UMB Financial
UMBF
211 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
6% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 78
0.51% less ownership
Funds ownership: 89.03% → 88.52% (-0.51%)
5% less funds holding
Funds holding: 222 → 211 (-11)
7% less capital invested
Capital invested by funds: $3.39B → $3.14B (-$249M)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$46.8M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$17.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$16.1M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$11.7M |
| 5 |
BlackRock
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.3M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$25.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$11.1M |
| 5 |
Millennium Management
New York
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZCA
226
Zeke Capital Advisors
Berwyn,
Pennsylvania
| – | -$260K | -3,411 | Closed |
|
227
Nomura Holdings
Tokyo,
Japan
| – | -$226K | -2,970 | Closed |
|
|
QT
228
Quantbot Technologies
New York
| – | -$217K | -2,847 | Closed |
|
229
Rafferty Asset Management
New York
| – | -$214K | -2,805 | Closed |
|
230
LPL Financial
San Diego,
California
| – | -$209K | -2,739 | Closed |
|
|
KCM
231
Kornitzer Capital Management
Shawnee Mission,
Kansas
| – | -$200K | -2,630 | Closed |
|
232
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$91K | -1,200 | Closed |
|
|
CF
233
Centaurus Financial
Anaheim,
California
| – | -$76K | -1,000 | Closed |
|
|
PIA
234
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$60K | -787 | Closed |
|
|
GT
235
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$50K | -650 | Closed |
|
|
KCPG
236
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$38K | -500 | Closed |
|
237
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$976 | -13 | -72% |
|
|
CAG
238
Csenge Advisory Group
Clearwater,
Florida
| – | +$601 | +8 | New |
|
UMBF Hedge Fund Activity: Q3 2018 in Review
211 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2018, worth a combined $3.14B — down 7.3% from $3.39B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of UMBF and 19 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 83 added.
The largest buyer was American Century Companies, adding an estimated $46.8M. The largest seller was Fidelity Investments, cutting an estimated $46.3M.
- 211 institutional investors held UMB Financial (UMBF) as of Q3 2018, down from 222 in Q2 2018.
- Funds reported $3.14B of UMB Financial stock for Q3 2018, down 7.3% quarter-over-quarter.
- 19 funds opened new UMB Financial positions in Q3 2018 and 28 closed out, a net change of -9 holders.
- The largest UMB Financial buyer in Q3 2018 was American Century Companies, an estimated $46.8M added.
- The largest UMB Financial seller in Q3 2018 was Fidelity Investments, an estimated $46.3M sold.
Based on aggregated 13F filings for Q3 2018.