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UMB Financial
UMBF

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0.31% less ownership

Funds ownership: 85.34% → 85.03% (-0.31%)

5% less capital invested

Capital invested by funds: $2.12B → $2.01B (-$104M)

3% less funds holding

Funds holding: 222 → 216 (-6)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$11.7M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.45M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.28M
4
American Century Companies
American Century Companies
Missouri
+$7.21M
5
Man Group
Man Group
United Kingdom
+$5.69M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$27M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$8.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
226
Pendal Group
Australia
– -$247K -4,796 Closed
FSC
227
Full Sail Capital
Oklahoma
– -$227K -4,250 Closed
Two Sigma Investments
228
Two Sigma Investments
New York
– -$207K -4,008 Closed
NSEDCP
229
NJ State Employees Deferred Compensation Plan
New Jersey
– -$206K -4,000 Closed
PAMP
230
Polar Asset Management Partners
Ontario, Canada
– -$201K -3,908 Closed
PI
231
PEAK6 Investments
Illinois
– -$137K -2,650 Closed
DCM
232
Dupont Capital Management
Delaware
– -$121K -2,352 Closed
LIA
233
LS Investment Advisors
Michigan
– -$117K -2,270 Closed
AWM
234
Apollon Wealth Management
South Carolina
– -$14K -267 Closed
PAG
235
Private Advisor Group
New Jersey
– -$4K -75 Closed
OPS
236
Orion Portfolio Solutions
Nebraska
– -$3K -59 Closed
SF
237
Synovus Financial
Georgia
– -$3K -59 Closed
QT
238
Quantbot Technologies
New York
– -$2K -46 Closed
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
– -$1K -15 Closed
HIA
240
Harbor Investment Advisory
Maryland
– -$1K -10 Closed
6 7 8 9
10

UMBF Hedge Fund Activity: Q3 2020 in Review

216 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2020, worth a combined $2.01B — down 4.9% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of UMBF and 20 opened new positions — a net loss of 6 holders — while 77 trimmed existing stakes and 80 added.

The largest buyer was Victory Capital Management, adding an estimated $11.7M. The largest seller was Invesco, cutting an estimated $27M.

  • 216 institutional investors held UMB Financial (UMBF) as of Q3 2020, down from 222 in Q2 2020.
  • Funds reported $2.01B of UMB Financial stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 20 funds opened new UMB Financial positions in Q3 2020 and 26 closed out, a net change of -6 holders.
  • The largest UMB Financial buyer in Q3 2020 was Victory Capital Management, an estimated $11.7M added.
  • The largest UMB Financial seller in Q3 2020 was Invesco, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2020.