Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
321 hedge funds and large institutions have $3.21B invested in Umpqua Holdings Corp in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 119 reducing their positions, and 31 closing their positions.
29% more call options, than puts
Call options by funds: $772K | Put options by funds: $600K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 31
6% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 119
2% less funds holding
Funds holding: 327 → 321 (-6)
11% less capital invested
Capital invested by funds: $3.6B → $3.21B (-$390M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.8M |
| 2 |
VI
Versor Investments
New York
|
+$25M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$23.2M |
| 4 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$18.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$40.7M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$17.2M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$14.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$12.7M |
| 5 |
Renaissance Technologies
New York
|
-$12.6M |
UMPQ Hedge Fund Activity: Q2 2022 in Review
321 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q2 2022, worth a combined $3.21B — down 11% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UMPQ and 30 opened new positions — a net loss of 1 holder — while 119 trimmed existing stakes and 112 added.
The largest buyer was Morgan Stanley, adding an estimated $30.8M. The largest seller was AllianceBernstein, cutting an estimated $40.7M.
- 321 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q2 2022, down from 327 in Q1 2022.
- Funds reported $3.21B of Umpqua Holdings Corp stock for Q2 2022, down 11% quarter-over-quarter.
- 30 funds opened new Umpqua Holdings Corp positions in Q2 2022 and 31 closed out, a net change of -1 holder.
- The largest Umpqua Holdings Corp buyer in Q2 2022 was Morgan Stanley, an estimated $30.8M added.
- The largest Umpqua Holdings Corp seller in Q2 2022 was AllianceBernstein, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2022.