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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
SAM
176
Securian Asset Management
Minnesota
$370K -$9.5K -100 -2%
AA
177
ALPS Advisors
Colorado
$332K
OAM
178
Origin Asset Management
United Kingdom
$320K +$326K +3,435 New
B
179
Bailard
California
$313K
P
180
Pitcairn
Pennsylvania
$302K -$12.5K -132 -4%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$255K -$21.9K -231 -8%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$249K -$633K -6,664 -71%
Walleye Trading
183
Walleye Trading
New York
$247K +$252K +2,652 New
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$242K -$66.5K -700 -21%
RFC
185
Regions Financial Corp
Alabama
$240K +$244K +2,573 New
SO
186
STRS Ohio
Ohio
$232K -$47.5K -500 -17%
PAM
187
Panagora Asset Management
Massachusetts
$231K +$207K +2,182 +727%
SCM
188
Shelton Capital Management
Colorado
$223K
Amundi
189
Amundi
France
$223K +$227K +2,392 New
LPL Financial
190
LPL Financial
California
$220K -$5.22K -55 -2%
CC
191
Chicago Capital
Illinois
$219K
QVT
192
Quantitative Value Technologies
Kansas
$210K +$215K +2,259 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$205K -$66.2K -697 -24%
Macquarie Group
194
Macquarie Group
Australia
$147K
Osaic Holdings
195
Osaic Holdings
Arizona
$147K +$4.18K +44 +3%
MAM
196
Meeder Asset Management
Ohio
$75K +$760 +8 +1%
PHK
197
Point72 Hong Kong
Hong Kong
$71K +$72.5K +763 New
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$65K +$19.3K +203 +41%
HWMA
199
Heritage Wealth Management (Arizona)
Arizona
$64K +$65.4K +689 New
MWC
200
MBM Wealth Consultants
Missouri
$57K

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.