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UMB Financial
UMBF

235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

21% more capital invested

Capital invested by funds: $2.4B → $2.9B (+$499M)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding

Funds holding: 234 → 235 (+1)

0.65% less ownership

Funds ownership: 86.67% → 86.02% (-0.65%)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
26
Increased
84
Reduced
77
Closed
18
Calls
$3.86M
Puts
–
Net Calls
+$3.86M
Net Calls Change
+$3.86M

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$13.7M
2
Morgan Stanley
Morgan Stanley
New York
+$5.96M
3
HF
HRT Financial
New York
+$5.54M
4
Wells Fargo
Wells Fargo
California
+$4.31M
5
Brown Advisory
Brown Advisory
Maryland
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$23.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.51M
3
American Century Companies
American Century Companies
Missouri
-$9.28M
4
NI
Nuance Investments
Missouri
-$7.78M
5
UB
UMB Bank
Missouri
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
226
Carroll Financial Associates
North Carolina
$1K – – –
CAW
227
Cornerstone Advisors (Washington)
Washington
$1K – – –
GAM
228
Gemmer Asset Management
California
$1K – – –
LC
229
Lindbrook Capital
California
$1K – – –
VCM
230
Versant Capital Management
Arizona
$1K – – –
QCG
231
Quadrant Capital Group
Ohio
$1K +$199 +3 +12%
PCM
232
Prelude Capital Management
New York
$1K +$730 +11 New
CCA
233
Column Capital Advisors
Indiana
$1K +$1.19K +18 New
OPS
234
Orion Portfolio Solutions
Nebraska
$1K +$1.26K +19 New
PP
235
Paloma Partners
Connecticut
– -$1.42M -21,948 Closed
ARTA
236
A.R.T. Advisors
New York
– -$626K -9,700 Closed
TI
237
Trexquant Investment
Connecticut
– -$531K -8,217 Closed
BWP
238
BSW Wealth Partners
Colorado
– -$494K -7,654 Closed
LJAC
239
L.J. Altfest & Co
New York
– -$282K -4,364 Closed
ACM
240
AlphaCrest Capital Management
New York
– -$226K -3,500 Closed
VF
241
Virtu Financial
New York
– -$203K -3,146 Closed
SLF
242
Sun Life Financial
Ontario, Canada
– -$130K -2,014 Closed
BAMG
243
Brand Asset Management Group
Missouri
– -$61K -947 Closed
QT
244
Quantbot Technologies
New York
– -$52K -819 Closed
QT
245
Quantamental Technologies
New York
– -$26K -400 Closed
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
– -$26K -395 Closed
SCA
247
Stonebridge Capital Advisors
Minnesota
– -$16K -255 Closed
TRCT
248
Tower Research Capital (TRC)
New York
– -$15K -238 Closed
AIL
249
AGF Investments LLC
Ontario, Canada
– -$4K -59 Closed
CBT
250
Capital Bank & Trust
California
– -$2K -38 Closed
7 8 9
10
11

UMBF Hedge Fund Activity: Q4 2019 in Review

235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2019, worth a combined $2.9B — up 21% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UMBF positions and 18 closed out — a net gain of 8 holders — while 84 added to existing stakes and 77 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $13.7M. The largest seller was Invesco, cutting an estimated $23.1M.

  • 235 institutional investors held UMB Financial (UMBF) as of Q4 2019, up from 234 in Q3 2019.
  • Funds reported $2.9B of UMB Financial stock for Q4 2019, up 21% quarter-over-quarter.
  • 26 funds opened new UMB Financial positions in Q4 2019 and 18 closed out, a net change of +8 holders.
  • The largest UMB Financial buyer in Q4 2019 was Champlain Investment Partners, an estimated $13.7M added.
  • The largest UMB Financial seller in Q4 2019 was Invesco, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2019.