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UMB Financial

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1% more funds holding

Funds holding: 232235 (+3)

2% more capital invested

Capital invested by funds: $3.78B → $3.85B (+$71.5M)

0.8% more ownership

Funds ownership: 85.05%85.85% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.15M +$92.7K +976 +3%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$3.14M +$918K +9,664 +40%
GIA
78
GHP Investment Advisors
Colorado
$3.04M +$50.7K +534 +2%
TPSF
79
Texas Permanent School Fund
Texas
$3.02M +$380 +4 +0%
AB
80
Amalgamated Bank
New York
$2.98M +$2.68M +28,168 +724%
CB
81
Commerce Bank
Missouri
$2.76M -$19K -200 -0.7%
DIA
82
Dean Investment Associates
Ohio
$2.67M -$2.3M -24,242 -46%
Citigroup
83
Citigroup
New York
$2.56M +$252K +2,651 +11%
HA
84
HYA Advisors
Missouri
$2.44M
UBS Group
85
UBS Group
Switzerland
$2.38M -$812K -8,545 -25%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.38M -$1.3M -13,649 -35%
MAM
87
Martingale Asset Management
Massachusetts
$2.36M -$313K -3,300 -12%
Jennison Associates
88
Jennison Associates
New York
$2.19M -$92K -969 -4%
Comerica Bank
89
Comerica Bank
Texas
$2.14M -$39.5K -416 -2%
ZCM
90
Ziegler Capital Management
Illinois
$2.12M +$31.3K +330 +1%
KTA
91
Keeley-Teton Advisors
Illinois
$2.09M -$271K -2,850 -11%
MPM
92
Meritage Portfolio Management
Kansas
$2.08M -$16.6K -175 -0.8%
TRCT
93
Tower Research Capital (TRC)
New York
$1.91M +$1.53M +16,137 +371%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$1.9M -$103K -1,088 -5%
KBC Group
95
KBC Group
Belgium
$1.87M
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.85M +$1.36M +14,274 +255%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.84M -$1.43K -15 -0.1%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$1.78M +$3.71K +39 +0.2%
IP
99
Isthmus Partners
Wisconsin
$1.73M +$15.4K +162 +0.9%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$1.68M -$161K -1,700 -9%

UMBF Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2021, worth a combined $3.85B — up 1.9% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMBF positions and 17 closed out — a net gain of 4 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $16.3M.

  • 235 institutional investors held UMB Financial (UMBF) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.85B of UMB Financial stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 21 funds opened new UMB Financial positions in Q2 2021 and 17 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q2 2021 was Deutsche Bank, an estimated $32.1M added.
  • The largest UMB Financial seller in Q2 2021 was BlackRock, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2021.