UMB Financial
UMBF
165 hedge funds and large institutions have $2.12B invested in UMB Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 50
18% more capital invested
Capital invested by funds: $1.8B → $2.12B (+$322M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
3% less funds holding
Funds holding: 170 → 165 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$64.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.1M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$41.5M |
| 4 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$12.7M |
| 5 |
Bank of New York Mellon
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$49.8M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$17.3M |
| 3 |
Goldman Sachs
New York
|
-$17.1M |
| 4 |
Millennium Management
New York
|
-$9.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
176
AHL Partners
London,
United Kingdom
| – | -$315K | -6,759 | Closed |
|
|
GC
177
Guggenheim Capital
Chicago,
Illinois
| – | -$268K | -5,757 | Closed |
|
|
NIT
178
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$256K | -5,500 | Closed |
|
|
DTL
179
Dynamic Technology Lab
Singapore
| – | -$237K | -5,096 | Closed |
|
|
MCM
180
Manchester Capital Management
Manchester,
Vermont
| – | -$78K | -1,675 | Closed |
|
|
KCPG
181
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$46K | -1,000 | Closed |
|
|
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$14K | -292 | Closed |
|
|
TRCT
183
Tower Research Capital (TRC)
New York
| – | -$9K | -200 | Closed |
|
184
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -117 | Closed |
|
|
GAM
185
Gemmer Asset Management
Walnut Creek,
California
| – | -$5K | -109 | Closed |
|
|
PMFA
186
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5K | -100 | Closed |
|
|
IA
187
IFP Advisors
Tampa,
Florida
| – | -$1K | -13 | Closed |
|
188
Walleye Trading
New York
| – | +$96 | +2 | New |
|
UMBF Hedge Fund Activity: Q1 2016 in Review
165 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2016, worth a combined $2.12B — up 18% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of UMBF and 21 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 71 added.
The largest buyer was American Century Companies, adding an estimated $64.2M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $49.8M sold.
- 165 institutional investors held UMB Financial (UMBF) as of Q1 2016, down from 170 in Q4 2015.
- Funds reported $2.12B of UMB Financial stock for Q1 2016, up 18% quarter-over-quarter.
- 21 funds opened new UMB Financial positions in Q1 2016 and 23 closed out, a net change of -2 holders.
- The largest UMB Financial buyer in Q1 2016 was American Century Companies, an estimated $64.2M added.
- The largest UMB Financial seller in Q1 2016 was Waddell & Reed Financial, an estimated $49.8M sold.
Based on aggregated 13F filings for Q1 2016.