UMB Financial
UMBF
222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.
141% more call options, than puts
Call options by funds: $968K | Put options by funds: $402K
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
7% more capital invested
Capital invested by funds: $1.98B → $2.12B (+$139M)
5% more funds holding
Funds holding: 211 → 222 (+11)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.8% less ownership
Funds ownership: 87.15% → 85.34% (-1.8%)
18% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$25.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$17.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.1M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$11.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$63.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$61M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.3M |
| 4 |
BlackRock
New York
|
-$9.48M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$6.18M |
UMBF Hedge Fund Activity: Q2 2020 in Review
222 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2020, worth a combined $2.12B — up 7% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UMBF positions and 18 closed out — a net gain of 13 holders — while 72 added to existing stakes and 88 trimmed.
The largest buyer was Invesco, adding an estimated $25.7M. The largest seller was Victory Capital Management, cutting an estimated $63.2M.
- 222 institutional investors held UMB Financial (UMBF) as of Q2 2020, up from 211 in Q1 2020.
- Funds reported $2.12B of UMB Financial stock for Q2 2020, up 7% quarter-over-quarter.
- 31 funds opened new UMB Financial positions in Q2 2020 and 18 closed out, a net change of +13 holders.
- The largest UMB Financial buyer in Q2 2020 was Invesco, an estimated $25.7M added.
- The largest UMB Financial seller in Q2 2020 was Victory Capital Management, an estimated $63.2M sold.
Based on aggregated 13F filings for Q2 2020.