Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
320 hedge funds and large institutions have $3.63B invested in Umpqua Holdings Corp in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 128 reducing their positions, and 38 closing their positions.
83% more call options, than puts
Call options by funds: $1.16M | Put options by funds: $636K
39% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 38
4% more funds holding
Funds holding: 308 → 320 (+12)
7% less capital invested
Capital invested by funds: $3.91B → $3.63B (-$279M)
37% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 128
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VI
Versor Investments
New York
|
+$82.1M |
| 2 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$30.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.8M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$14.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.8M |
| 2 |
Holocene Advisors
New York
|
-$23.2M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$20.6M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$15.1M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$14.7M |
UMPQ Hedge Fund Activity: Q4 2021 in Review
320 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2021, worth a combined $3.63B — down 7.1% from $3.91B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UMPQ positions and 38 closed out — a net gain of 15 holders — while 81 added to existing stakes and 128 trimmed.
The largest buyer was Versor Investments, adding an estimated $82.1M. The largest seller was Vanguard Group, cutting an estimated $43.8M.
- 320 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2021, up from 308 in Q3 2021.
- Funds reported $3.63B of Umpqua Holdings Corp stock for Q4 2021, down 7.1% quarter-over-quarter.
- 53 funds opened new Umpqua Holdings Corp positions in Q4 2021 and 38 closed out, a net change of +15 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2021 was Versor Investments, an estimated $82.1M added.
- The largest Umpqua Holdings Corp seller in Q4 2021 was Vanguard Group, an estimated $43.8M sold.
Based on aggregated 13F filings for Q4 2021.