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UMB Financial
UMBF

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more funds holding

Funds holding: 214 → 243 (+29)

1.84% less ownership

Funds ownership: 88.52% → 86.68% (-1.8%)

12% less capital invested

Capital invested by funds: $2.78B → $2.44B (-$341M)

18% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 80

Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$18.5M
2
Millennium Management
Millennium Management
New York
+$16.1M
3
HA
Heartland Advisors
Wisconsin
+$13.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.92M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.31M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$59.6M
2
Invesco
Invesco
Georgia
-$29.2M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26.7M
4
RHJA
Rice Hall James & Associates
California
-$13.3M
5
KTA
Keeley-Teton Advisors
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
251
Shelton Capital Management
Colorado
– -$3.3K -211 Closed
DBT
252
Dubuque Bank & Trust
Iowa
– -$10K -156 Closed
CHP
253
Cable Hill Partners
Oregon
– -$3K -48 Closed
BCA
254
Berman Capital Advisors
Georgia
– -$2.04K -31 Closed
MNBTD
255
Moody National Bank Trust Division
Texas
– -$2K -26 Closed
IFAM
256
Institutional & Family Asset Management
Colorado
– -$1K -23 Closed
WAM
257
Wealthspire Advisors (Maryland)
Maryland
– -$1K -13 Closed
GWS
258
Glassman Wealth Services
Virginia
– +$66 +1 New
7 8 9 10
11

UMBF Hedge Fund Activity: Q2 2019 in Review

243 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2019, worth a combined $2.44B — down 12% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UMBF positions and 16 closed out — a net gain of 32 holders — while 66 added to existing stakes and 80 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $18.5M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $59.6M.

  • 243 institutional investors held UMB Financial (UMBF) as of Q2 2019, up from 214 in Q1 2019.
  • Funds reported $2.44B of UMB Financial stock for Q2 2019, down 12% quarter-over-quarter.
  • 48 funds opened new UMB Financial positions in Q2 2019 and 16 closed out, a net change of +32 holders.
  • The largest UMB Financial buyer in Q2 2019 was Nuveen, an estimated $18.5M added.
  • The largest UMB Financial seller in Q2 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2019.