Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
332 hedge funds and large institutions have $4.1B invested in Umpqua Holdings Corp in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 117 reducing their positions, and 47 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 117
2% less funds holding
Funds holding: 340 → 332 (-8)
8% less capital invested
Capital invested by funds: $4.47B → $4.1B (-$376M)
15% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 47
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
95% less call options, than puts
Call options by funds: $227K | Put options by funds: $4.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$26.1M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$22.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$21M |
| 5 |
Millennium Management
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$17.8M |
| 2 |
JP Morgan Chase
New York
|
-$15.9M |
| 3 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$14.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$14.6M |
| 5 |
Morgan Stanley
New York
|
-$12M |
UMPQ Hedge Fund Activity: Q3 2018 in Review
332 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2018, worth a combined $4.1B — down 8.4% from $4.47B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UMPQ and 40 opened new positions — a net loss of 7 holders — while 117 trimmed existing stakes and 120 added.
The largest buyer was AllianceBernstein, adding an estimated $26.1M. The largest seller was Principal Financial Group, cutting an estimated $17.8M.
- 332 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2018, down from 340 in Q2 2018.
- Funds reported $4.1B of Umpqua Holdings Corp stock for Q3 2018, down 8.4% quarter-over-quarter.
- 40 funds opened new Umpqua Holdings Corp positions in Q3 2018 and 47 closed out, a net change of -7 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2018 was AllianceBernstein, an estimated $26.1M added.
- The largest Umpqua Holdings Corp seller in Q3 2018 was Principal Financial Group, an estimated $17.8M sold.
Based on aggregated 13F filings for Q3 2018.