Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
257 hedge funds and large institutions have $3.47B invested in Umpqua Holdings Corp in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 75 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
61% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 75
3% more capital invested
Capital invested by funds: $3.38B → $3.47B (+$92.2M)
7% less funds holding
Funds holding: 276 → 257 (-19)
36% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 45
94% less call options, than puts
Call options by funds: $5K | Put options by funds: $86K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$66.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$15M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$13.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.5M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$37.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.9M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$15M |
| 4 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$14.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.1M |
UMPQ Hedge Fund Activity: Q1 2015 in Review
257 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2015, worth a combined $3.47B — up 2.7% from $3.38B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of UMPQ and 29 opened new positions — a net loss of 16 holders — while 75 trimmed existing stakes and 121 added.
The largest buyer was Capital International Investors, adding an estimated $66.2M. The largest seller was Citadel Advisors, cutting an estimated $37.8M.
- 257 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2015, down from 276 in Q4 2014.
- Funds reported $3.47B of Umpqua Holdings Corp stock for Q1 2015, up 2.7% quarter-over-quarter.
- 29 funds opened new Umpqua Holdings Corp positions in Q1 2015 and 45 closed out, a net change of -16 holders.
- The largest Umpqua Holdings Corp buyer in Q1 2015 was Capital International Investors, an estimated $66.2M added.
- The largest Umpqua Holdings Corp seller in Q1 2015 was Citadel Advisors, an estimated $37.8M sold.
Based on aggregated 13F filings for Q1 2015.