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UMB Financial
UMBF

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: 232 → 235 (+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: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$32.1M
2
SSA
Schonfeld Strategic Advisors
New York
+$22.7M
3
State Street
State Street
Massachusetts
+$22.6M
4
American Century Companies
American Century Companies
Missouri
+$9.25M
5
ProShare Advisors
ProShare Advisors
Maryland
+$9.17M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.3M
2
UB
UMB Bank
Missouri
-$10.2M
3
CIP
Champlain Investment Partners
Vermont
-$9.3M
4
Wells Fargo
Wells Fargo
California
-$6.26M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
101
First National Bank of Omaha
Nebraska
$1.67M – – –
US Bancorp
102
US Bancorp
Minnesota
$1.65M -$68.7K -723 -4%
KeyBank National Association
103
KeyBank National Association
Ohio
$1.57M -$289K -3,040 -15%
Jane Street
104
Jane Street
New York
$1.53M +$1.1M +11,580 +235%
PCMK
105
Paragon Capital Management (Kansas)
Kansas
$1.47M -$104K -1,100 -7%
Prudential Financial
106
Prudential Financial
New Jersey
$1.43M +$565K +5,944 +63%
AIP
107
Ameritas Investment Partners
Nebraska
$1.41M -$29.4K -310 -2%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1.39M -$104K -1,097 -7%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$1.38M +$49.2K +518 +4%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.35M +$1.71K +18 +0.1%
Millennium Management
111
Millennium Management
New York
$1.35M +$876K +9,224 +175%
VRS
112
Virginia Retirement Systems
Virginia
$1.29M +$513K +5,400 +64%
SG Americas Securities
113
SG Americas Securities
New York
$1.25M +$252K +2,655 +25%
Creative Planning
114
Creative Planning
Kansas
$1.24M -$291K -3,059 -19%
ACM
115
AlphaCrest Capital Management
New York
$1.22M +$1.24M +13,088 New
JCIA
116
Jackson Creek Investment Advisors
Colorado
$1.21M -$132K -1,394 -10%
ASRS
117
Arizona State Retirement System
Arizona
$1.15M -$84.2K -886 -7%
ANTB
118
AMG National Trust Bank
Colorado
$1.14M -$361K -3,800 -24%
HIM
119
Hillsdale Investment Management
Ontario, Canada
$1.12M – – –
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$1.1M +$1.13M +11,847 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$1.07M +$1.33K +14 +0.1%
Mariner
122
Mariner
Kansas
$1.05M +$17.5K +184 +2%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.05M – – –
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.03M -$1.32M -13,895 -56%
SOMRS
125
State of Michigan Retirement System
Michigan
$1.02M -$484K -5,100 -32%
3 4
5
6 7

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.