Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
297 hedge funds and large institutions have $3.48B invested in Umpqua Holdings Corp in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 97 reducing their positions, and 31 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 97
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 303 → 297 (-6)
6% less capital invested
Capital invested by funds: $3.72B → $3.48B (-$239M)
99% less call options, than puts
Call options by funds: $33K | Put options by funds: $4.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$446M |
| 2 |
Bank of New York Mellon
New York
|
+$24.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$23.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$52.5M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$39.2M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$16.2M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$14.6M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$11.6M |
UMPQ Hedge Fund Activity: Q1 2017 in Review
297 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2017, worth a combined $3.48B — down 6.4% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UMPQ positions and 31 closed out — a net gain of 3 holders — while 128 added to existing stakes and 97 trimmed.
The largest buyer was BlackRock, adding an estimated $446M. The largest seller was Millennium Management, cutting an estimated $52.5M.
- 297 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2017, down from 303 in Q4 2016.
- Funds reported $3.48B of Umpqua Holdings Corp stock for Q1 2017, down 6.4% quarter-over-quarter.
- 34 funds opened new Umpqua Holdings Corp positions in Q1 2017 and 31 closed out, a net change of +3 holders.
- The largest Umpqua Holdings Corp buyer in Q1 2017 was BlackRock, an estimated $446M added.
- The largest Umpqua Holdings Corp seller in Q1 2017 was Millennium Management, an estimated $52.5M sold.
Based on aggregated 13F filings for Q1 2017.