UMB Financial
UMBF
216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 77
0.31% less ownership
Funds ownership: 85.34% → 85.03% (-0.31%)
5% less capital invested
Capital invested by funds: $2.12B → $2.01B (-$104M)
3% less funds holding
Funds holding: 222 → 216 (-6)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$11.7M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$7.45M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.28M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$7.21M |
| 5 |
Man Group
London,
United Kingdom
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$27M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$9.75M |
| 5 |
State Street
Boston,
Massachusetts
|
-$8.05M |
UMBF Hedge Fund Activity: Q3 2020 in Review
216 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2020, worth a combined $2.01B — down 4.9% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UMBF and 20 opened new positions — a net loss of 6 holders — while 77 trimmed existing stakes and 80 added.
The largest buyer was Victory Capital Management, adding an estimated $11.7M. The largest seller was Invesco, cutting an estimated $27M.
- 216 institutional investors held UMB Financial (UMBF) as of Q3 2020, down from 222 in Q2 2020.
- Funds reported $2.01B of UMB Financial stock for Q3 2020, down 4.9% quarter-over-quarter.
- 20 funds opened new UMB Financial positions in Q3 2020 and 26 closed out, a net change of -6 holders.
- The largest UMB Financial buyer in Q3 2020 was Victory Capital Management, an estimated $11.7M added.
- The largest UMB Financial seller in Q3 2020 was Invesco, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2020.