UMB Financial
UMBF
232 hedge funds and large institutions have $2.8B invested in UMB Financial in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
39% more capital invested
Capital invested by funds: $2.01B → $2.8B (+$787M)
7% more funds holding
Funds holding: 216 → 232 (+16)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.38% less ownership
Funds ownership: 85.03% → 84.65% (-0.38%)
37% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 101
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $145K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.1M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$9.36M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$6.75M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$6.72M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.4M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$11.9M |
| 3 |
Bank of New York Mellon
New York
|
-$9.82M |
| 4 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$6.94M |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$4.78M |
UMBF Hedge Fund Activity: Q4 2020 in Review
232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2020, worth a combined $2.8B — up 39% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UMBF positions and 20 closed out — a net gain of 17 holders — while 64 added to existing stakes and 101 trimmed.
The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was Citadel Advisors, cutting an estimated $13.4M.
- 232 institutional investors held UMB Financial (UMBF) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $2.8B of UMB Financial stock for Q4 2020, up 39% quarter-over-quarter.
- 37 funds opened new UMB Financial positions in Q4 2020 and 20 closed out, a net change of +17 holders.
- The largest UMB Financial buyer in Q4 2020 was BlackRock, an estimated $14.1M added.
- The largest UMB Financial seller in Q4 2020 was Citadel Advisors, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2020.