UMB Financial
UMBF
220 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 29 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 71
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
0.81% more ownership
Funds ownership: 82.01% → 82.82% (+0.81%)
1% less capital invested
Capital invested by funds: $3.13B → $3.11B (-$26.2M)
1% less funds holding
Funds holding: 222 → 220 (-2)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $173K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$356M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$38.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$33.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$50.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$27.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.95M |
| 4 |
Morgan Stanley
New York
|
-$8.29M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.57M |
UMBF Hedge Fund Activity: Q1 2017 in Review
220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2017, worth a combined $3.11B — down 0.83% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UMBF positions and 29 closed out — a net gain of 4 holders — while 89 added to existing stakes and 71 trimmed.
The largest buyer was BlackRock, adding an estimated $356M. The largest seller was Virtus Fund Advisers, exiting entirely with an estimated $50.2M sold.
- 220 institutional investors held UMB Financial (UMBF) as of Q1 2017, down from 222 in Q4 2016.
- Funds reported $3.11B of UMB Financial stock for Q1 2017, down 0.83% quarter-over-quarter.
- 33 funds opened new UMB Financial positions in Q1 2017 and 29 closed out, a net change of +4 holders.
- The largest UMB Financial buyer in Q1 2017 was BlackRock, an estimated $356M added.
- The largest UMB Financial seller in Q1 2017 was Virtus Fund Advisers, an estimated $50.2M sold.
Based on aggregated 13F filings for Q1 2017.