Umpqua Holdings Corp
UMPQ
UMPQ was delisted on the 28th of February, 2023.
348 hedge funds and large institutions have $3.28B invested in Umpqua Holdings Corp in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 115 reducing their positions, and 24 closing their positions.
128% more call options, than puts
Call options by funds: $997K | Put options by funds: $437K
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 332 → 348 (+16)
9% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 115
0% more capital invested
Capital invested by funds: $3.27B → $3.28B (+$3.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$155M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$28.5M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
+$25.7M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$23.5M |
| 5 |
BlackRock
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VI
Versor Investments
New York
|
-$60.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$28.7M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$23.9M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$20.1M |
| 5 |
Millennium Management
New York
|
-$19.4M |
UMPQ Hedge Fund Activity: Q4 2022 in Review
348 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Umpqua Holdings Corp (UMPQ) for Q4 2022, worth a combined $3.28B — up 0.12% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new UMPQ positions and 24 closed out — a net gain of 26 holders — while 125 added to existing stakes and 115 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Versor Investments, cutting an estimated $60.4M.
- 348 institutional investors held Umpqua Holdings Corp (UMPQ) as of Q4 2022, up from 332 in Q3 2022.
- Funds reported $3.28B of Umpqua Holdings Corp stock for Q4 2022, up 0.12% quarter-over-quarter.
- 50 funds opened new Umpqua Holdings Corp positions in Q4 2022 and 24 closed out, a net change of +26 holders.
- The largest Umpqua Holdings Corp buyer in Q4 2022 was Morgan Stanley, an estimated $155M added.
- The largest Umpqua Holdings Corp seller in Q4 2022 was Versor Investments, an estimated $60.4M sold.
Based on aggregated 13F filings for Q4 2022.