Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
198 hedge funds and large institutions have $1.67B invested in Umpqua Holdings Corp in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 16 closing their positions.
301% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $652K
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
48% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 56
23% more capital invested
Capital invested by funds: $1.35B → $1.67B (+$317M)
11% more funds holding
Funds holding: 178 → 198 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$44.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$32.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$12.5M |
| 5 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$10.4M |
| 2 |
JP Morgan Chase
New York
|
-$9.34M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$5.79M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$5.27M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$4.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SNC
201
Stifel Nicolaus & Co
St Louis,
Missouri
| – | -$488K | -32,500 | Closed |
|
|
DC
202
Deere & Company
Moline,
Illinois
| – | -$326K | -21,743 | Closed |
|
203
Jane Street
New York
| – | -$291K | -19,400 | Closed |
|
|
MWR
204
McAdams Wright Ragen
Seattle,
Washington
| – | -$288K | -19,200 | Closed |
|
|
CB
205
Commerce Bank
Kansas City,
Missouri
| – | -$230K | -15,280 | Closed |
|
206
D.E. Shaw & Co
New York
| – | -$168K | -11,161 | Closed |
|
|
AL
207
Airain Ltd
St. Peter Port,
Guernsey
| – | -$151K | -10,054 | Closed |
|
208
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$73K | -4,834 | Closed |
|
|
FHB
209
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$44K | -2,935 | Closed |
|
|
OMCS
210
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$27K | -1,800 | Closed |
|
211
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -141 | Closed |
|
|
FNBT
212
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$2K | -107 | Closed |
|
UMPQ Hedge Fund Activity: Q3 2013 in Review
198 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2013, worth a combined $1.67B — up 23% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new UMPQ positions and 16 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $44.8M. The largest seller was AJO LP, exiting entirely with an estimated $10.4M sold.
- 198 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2013, up from 178 in Q2 2013.
- Funds reported $1.67B of Umpqua Holdings Corp stock for Q3 2013, up 23% quarter-over-quarter.
- 39 funds opened new Umpqua Holdings Corp positions in Q3 2013 and 16 closed out, a net change of +23 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2013 was Lord, Abbett & Co, an estimated $44.8M added.
- The largest Umpqua Holdings Corp seller in Q3 2013 was AJO LP, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2013.