UMB Financial
UMBF
242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
8% more funds holding
Funds holding: 225 → 242 (+17)
2% less capital invested
Capital invested by funds: $2.74B → $2.69B (-$55.3M)
5% less call options, than puts
Call options by funds: $422K | Put options by funds: $446K
3.77% less ownership
Funds ownership: 92.79% → 89.01% (-3.8%)
11% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$71.2M |
| 2 |
Millennium Management
New York
|
+$20.4M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$16.5M |
| 4 |
HF
HRT Financial
New York
|
+$12M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$140M |
| 2 |
State Street
Boston,
Massachusetts
|
-$108M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$24.1M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$8.62M |
| 5 |
Man Group
London,
United Kingdom
|
-$7.18M |
UMBF Hedge Fund Activity: Q3 2023 in Review
242 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2023, worth a combined $2.69B — down 2% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UMBF positions and 20 closed out — a net gain of 18 holders — while 79 added to existing stakes and 89 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $71.2M. The largest seller was Goldman Sachs, cutting an estimated $140M.
- 242 institutional investors held UMB Financial (UMBF) as of Q3 2023, up from 225 in Q2 2023.
- Funds reported $2.69B of UMB Financial stock for Q3 2023, down 2% quarter-over-quarter.
- 38 funds opened new UMB Financial positions in Q3 2023 and 20 closed out, a net change of +18 holders.
- The largest UMB Financial buyer in Q3 2023 was Wellington Management Group, an estimated $71.2M added.
- The largest UMB Financial seller in Q3 2023 was Goldman Sachs, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2023.