We are live on ! Find out more
UMBF icon

UMB Financial
UMBF

232 hedge funds and large institutions have $2.8B invested in UMB Financial in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

39% more capital invested

Capital invested by funds: $2.01B → $2.8B (+$787M)

7% more funds holding

Funds holding: 216 → 232 (+16)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.38% less ownership

Funds ownership: 85.03% → 84.65% (-0.38%)

37% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 101

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $145K

Holders
232
Holders Change
+16
Holders Change %
+7.41%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
64
Reduced
101
Closed
20
Calls
–
Puts
$145K
Net Calls
-$145K
Net Calls Change
-$164K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.1M
2
NI
Nuance Investments
Missouri
+$9.36M
3
SSA
Schonfeld Strategic Advisors
New York
+$6.75M
4
Victory Capital Management
Victory Capital Management
Texas
+$6.72M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.4M
2
CIP
Champlain Investment Partners
Vermont
-$11.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.82M
4
SAM
Skyline Asset Management
Illinois
-$6.94M
5
UB
UMB Bank
Missouri
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
76
Federated Hermes
Pennsylvania
$2.85M +$243K +3,788 +10%
GC
77
Guggenheim Capital
Illinois
$2.78M +$684K +10,663 +36%
Comerica Bank
78
Comerica Bank
Texas
$2.74M -$212K -3,311 -8%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.72M -$135K -2,100 -5%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.67M -$134K -2,089 -5%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$2.61M – – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$2.4M +$7.82K +122 +0.4%
TPSF
83
Texas Permanent School Fund
Texas
$2.4M -$363K -5,660 -14%
MSL
84
Mackay Shields LLC
New York
$2.39M +$2.23M +34,700 New
GIA
85
GHP Investment Advisors
Colorado
$2.11M +$206K +3,205 +12%
CB
86
Commerce Bank
Missouri
$2.06M +$32.1K +500 +2%
SG Americas Securities
87
SG Americas Securities
New York
$1.89M +$1.75M +27,359 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$1.87M +$1.36M +21,245 +362%
HA
89
HYA Advisors
Missouri
$1.82M – – –
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.76M +$987K +15,397 +151%
FNBOO
91
First National Bank of Omaha
Nebraska
$1.67M -$51.2K -799 -3%
US Bancorp
92
US Bancorp
Minnesota
$1.66M -$8.08K -126 -0.5%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$1.64M -$250K -3,900 -14%
CSS
94
Cubist Systematic Strategies
Connecticut
$1.6M +$70.2K +1,094 +5%
MSA
95
Mason Street Advisors
Wisconsin
$1.59M -$2.95K -46 -0.2%
MAM
96
Martingale Asset Management
Massachusetts
$1.56M -$244K -3,799 -14%
MPM
97
Meritage Portfolio Management
Kansas
$1.55M -$257K -4,000 -15%
SAM
98
Skyline Asset Management
Illinois
$1.48M -$6.94M -108,200 -83%
AG
99
Aperio Group
California
$1.45M +$54.5K +850 +4%
Millennium Management
100
Millennium Management
New York
$1.45M -$770K -12,005 -36%
2 3
4
5 6

UMBF Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2020, worth a combined $2.8B — up 39% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UMBF positions and 20 closed out — a net gain of 17 holders — while 64 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was Citadel Advisors, cutting an estimated $13.4M.

  • 232 institutional investors held UMB Financial (UMBF) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $2.8B of UMB Financial stock for Q4 2020, up 39% quarter-over-quarter.
  • 37 funds opened new UMB Financial positions in Q4 2020 and 20 closed out, a net change of +17 holders.
  • The largest UMB Financial buyer in Q4 2020 was BlackRock, an estimated $14.1M added.
  • The largest UMB Financial seller in Q4 2020 was Citadel Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.