UMB Financial
UMBF
253 hedge funds and large institutions have $4.14B invested in UMB Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 29 closing their positions.
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
0.78% more ownership
Funds ownership: 87.41% → 88.19% (+0.78%)
1% less funds holding
Funds holding: 256 → 253 (-3)
8% less capital invested
Capital invested by funds: $4.48B → $4.14B (-$336M)
21% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 102
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$170M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$21.5M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$10.6M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$8.78M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$23.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$17.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.6M |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$13.9M |
UMBF Hedge Fund Activity: Q1 2022 in Review
253 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2022, worth a combined $4.14B — down 7.5% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UMBF positions and 29 closed out — a net gain of 3 holders — while 81 added to existing stakes and 102 trimmed.
The largest buyer was State Street, adding an estimated $170M. The largest seller was Millennium Management, cutting an estimated $23.8M.
- 253 institutional investors held UMB Financial (UMBF) as of Q1 2022, down from 256 in Q4 2021.
- Funds reported $4.14B of UMB Financial stock for Q1 2022, down 7.5% quarter-over-quarter.
- 32 funds opened new UMB Financial positions in Q1 2022 and 29 closed out, a net change of +3 holders.
- The largest UMB Financial buyer in Q1 2022 was State Street, an estimated $170M added.
- The largest UMB Financial seller in Q1 2022 was Millennium Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2022.