UMB Financial
UMBF
243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.
200% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more funds holding
Funds holding: 214 → 243 (+29)
1.84% less ownership
Funds ownership: 88.52% → 86.68% (-1.8%)
12% less capital invested
Capital invested by funds: $2.78B → $2.44B (-$341M)
18% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$18.5M |
| 2 |
Millennium Management
New York
|
+$16.1M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$13.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$9.92M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$59.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$29.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$26.7M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$13.3M |
| 5 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$10.8M |
UMBF Hedge Fund Activity: Q2 2019 in Review
243 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2019, worth a combined $2.44B — down 12% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new UMBF positions and 16 closed out — a net gain of 32 holders — while 66 added to existing stakes and 80 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $18.5M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $59.6M.
- 243 institutional investors held UMB Financial (UMBF) as of Q2 2019, up from 214 in Q1 2019.
- Funds reported $2.44B of UMB Financial stock for Q2 2019, down 12% quarter-over-quarter.
- 48 funds opened new UMB Financial positions in Q2 2019 and 16 closed out, a net change of +32 holders.
- The largest UMB Financial buyer in Q2 2019 was Nuveen, an estimated $18.5M added.
- The largest UMB Financial seller in Q2 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $59.6M sold.
Based on aggregated 13F filings for Q2 2019.