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UMB Financial

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1% more funds holding

Funds holding: 232235 (+3)

2% more capital invested

Capital invested by funds: $3.78B → $3.85B (+$71.5M)

0.8% more ownership

Funds ownership: 85.05%85.85% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$9.12M -$1.71M -18,002 -16%
SEI Investments
52
SEI Investments
Pennsylvania
$7.66M +$1.71M +17,993 +28%
RJA
53
Raymond James & Associates
Florida
$7.31M +$347K +3,653 +5%
PPA
54
Parametric Portfolio Associates
Washington
$7.09M +$60.3K +635 +0.8%
Barclays
55
Barclays
United Kingdom
$7.01M +$1.98M +20,819 +38%
CAM
56
Congress Asset Management
Massachusetts
$6.95M +$1.09M +11,428 +18%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.57M -$93.7K -986 -1%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$6.51M +$4.75M +50,000 +250%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$6.36M
First Trust Advisors
60
First Trust Advisors
Illinois
$6.13M +$1.2M +12,608 +24%
GC
61
Gillson Capital
Illinois
$6.06M +$6.18M +65,103 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$5.62M -$514K -5,415 -8%
FWM
63
Frontier Wealth Management
Missouri
$5.58M +$4.23M +44,576 +290%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$5.27M +$3.99K +42 +0.1%
UBS AM
65
UBS AM
Illinois
$5.2M +$281K +2,963 +6%
GC
66
Guggenheim Capital
Illinois
$4.36M -$1.92M -20,183 -30%
RBA
67
Richard Bernstein Advisors
New York
$4.33M
Morgan Stanley
68
Morgan Stanley
New York
$4M +$1.46M +15,341 +55%
FCI
69
Financial Counselors Inc
Kansas
$3.76M -$154K -1,616 -4%
CS
70
Credit Suisse
Switzerland
$3.73M -$491K -5,166 -11%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$3.53M -$137K -1,444 -4%
MIM
72
MetLife Investment Management
New Jersey
$3.53M -$64.1K -675 -2%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$3.52M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$3.42M -$505K -5,315 -13%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.23M -$46.6K -491 -1%

UMBF Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2021, worth a combined $3.85B — up 1.9% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMBF positions and 17 closed out — a net gain of 4 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $16.3M.

  • 235 institutional investors held UMB Financial (UMBF) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.85B of UMB Financial stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 21 funds opened new UMB Financial positions in Q2 2021 and 17 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q2 2021 was Deutsche Bank, an estimated $32.1M added.
  • The largest UMB Financial seller in Q2 2021 was BlackRock, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2021.