +20,200 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M +$1.14M +83,000 +75%
ECM
88
ExodusPoint Capital Management
New York
$2.88M +$1.13M +82,380 +77%
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$2.85M -$4.88M -356,021 -65%
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
$2.83M +$2.57M +187,220 New
AQR Capital Management
91
AQR Capital Management
Connecticut
$2.72M +$168K +12,247 +7%
Squarepoint
92
Squarepoint
New York
$2.69M +$1.74M +127,305 +254%
TPSF
93
Texas Permanent School Fund
Texas
$2.68M -$396K -28,903 -14%
Lazard Asset Management
94
Lazard Asset Management
New York
$2.66M +$2.41M +175,754 New
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.62M -$331K -24,182 -12%
CYG
96
Clean Yield Group
Vermont
$2.62M -$535K -39,043 -18%
Holocene Advisors
97
Holocene Advisors
New York
$2.54M -$878K -64,110 -28%
LPL Financial
98
LPL Financial
California
$2.46M +$1.99M +145,559 +878%
Rafferty Asset Management
99
Rafferty Asset Management
New York
$2.44M +$34.9K +2,550 +2%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$2.39M +$338K +24,692 +19%
2 3
4
5 6

UMPQ Hedge Fund Activity: Q4 2020 in Review

300 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2020, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 30 closed out — a net gain of 23 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $16.8M. The largest seller was Goldman Sachs, cutting an estimated $33.2M.

  • 300 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2020, up from 278 in Q3 2020.
  • Funds reported $2.92B of Umpqua Holdings Corp stock for Q4 2020, up 44% quarter-over-quarter.
  • 53 funds opened new Umpqua Holdings Corp positions in Q4 2020 and 30 closed out, a net change of +23 holders.
  • The largest Umpqua Holdings Corp buyer in Q4 2020 was Endeavour Capital Advisors, an estimated $16.8M added.
  • The largest Umpqua Holdings Corp seller in Q4 2020 was Goldman Sachs, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2020.