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UMB Financial
UMBF

232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $2.8B → $3.78B (+$976M)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0.4% more ownership

Funds ownership: 84.65% → 85.05% (+0.4%)

0% more funds holding

Funds holding: 232 → 232 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

Holders
232
Holders Change
–
Holders Change %
0%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
72
Reduced
99
Closed
27
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$450K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.2M
2
American Century Companies
American Century Companies
Missouri
+$21.7M
3
BlackRock
BlackRock
New York
+$21.3M
4
State Street
State Street
Massachusetts
+$19.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$23.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$20.2M
3
HA
Heartland Advisors
Wisconsin
-$15M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$14.6M
5
Wells Fargo
Wells Fargo
California
-$9.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
226
Janiczek Wealth Management
Colorado
$2K – – –
SFO
227
Standard Family Office
South Dakota
$2K – – –
CFGS
228
Concourse Financial Group Securities
Alabama
$2K +$83 +1 +6%
DA
229
Denali Advisors
California
$2K +$1.9K +23 New
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$1.63K +$37.2K +450 +3%
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
– -$1.87M -27,113 Closed
MSA
232
Mason Street Advisors
Wisconsin
– -$1.59M -23,087 Closed
Balyasny Asset Management
233
Balyasny Asset Management
Illinois
– -$1.4M -20,264 Closed
Walleye Capital
234
Walleye Capital
New York
– -$1.33K -19,231 Closed
Voloridge Investment Management
235
Voloridge Investment Management
Florida
– -$804K -11,659 Closed
E
236
Ergoteles
New York
– -$768K -11,126 Closed
HF
237
HRT Financial
New York
– -$741K -10,747 Closed
DTL
238
Dynamic Technology Lab
Singapore
– -$731K -10,598 Closed
GCP
239
GSA Capital Partners
United Kingdom
– -$705K -10,214 Closed
Arrowstreet Capital
240
Arrowstreet Capital
Massachusetts
– -$667K -9,666 Closed
SS
241
Simplicity Solutions
Minnesota
– -$633K -9,173 Closed
PAMP
242
Polar Asset Management Partners
Ontario, Canada
– -$566K -8,204 Closed
Tudor Investment Corp
243
Tudor Investment Corp
Connecticut
– -$548K -7,943 Closed
OTPPB
244
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$519K -7,523 Closed
Squarepoint
245
Squarepoint
New York
– -$443K -6,425 Closed
CCIA
246
Campbell & Co Investment Adviser
Maryland
– -$406K -5,886 Closed
ACM
247
AlphaCrest Capital Management
New York
– -$403K -5,845 Closed
PP
248
Paloma Partners
Connecticut
– -$379K -5,494 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
– -$359K -5,200 Closed
Zurich Cantonal Bank
250
Zurich Cantonal Bank
Switzerland
– -$355K -5,148 Closed
7 8 9
10
11

UMBF Hedge Fund Activity: Q1 2021 in Review

232 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2021, worth a combined $3.78B — up 35% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UMBF positions and 27 closed out — a net gain of 3 holders — while 72 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $56.2M. The largest seller was Northern Trust, cutting an estimated $23.4M.

  • 232 institutional investors held UMB Financial (UMBF) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $3.78B of UMB Financial stock for Q1 2021, up 35% quarter-over-quarter.
  • 30 funds opened new UMB Financial positions in Q1 2021 and 27 closed out, a net change of +3 holders.
  • The largest UMB Financial buyer in Q1 2021 was Wellington Management Group, an estimated $56.2M added.
  • The largest UMB Financial seller in Q1 2021 was Northern Trust, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2021.