UMB Financial
UMBF
230 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 12 closing their positions.
200% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 67
11% more funds holding
Funds holding: 208 → 230 (+22)
1.29% more ownership
Funds ownership: 85.58% → 86.86% (+1.3%)
4% more capital invested
Capital invested by funds: $3.02B → $3.14B (+$124M)
11% less call options, than puts
Call options by funds: $239K | Put options by funds: $268K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$35M |
| 2 |
BlackRock
New York
|
+$8.33M |
| 3 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$7.19M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.53M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$44.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.1M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$5.53M |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
-$3.5M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$3.05M |
UMBF Hedge Fund Activity: Q1 2018 in Review
230 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2018, worth a combined $3.14B — up 4.1% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UMBF positions and 12 closed out — a net gain of 24 holders — while 82 added to existing stakes and 67 trimmed.
The largest buyer was American Century Companies, adding an estimated $35M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $44.9M sold.
- 230 institutional investors held UMB Financial (UMBF) as of Q1 2018, up from 208 in Q4 2017.
- Funds reported $3.14B of UMB Financial stock for Q1 2018, up 4.1% quarter-over-quarter.
- 36 funds opened new UMB Financial positions in Q1 2018 and 12 closed out, a net change of +24 holders.
- The largest UMB Financial buyer in Q1 2018 was American Century Companies, an estimated $35M added.
- The largest UMB Financial seller in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $44.9M sold.
Based on aggregated 13F filings for Q1 2018.