Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
268 hedge funds and large institutions have $3.67B invested in Umpqua Holdings Corp in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 66 reducing their positions, and 26 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 66
50% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 26
6% more capital invested
Capital invested by funds: $3.47B → $3.67B (+$201M)
4% more funds holding
Funds holding: 257 → 268 (+11)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
80% less call options, than puts
Call options by funds: $5K | Put options by funds: $25K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$50.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$16.2M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$13.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$37M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$35.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$22M |
| 4 |
Millennium Management
New York
|
-$20.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.3M |
UMPQ Hedge Fund Activity: Q2 2015 in Review
268 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2015, worth a combined $3.67B — up 5.8% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new UMPQ positions and 26 closed out — a net gain of 13 holders — while 125 added to existing stakes and 66 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $50.7M. The largest seller was Allianz Asset Management, cutting an estimated $37M.
- 268 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2015, up from 257 in Q1 2015.
- Funds reported $3.67B of Umpqua Holdings Corp stock for Q2 2015, up 5.8% quarter-over-quarter.
- 39 funds opened new Umpqua Holdings Corp positions in Q2 2015 and 26 closed out, a net change of +13 holders.
- The largest Umpqua Holdings Corp buyer in Q2 2015 was Perkins Investment Management, an estimated $50.7M added.
- The largest Umpqua Holdings Corp seller in Q2 2015 was Allianz Asset Management, an estimated $37M sold.
Based on aggregated 13F filings for Q2 2015.