Umpqua Holdings Corp (NASDAQ:UMPQ)

17.11
Data as of Nov 21
 -0.075 / -0.44%
Today’s Change
14.94
Today|||52-Week Range
19.65
-10.58%
Year-to-Date
Institutional investors hold a majority ownership of UMPQ through the 78.77% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended September 2014, these large investors purchased a net $18.5 million shares.
Mutual fund holders45.89%
Other institutional32.88%
Individual stakeholders15.45%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014NFJ INVESTMENT GROUP LLC  Bought 4.6 Million shares of Umpqua Holdings Corp
9/30/2014CAPITAL RESEARCH & MANAGEMENT CO...  Bought 2.2 Million shares of Umpqua Holdings Corp
9/30/2014CEREDEX VALUE ADVISORS LLC  Bought 2.2 Million shares of Umpqua Holdings Corp

Top 10 Owners of Umpqua Holdings Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors6.00%13,038,160229,471,616+587,675+4.72%
The Vanguard Group, Inc.5.81%12,614,604222,017,030+479,641+3.95%
SSgA Funds Management, Inc.4.96%10,778,052189,693,715+309,839+2.96%
Capital Research & Management Co....4.19%9,102,321160,200,850+1,391,000+18.04%
Atlanta Capital Management Co. LL...3.89%8,444,910148,630,416-37,324-0.44%
Dimensional Fund Advisors LP3.81%8,279,701145,722,738-495,764-5.65%
NFJ Investment Group LLC2.11%4,589,09580,768,072+4,589,095--
Ceredex Value Advisors LLC1.71%3,716,30065,406,880+2,194,100+144.14%
Northern Trust Investments, Inc.1.69%3,679,75964,763,758+70,946+1.97%
Heartland Advisors, Inc.1.64%3,557,24462,607,494-1,000-0.03%

Top 10 Mutual Funds Holding Umpqua Holdings Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...2.83%6,141,041108,082,322+471,000+8.31%
Eaton Vance SMID Cap Portfolio2.39%5,189,48191,334,86600.00%
DFA US Small Cap Value Portfolio1.88%4,077,77271,768,78700.00%
AllianzGI NFJ Small Cap Value Fun...1.82%3,950,30069,525,280+310,100+8.52%
Vanguard Small Cap Index Fund1.73%3,760,28166,180,946+12,353+0.33%
Vanguard Total Stock Market Index...1.63%3,532,37762,169,835+116,683+3.42%
Heartland Value Plus Fund1.57%3,400,00059,840,00000.00%
RidgeWorth Mid Cap Value Equity F...1.43%3,115,00054,824,000+315,000+11.25%
Nordea 1 - North American All Cap...1.21%2,620,81746,126,379+36,125+1.40%
SPDR S&P Bank ETF1.21%2,616,97246,058,707+24,191+0.93%

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