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UMB Financial

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1% more funds holding

Funds holding: 232235 (+3)

2% more capital invested

Capital invested by funds: $3.78B → $3.85B (+$71.5M)

0.8% more ownership

Funds ownership: 85.05%85.85% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
226
Denali Advisors
California
$2K
IA
227
IFP Advisors
Florida
$2K
JWM
228
Janiczek Wealth Management
Colorado
$2K
SFO
229
Standard Family Office
South Dakota
$2K
CFGS
230
Concourse Financial Group Securities
Alabama
$2K +$285 +3 +16%
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$1.65K
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$760 +8 New
Walleye Capital
233
Walleye Capital
New York
$740 +$756K +7,955 New
MI
234
M3F Inc
Utah
-$3.25M -35,228 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
235
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.13M -33,881 Closed
HA
236
Heartland Advisors
Wisconsin
-$2.31M -25,000 Closed
MSL
237
Mackay Shields LLC
New York
-$2.14M -23,200 Closed
JG
238
Jefferies Group
New York
-$1.93M -20,922 Closed
Canada Life
239
Canada Life
Manitoba, Canada
-$1.56M -16,898 Closed
AIL
240
AGF Investments LLC
Ontario, Canada
-$682K -7,382 Closed
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
-$545K -5,901 Closed
CWM
242
CIBC World Markets
New York
-$430K -4,656 Closed
CC
243
Centiva Capital
New York
-$309K -3,350 Closed
FF
244
FourThought Financial
Florida
-$285K -3,094 Closed
EGM
245
Engineers Gate Manager
New York
-$269K -2,910 Closed
EIG
246
Ellenbecker Investment Group
Wisconsin
-$203K -2,197 Closed
AII
247
AGF Investments Inc
Ontario, Canada
-$189K -2,046 Closed
WAP
248
Wealthcare Advisory Partners
Pennsylvania
-$28K -300 Closed
SFS
249
Sowell Financial Services
Arkansas
-$7K -68 Closed
MWP
250
Meridian Wealth Partners
Pennsylvania
-$3K -32 Closed

UMBF Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2021, worth a combined $3.85B — up 1.9% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMBF positions and 17 closed out — a net gain of 4 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $16.3M.

  • 235 institutional investors held UMB Financial (UMBF) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.85B of UMB Financial stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 21 funds opened new UMB Financial positions in Q2 2021 and 17 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q2 2021 was Deutsche Bank, an estimated $32.1M added.
  • The largest UMB Financial seller in Q2 2021 was BlackRock, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2021.