Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
302 hedge funds and large institutions have $2.97B invested in Umpqua Holdings Corp in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 103 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
30% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 103
3% more funds holding
Funds holding: 292 → 302 (+10)
7% less capital invested
Capital invested by funds: $3.21B → $2.97B (-$233M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $721K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$27.4M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$21.6M |
| 3 |
Two Sigma Investments
New York
|
+$13.5M |
| 4 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$13.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$45.7M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$42.1M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$39.5M |
| 4 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$26.4M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$23.3M |
UMPQ Hedge Fund Activity: Q3 2016 in Review
302 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2016, worth a combined $2.97B — down 7.3% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UMPQ positions and 17 closed out — a net gain of 13 holders — while 134 added to existing stakes and 103 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $27.4M. The largest seller was Capital International Investors, cutting an estimated $45.7M.
- 302 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2016, up from 292 in Q2 2016.
- Funds reported $2.97B of Umpqua Holdings Corp stock for Q3 2016, down 7.3% quarter-over-quarter.
- 30 funds opened new Umpqua Holdings Corp positions in Q3 2016 and 17 closed out, a net change of +13 holders.
- The largest Umpqua Holdings Corp buyer in Q3 2016 was Neuberger Berman Group, an estimated $27.4M added.
- The largest Umpqua Holdings Corp seller in Q3 2016 was Capital International Investors, an estimated $45.7M sold.
Based on aggregated 13F filings for Q3 2016.