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UMB Financial

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: 232235 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$575K +$209K +2,202 +56%
DCM
152
Dean Capital Management
Kansas
$567K -$2.29M -24,117 -80%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$563K +$84.8K +893 +17%
EMG
154
ETF Managers Group
New Jersey
$541K +$553K +5,822 New
WG
155
Winton Group
United Kingdom
$537K +$548K +5,768 New
TIA
156
Tandem Investment Advisors
South Carolina
$535K +$17.8K +187 +3%
Citadel Advisors
157
Citadel Advisors
Florida
$523K -$5.79M -60,901 -92%
Allianz Asset Management
158
Allianz Asset Management
Germany
$512K +$523K +5,503 New
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$477K -$647K -6,809 -57%
LRPA
160
L. Roy Papp & Associates
Arizona
$445K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$429K +$2.28K +24 +0.5%
Janus Henderson Group
162
Janus Henderson Group
United Kingdom
$427K +$61.4K +646 +16%
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$426K -$5.13K -54 -1%
IA
164
IndexIQ Advisors
New York
$408K +$7.41K +78 +2%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$402K
FWP
166
FAS Wealth Partners
Kansas
$401K +$410K +4,312 New
Verition Fund Management
167
Verition Fund Management
Connecticut
$400K +$409K +4,302 New
CCT
168
Country Club Trust
Missouri
$393K
KCM
169
Kornitzer Capital Management
Kansas
$384K -$105K -1,110 -21%
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
$379K -$23.5K -247 -6%
CTC
171
Central Trust Company
Missouri
$379K
IHL
172
Investment House LLC
California
$378K -$57K -600 -13%
APP
173
Alpha Paradigm Partners
Illinois
$375K -$4.66K -49 -1%
CGH
174
Crossmark Global Holdings
Texas
$373K -$22.8K -240 -6%
NSEDCP
175
NJ State Employees Deferred Compensation Plan
New Jersey
$372K

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.