UMB Financial
UMBF
176 hedge funds and large institutions have $2.44B invested in UMB Financial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
28% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 58
9% more capital invested
Capital invested by funds: $2.24B → $2.44B (+$205M)
1% more funds holding
Funds holding: 174 → 176 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$39.6M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$25.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$18.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$12.4M |
| 2 |
Goldman Sachs
New York
|
-$11.5M |
| 3 |
Millennium Management
New York
|
-$9.48M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.91M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTB
176
Washington Trust Bank
Spokane,
Washington
| $1K | +$1.32K | +23 | New |
|
177
Rafferty Asset Management
New York
| – | -$565K | -10,621 | Closed |
|
|
CCMH
178
Cornerstone Capital Management Holdings
New York
| – | -$550K | -10,346 | Closed |
|
179
Capstone Investment Advisors
New York
| – | -$548K | -10,300 | Closed |
|
|
SSG
180
Summit Securities Group
New York
| – | -$439K | -8,259 | Closed |
|
|
DTL
181
Dynamic Technology Lab
Singapore
| – | -$292K | -5,487 | Closed |
|
|
PP
182
Paloma Partners
Greenwich,
Connecticut
| – | -$253K | -4,745 | Closed |
|
183
Squarepoint
New York
| – | -$231K | -4,346 | Closed |
|
|
PAM
184
Paradigm Asset Management
New York
| – | -$21.3K | -400 | Closed |
|
|
NIT
185
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$16K | -300 | Closed |
|
|
CCA
186
Checchi Capital Advisers
Beverly Hills,
California
| – | -$8K | -141 | Closed |
|
187
Walleye Trading
New York
| – | -$1K | -16 | Closed |
|
UMBF Hedge Fund Activity: Q3 2016 in Review
176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2016, worth a combined $2.44B — up 9.2% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UMBF positions and 11 closed out — a net gain of 4 holders — while 74 added to existing stakes and 58 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $39.6M. The largest seller was Commerce Bank, cutting an estimated $12.4M.
- 176 institutional investors held UMB Financial (UMBF) as of Q3 2016, up from 174 in Q2 2016.
- Funds reported $2.44B of UMB Financial stock for Q3 2016, up 9.2% quarter-over-quarter.
- 15 funds opened new UMB Financial positions in Q3 2016 and 11 closed out, a net change of +4 holders.
- The largest UMB Financial buyer in Q3 2016 was Victory Capital Management, an estimated $39.6M added.
- The largest UMB Financial seller in Q3 2016 was Commerce Bank, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2016.