Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
303 hedge funds and large institutions have $2.99B invested in Umpqua Holdings Corp in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 103 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
31% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 103
4% more funds holding
Funds holding: 292 → 303 (+11)
5% less capital invested
Capital invested by funds: $3.16B → $2.99B (-$170M)
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 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$39.5M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$26.4M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$23.3M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$22.5M |
UMPQ Hedge Fund Activity: Q3 2016 in Review
303 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q3 2016, worth a combined $2.99B — down 5.4% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UMPQ positions and 16 closed out — a net gain of 14 holders — while 135 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.
- 303 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q3 2016, up from 292 in Q2 2016.
- Funds reported $2.99B of Umpqua Holdings Corp stock for Q3 2016, down 5.4% quarter-over-quarter.
- 30 funds opened new Umpqua Holdings Corp positions in Q3 2016 and 16 closed out, a net change of +14 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.