UMB Financial
UMBF
225 hedge funds and large institutions have $2.74B invested in UMB Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 64 closing their positions.
12% more capital invested
Capital invested by funds: $2.46B → $2.74B (+$285M)
5.28% more ownership
Funds ownership: 87.51% → 92.79% (+5.3%)
6% less call options, than puts
Call options by funds: $505K | Put options by funds: $536K
12% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 90
13% less funds holding
Funds holding: 259 → 225 (-34)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
53% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$134M |
| 2 |
State Street
Boston,
Massachusetts
|
+$32.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.2M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$25.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.57M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$8.51M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.79M |
UMBF Hedge Fund Activity: Q2 2023 in Review
225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2023, worth a combined $2.74B — up 12% from $2.46B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of UMBF and 30 opened new positions — a net loss of 34 holders — while 90 trimmed existing stakes and 79 added.
The largest buyer was Goldman Sachs, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $26.7M.
- 225 institutional investors held UMB Financial (UMBF) as of Q2 2023, down from 259 in Q1 2023.
- Funds reported $2.74B of UMB Financial stock for Q2 2023, up 12% quarter-over-quarter.
- 30 funds opened new UMB Financial positions in Q2 2023 and 64 closed out, a net change of -34 holders.
- The largest UMB Financial buyer in Q2 2023 was Goldman Sachs, an estimated $134M added.
- The largest UMB Financial seller in Q2 2023 was Millennium Management, an estimated $26.7M sold.
Based on aggregated 13F filings for Q2 2023.