UMB Financial
UMBF
174 hedge funds and large institutions have $2.24B invested in UMB Financial in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
65% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 48
6% more capital invested
Capital invested by funds: $2.12B → $2.24B (+$118M)
5% more funds holding
Funds holding: 165 → 174 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$24.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.6M |
| 3 |
Millennium Management
New York
|
+$10.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.46M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$18.7M |
| 2 |
Goldman Sachs
New York
|
-$9.88M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$9.66M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$6.95M |
| 5 |
Bank of New York Mellon
New York
|
-$5.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Nomura Holdings
Tokyo,
Japan
| – | -$291K | -5,617 | Closed |
|
177
SG Americas Securities
New York
| – | -$289K | -5,598 | Closed |
|
|
AL
178
Airain Ltd
St. Peter Port,
Guernsey
| – | -$220K | -4,259 | Closed |
|
|
HNB
179
Huntington National Bank
Columbus,
Ohio
| – | -$42K | -800 | Closed |
|
|
CG
180
Cutler Group
San Francisco,
California
| – | -$3K | -74 | Closed |
|
|
UFA
181
US Financial Advisors
Braintree,
Massachusetts
| – | -$2K | -35 | Closed |
|
UMBF Hedge Fund Activity: Q2 2016 in Review
174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2016, worth a combined $2.24B — up 5.6% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UMBF positions and 7 closed out — a net gain of 10 holders — while 79 added to existing stakes and 48 trimmed.
The largest buyer was American Century Companies, adding an estimated $24.8M. The largest seller was Champlain Investment Partners, cutting an estimated $18.7M.
- 174 institutional investors held UMB Financial (UMBF) as of Q2 2016, up from 165 in Q1 2016.
- Funds reported $2.24B of UMB Financial stock for Q2 2016, up 5.6% quarter-over-quarter.
- 17 funds opened new UMB Financial positions in Q2 2016 and 7 closed out, a net change of +10 holders.
- The largest UMB Financial buyer in Q2 2016 was American Century Companies, an estimated $24.8M added.
- The largest UMB Financial seller in Q2 2016 was Champlain Investment Partners, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2016.