Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
275 hedge funds and large institutions have $3.6B invested in Umpqua Holdings Corp in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 51 closing their positions.
17% more call options, than puts
Call options by funds: $251K | Put options by funds: $215K
11% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 101
4% more capital invested
Capital invested by funds: $3.48B → $3.6B (+$126M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 297 → 275 (-22)
39% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$40.2M |
| 2 |
Janus Henderson Group
London,
|
+$37.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.9M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$27.9M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$36.1M |
| 2 |
BlackRock
New York
|
-$14.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.3M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$12.5M |
| 5 |
Millennium Management
New York
|
-$8.48M |
UMPQ Hedge Fund Activity: Q2 2017 in Review
275 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2017, worth a combined $3.6B — up 3.6% from $3.48B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of UMPQ and 31 opened new positions — a net loss of 20 holders — while 101 trimmed existing stakes and 112 added.
The largest buyer was Citadel Advisors, adding an estimated $40.2M. The largest seller was JP Morgan Chase, cutting an estimated $36.1M.
- 275 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2017, down from 297 in Q1 2017.
- Funds reported $3.6B of Umpqua Holdings Corp stock for Q2 2017, up 3.6% quarter-over-quarter.
- 31 funds opened new Umpqua Holdings Corp positions in Q2 2017 and 51 closed out, a net change of -20 holders.
- The largest Umpqua Holdings Corp buyer in Q2 2017 was Citadel Advisors, an estimated $40.2M added.
- The largest Umpqua Holdings Corp seller in Q2 2017 was JP Morgan Chase, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2017.