Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
277 hedge funds and large institutions have $3.84B invested in Umpqua Holdings Corp in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 91 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more call options, than puts
Call options by funds: $368K | Put options by funds: $215K
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
23% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 91
7% more capital invested
Capital invested by funds: $3.6B → $3.84B (+$240M)
1% more funds holding
Funds holding: 275 → 277 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 3 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$12.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$8.24M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$24.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.5M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$9.31M |
UMPQ Hedge Fund Activity: Q3 2017 in Review
277 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2017, worth a combined $3.84B — up 6.7% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UMPQ positions and 25 closed out — a net gain of 6 holders — while 112 added to existing stakes and 91 trimmed.
The largest buyer was Millennium Management, adding an estimated $26M. The largest seller was Balyasny Asset Management, cutting an estimated $25.6M.
- 277 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2017, up from 275 in Q2 2017.
- Funds reported $3.84B of Umpqua Holdings Corp stock for Q3 2017, up 6.7% quarter-over-quarter.
- 31 funds opened new Umpqua Holdings Corp positions in Q3 2017 and 25 closed out, a net change of +6 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2017 was Millennium Management, an estimated $26M added.
- The largest Umpqua Holdings Corp seller in Q3 2017 was Balyasny Asset Management, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2017.