UMB Financial
UMBF
240 hedge funds and large institutions have $3.96B invested in UMB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
2% more funds holding
Funds holding: 235 → 240 (+5)
3% more capital invested
Capital invested by funds: $3.85B → $3.96B (+$115M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.95% less ownership
Funds ownership: 85.85% → 84.9% (-0.95%)
40% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.4M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$27M |
| 3 |
HF
HRT Financial
New York
|
+$12.6M |
| 4 |
Millennium Management
New York
|
+$10.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$33.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$22.9M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$11.5M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$10.5M |
UMBF Hedge Fund Activity: Q3 2021 in Review
240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2021, worth a combined $3.96B — up 3% from $3.85B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UMBF positions and 20 closed out — a net gain of 7 holders — while 67 added to existing stakes and 111 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $28.4M. The largest seller was Deutsche Bank, cutting an estimated $33.7M.
- 240 institutional investors held UMB Financial (UMBF) as of Q3 2021, up from 235 in Q2 2021.
- Funds reported $3.96B of UMB Financial stock for Q3 2021, up 3% quarter-over-quarter.
- 27 funds opened new UMB Financial positions in Q3 2021 and 20 closed out, a net change of +7 holders.
- The largest UMB Financial buyer in Q3 2021 was Wellington Management Group, an estimated $28.4M added.
- The largest UMB Financial seller in Q3 2021 was Deutsche Bank, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2021.