Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
353 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 113 reducing their positions, and 50 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 113
4% more capital invested
Capital invested by funds: $3.1B → $3.21B (+$113M)
2% less funds holding
Funds holding: 362 → 353 (-9)
12% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 50
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $501K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$27.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.5M |
| 3 |
Bank of New York Mellon
New York
|
+$21.4M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$15.4M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$105M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$77.3M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$17.6M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$11.9M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$10.9M |
UMPQ Hedge Fund Activity: Q1 2019 in Review
353 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q1 2019, worth a combined $3.21B — up 3.7% from $3.1B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of UMPQ and 44 opened new positions — a net loss of 6 holders — while 113 trimmed existing stakes and 152 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $27.7M. The largest seller was Millennium Management, cutting an estimated $105M.
- 353 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q1 2019, down from 362 in Q4 2018.
- Funds reported $3.21B of Umpqua Holdings Corp stock for Q1 2019, up 3.7% quarter-over-quarter.
- 44 funds opened new Umpqua Holdings Corp positions in Q1 2019 and 50 closed out, a net change of -6 holders.
- The largest Umpqua Holdings Corp buyer in Q1 2019 was Dimensional Fund Advisors, an estimated $27.7M added.
- The largest Umpqua Holdings Corp seller in Q1 2019 was Millennium Management, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2019.