UMB Financial
UMBF
208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
7% more funds holding
Funds holding: 195 → 208 (+13)
2.17% more ownership
Funds ownership: 83.4% → 85.58% (+2.2%)
0% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 74
3% less capital invested
Capital invested by funds: $3.11B → $3.02B (-$86.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$18M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$16.3M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$9.08M |
| 4 |
Millennium Management
New York
|
+$7.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.02M |
| 2 |
SI
Sapience Investments
Newport Beach,
California
|
-$8.79M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$8.66M |
| 4 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$6.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.51M |
UMBF Hedge Fund Activity: Q4 2017 in Review
208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2017, worth a combined $3.02B — down 2.8% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UMBF positions and 16 closed out — a net gain of 13 holders — while 74 added to existing stakes and 74 trimmed.
The largest buyer was State Street, adding an estimated $18M. The largest seller was Bank of New York Mellon, cutting an estimated $9.02M.
- 208 institutional investors held UMB Financial (UMBF) as of Q4 2017, up from 195 in Q3 2017.
- Funds reported $3.02B of UMB Financial stock for Q4 2017, down 2.8% quarter-over-quarter.
- 29 funds opened new UMB Financial positions in Q4 2017 and 16 closed out, a net change of +13 holders.
- The largest UMB Financial buyer in Q4 2017 was State Street, an estimated $18M added.
- The largest UMB Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2017.