UMB Financial
UMBF
259 hedge funds and large institutions have $3.61B invested in UMB Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 25 closing their positions.
403% more call options, than puts
Call options by funds: $1.05M | Put options by funds: $209K
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
34% more capital invested
Capital invested by funds: $2.69B → $3.61B (+$920M)
12% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 84
7% more funds holding
Funds holding: 242 → 259 (+17)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.06% less ownership
Funds ownership: 89.01% → 88.95% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.7M |
| 3 |
BlackRock
New York
|
+$18.6M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$17.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$17.7M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$17.2M |
| 4 |
Millennium Management
New York
|
-$16.9M |
| 5 |
HF
HRT Financial
New York
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
276
MQS Management
New York
| – | -$217K | -3,504 | Closed |
|
|
QT
277
Quantbot Technologies
New York
| – | -$179K | -2,879 | Closed |
|
278
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$25K | -398 | Closed |
|
|
WWP
279
WR Wealth Planners
Columbia,
Missouri
| – | -$7.38K | -119 | Closed |
|
|
GA
280
GoalVest Advisory
New York
| – | -$2.92K | -47 | Closed |
|
|
CWP
281
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.74K | -28 | Closed |
|
|
HCP
282
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.24K | -20 | Closed |
|
|
BAAM
283
Baker Avenue Asset Management
San Francisco,
California
| – | -$745 | -12 | Closed |
|
|
CA
284
Crewe Advisors
Salt Lake City,
Utah
| – | -$125 | -2 | Closed |
|
UMBF Hedge Fund Activity: Q4 2023 in Review
259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2023, worth a combined $3.61B — up 34% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UMBF positions and 25 closed out — a net gain of 19 holders — while 94 added to existing stakes and 84 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Wellington Management Group, cutting an estimated $67.7M.
- 259 institutional investors held UMB Financial (UMBF) as of Q4 2023, up from 242 in Q3 2023.
- Funds reported $3.61B of UMB Financial stock for Q4 2023, up 34% quarter-over-quarter.
- 44 funds opened new UMB Financial positions in Q4 2023 and 25 closed out, a net change of +19 holders.
- The largest UMB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $31.1M added.
- The largest UMB Financial seller in Q4 2023 was Wellington Management Group, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2023.