UMB Financial
UMBF
234 hedge funds and large institutions have $2.4B invested in UMB Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 25 closing their positions.
0.02% less ownership
Funds ownership: 86.68% → 86.67% (-0.02%)
2% less capital invested
Capital invested by funds: $2.44B → $2.4B (-$39.4M)
6% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 84
4% less funds holding
Funds holding: 243 → 234 (-9)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$23.6M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.91M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$5.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.06M |
| 5 |
Renaissance Technologies
New York
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$32.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$20.3M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$6.37M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.66M |
| 5 |
3C
361 Capital
Denver,
Colorado
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCPG
251
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$82K | -1,244 | Closed |
|
252
Point72 Asset Management
Stamford,
Connecticut
| – | -$66K | -1,000 | Closed |
|
|
PI
253
Parkside Investments
Deerfield,
Illinois
| – | -$56K | -858 | Closed |
|
|
OC
254
Oakworth Capital
Birmingham,
Alabama
| – | -$34K | -530 | Closed |
|
|
OIA
255
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$18K | -278 | Closed |
|
|
CFB
256
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$12K | -177 | Closed |
|
|
SQA
257
Simon Quick Advisors
Morristown,
New Jersey
| – | -$5.46K | -83 | Closed |
|
|
PWP
258
Personal Wealth Partners
Bloomington,
Minnesota
| – | +$129 | +2 | New |
|
UMBF Hedge Fund Activity: Q3 2019 in Review
234 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2019, worth a combined $2.4B — down 1.6% from $2.44B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UMBF and 16 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 79 added.
The largest buyer was Brown Advisory, adding an estimated $23.6M. The largest seller was American Century Companies, cutting an estimated $32.2M.
- 234 institutional investors held UMB Financial (UMBF) as of Q3 2019, down from 243 in Q2 2019.
- Funds reported $2.4B of UMB Financial stock for Q3 2019, down 1.6% quarter-over-quarter.
- 16 funds opened new UMB Financial positions in Q3 2019 and 25 closed out, a net change of -9 holders.
- The largest UMB Financial buyer in Q3 2019 was Brown Advisory, an estimated $23.6M added.
- The largest UMB Financial seller in Q3 2019 was American Century Companies, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2019.