Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
305 hedge funds and large institutions have $3.61B invested in Umpqua Holdings Corp in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 43 closing their positions.
67% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $717K
6% more capital invested
Capital invested by funds: $3.4B → $3.61B (+$215M)
3% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 111
5% less funds holding
Funds holding: 320 → 305 (-15)
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$48.9M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$36.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$19.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19.3M |
| 3 |
Millennium Management
New York
|
-$18.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$12.2M |
| 5 |
BlackRock
New York
|
-$11.2M |
UMPQ Hedge Fund Activity: Q2 2021 in Review
305 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2021, worth a combined $3.61B — up 6.3% from $3.4B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of UMPQ and 30 opened new positions — a net loss of 13 holders — while 111 trimmed existing stakes and 108 added.
The largest buyer was Macquarie Group, adding an estimated $48.9M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $29.9M sold.
- 305 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2021, down from 320 in Q1 2021.
- Funds reported $3.61B of Umpqua Holdings Corp stock for Q2 2021, up 6.3% quarter-over-quarter.
- 30 funds opened new Umpqua Holdings Corp positions in Q2 2021 and 43 closed out, a net change of -13 holders.
- The largest Umpqua Holdings Corp buyer in Q2 2021 was Macquarie Group, an estimated $48.9M added.
- The largest Umpqua Holdings Corp seller in Q2 2021 was Arrowstreet Capital, an estimated $29.9M sold.
Based on aggregated 13F filings for Q2 2021.