UMB Financial
UMBF
224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
6% more funds holding
Funds holding: 211 → 224 (+13)
1.02% more ownership
Funds ownership: 88.52% → 89.54% (+1%)
5% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 76
24% less capital invested
Capital invested by funds: $3.14B → $2.38B (-$762M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$39.7M |
| 2 |
BlackRock
New York
|
+$10.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.97M |
| 4 |
Renaissance Technologies
New York
|
+$7.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$18.6M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$9.99M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$8.14M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$7.67M |
UMBF Hedge Fund Activity: Q4 2018 in Review
224 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2018, worth a combined $2.38B — down 24% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UMBF positions and 23 closed out — a net gain of 13 holders — while 72 added to existing stakes and 76 trimmed.
The largest buyer was American Century Companies, adding an estimated $39.7M. The largest seller was Fidelity Investments, cutting an estimated $41.9M.
- 224 institutional investors held UMB Financial (UMBF) as of Q4 2018, up from 211 in Q3 2018.
- Funds reported $2.38B of UMB Financial stock for Q4 2018, down 24% quarter-over-quarter.
- 36 funds opened new UMB Financial positions in Q4 2018 and 23 closed out, a net change of +13 holders.
- The largest UMB Financial buyer in Q4 2018 was American Century Companies, an estimated $39.7M added.
- The largest UMB Financial seller in Q4 2018 was Fidelity Investments, an estimated $41.9M sold.
Based on aggregated 13F filings for Q4 2018.