UMB Financial
UMBF
209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 74
0.66% more ownership
Funds ownership: 82.82% → 83.48% (+0.66%)
0% more capital invested
Capital invested by funds: $3.11B → $3.12B (+$6.64M)
5% less funds holding
Funds holding: 220 → 209 (-11)
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
98% less call options, than puts
Call options by funds: $22K | Put options by funds: $1.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$17.6M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.5M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
+$13.7M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$11.3M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$12.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.7M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$8.38M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$5.52M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
226
TFS Capital
West Chester,
Pennsylvania
| – | -$353K | -4,688 | Closed |
|
|
TI
227
Trexquant Investment
Stamford,
Connecticut
| – | -$274K | -3,635 | Closed |
|
228
Nomura Holdings
Tokyo,
Japan
| – | -$268K | -3,562 | Closed |
|
|
BC
229
Brinker Capital
Berwyn,
Pennsylvania
| – | -$243K | -3,232 | Closed |
|
|
GCP
230
GSA Capital Partners
London,
United Kingdom
| – | -$232K | -3,077 | Closed |
|
|
QC
231
QCM Cayman
Houston,
Texas
| – | -$228K | -3,027 | Closed |
|
|
CWA
232
Cypress Wealth Advisors
San Francisco,
California
| – | -$226K | -3,005 | Closed |
|
|
SCM
233
Segantii Capital Management
Hong Kong
| – | -$45K | -600 | Closed |
|
|
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$36K | -480 | Closed |
|
|
BBHC
235
Brown Brothers Harriman & Co
New York
| – | -$4K | -55 | Closed |
|
|
MAM
236
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -32 | Closed |
|
|
FANJ
237
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$2K | -27 | Closed |
|
238
Walleye Trading
New York
| – | -$1 | -16 | Closed |
|
UMBF Hedge Fund Activity: Q2 2017 in Review
209 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2017, worth a combined $3.12B — up 0.21% from $3.11B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UMBF and 20 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 92 added.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $17.6M. The largest seller was State Street, cutting an estimated $12.5M.
- 209 institutional investors held UMB Financial (UMBF) as of Q2 2017, down from 220 in Q1 2017.
- Funds reported $3.12B of UMB Financial stock for Q2 2017, up 0.21% quarter-over-quarter.
- 20 funds opened new UMB Financial positions in Q2 2017 and 31 closed out, a net change of -11 holders.
- The largest UMB Financial buyer in Q2 2017 was Cramer Rosenthal McGlynn, an estimated $17.6M added.
- The largest UMB Financial seller in Q2 2017 was State Street, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2017.