UMB Financial
UMBF
256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
13% more capital invested
Capital invested by funds: $3.96B → $4.48B (+$513M)
7% more funds holding
Funds holding: 240 → 256 (+16)
2.5% more ownership
Funds ownership: 84.9% → 87.41% (+2.5%)
6% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 87
69% less call options, than puts
Call options by funds: $318K | Put options by funds: $1.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$109M |
| 2 |
Millennium Management
New York
|
+$26.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$16.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$185M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$25.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$23M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$15.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.7M |
UMBF Hedge Fund Activity: Q4 2021 in Review
256 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2021, worth a combined $4.48B — up 13% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UMBF positions and 15 closed out — a net gain of 18 holders — while 92 added to existing stakes and 87 trimmed.
The largest buyer was UMB Bank, adding an estimated $109M. The largest seller was Wells Fargo, cutting an estimated $185M.
- 256 institutional investors held UMB Financial (UMBF) as of Q4 2021, up from 240 in Q3 2021.
- Funds reported $4.48B of UMB Financial stock for Q4 2021, up 13% quarter-over-quarter.
- 33 funds opened new UMB Financial positions in Q4 2021 and 15 closed out, a net change of +18 holders.
- The largest UMB Financial buyer in Q4 2021 was UMB Bank, an estimated $109M added.
- The largest UMB Financial seller in Q4 2021 was Wells Fargo, an estimated $185M sold.
Based on aggregated 13F filings for Q4 2021.