Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
276 hedge funds and large institutions have $3.38B invested in Umpqua Holdings Corp in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 22 closing their positions.
141% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 22
95% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 63
10% more funds holding
Funds holding: 250 → 276 (+26)
3% more capital invested
Capital invested by funds: $3.29B → $3.38B (+$85.3M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $131K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$83.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$52.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$51.3M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$44M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
THLTP
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
|
-$259M |
| 2 |
WP
Warburg Pincus
New York
|
-$233M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$18.3M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$12.5M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$12M |
UMPQ Hedge Fund Activity: Q4 2014 in Review
276 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2014, worth a combined $3.38B — up 2.6% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 22 closed out — a net gain of 31 holders — while 123 added to existing stakes and 63 trimmed.
The largest buyer was Millennium Management, adding an estimated $83.9M. The largest seller was Thomas H. Lee (THL) Partners, exiting entirely with an estimated $259M sold.
- 276 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2014, up from 250 in Q3 2014.
- Funds reported $3.38B of Umpqua Holdings Corp stock for Q4 2014, up 2.6% quarter-over-quarter.
- 53 funds opened new Umpqua Holdings Corp positions in Q4 2014 and 22 closed out, a net change of +31 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2014 was Millennium Management, an estimated $83.9M added.
- The largest Umpqua Holdings Corp seller in Q4 2014 was Thomas H. Lee (THL) Partners, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2014.