UMB Financial
UMBF
271 hedge funds and large institutions have $3.7B invested in UMB Financial in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 25 closing their positions.
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
5% more funds holding
Funds holding: 259 → 271 (+12)
2% more capital invested
Capital invested by funds: $3.61B → $3.7B (+$88.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less call options, than puts
Call options by funds: $304K | Put options by funds: $322K
1.77% less ownership
Funds ownership: 88.95% → 87.18% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.4M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$9.07M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$7.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$19M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$11.1M |
| 5 |
Walleye Capital
New York
|
-$9.6M |
UMBF Hedge Fund Activity: Q1 2024 in Review
271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2024, worth a combined $3.7B — up 2.5% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UMBF positions and 25 closed out — a net gain of 13 holders — while 81 added to existing stakes and 98 trimmed.
The largest buyer was Vanguard Group, adding an estimated $32.1M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.
- 271 institutional investors held UMB Financial (UMBF) as of Q1 2024, up from 259 in Q4 2023.
- Funds reported $3.7B of UMB Financial stock for Q1 2024, up 2.5% quarter-over-quarter.
- 38 funds opened new UMB Financial positions in Q1 2024 and 25 closed out, a net change of +13 holders.
- The largest UMB Financial buyer in Q1 2024 was Vanguard Group, an estimated $32.1M added.
- The largest UMB Financial seller in Q1 2024 was Morgan Stanley, an estimated $36.4M sold.
Based on aggregated 13F filings for Q1 2024.