UMB Financial
UMBF
235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
21% more capital invested
Capital invested by funds: $2.4B → $2.9B (+$499M)
9% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 77
0% more funds holding
Funds holding: 234 → 235 (+1)
0.65% less ownership
Funds ownership: 86.67% → 86.02% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$13.7M |
| 2 |
Morgan Stanley
New York
|
+$5.96M |
| 3 |
HF
HRT Financial
New York
|
+$5.54M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.31M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$23.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.51M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$9.28M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$7.78M |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$6.27M |
UMBF Hedge Fund Activity: Q4 2019 in Review
235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2019, worth a combined $2.9B — up 21% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UMBF positions and 18 closed out — a net gain of 8 holders — while 84 added to existing stakes and 77 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $13.7M. The largest seller was Invesco, cutting an estimated $23.1M.
- 235 institutional investors held UMB Financial (UMBF) as of Q4 2019, up from 234 in Q3 2019.
- Funds reported $2.9B of UMB Financial stock for Q4 2019, up 21% quarter-over-quarter.
- 26 funds opened new UMB Financial positions in Q4 2019 and 18 closed out, a net change of +8 holders.
- The largest UMB Financial buyer in Q4 2019 was Champlain Investment Partners, an estimated $13.7M added.
- The largest UMB Financial seller in Q4 2019 was Invesco, an estimated $23.1M sold.
Based on aggregated 13F filings for Q4 2019.