UMB Financial
UMBF
222 hedge funds and large institutions have $3.13B invested in UMB Financial in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 11 closing their positions.
678% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $193K
445% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 11
82.01% more ownership
Funds ownership: 0% → 82.01% (+82%)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
28% more capital invested
Capital invested by funds: $2.44B → $3.13B (+$692M)
26% more funds holding
Funds holding: 176 → 222 (+46)
10% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$39.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$22.4M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$19.4M |
| 4 |
Morgan Stanley
New York
|
+$17.5M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$77M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$33.8M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$29.6M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$22.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.1M |
UMBF Hedge Fund Activity: Q4 2016 in Review
222 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2016, worth a combined $3.13B — up 28% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new UMBF positions and 11 closed out — a net gain of 49 holders — while 65 added to existing stakes and 72 trimmed.
The largest buyer was State Street, adding an estimated $39.5M. The largest seller was American Century Companies, cutting an estimated $77M.
- 222 institutional investors held UMB Financial (UMBF) as of Q4 2016, up from 176 in Q3 2016.
- Funds reported $3.13B of UMB Financial stock for Q4 2016, up 28% quarter-over-quarter.
- 60 funds opened new UMB Financial positions in Q4 2016 and 11 closed out, a net change of +49 holders.
- The largest UMB Financial buyer in Q4 2016 was State Street, an estimated $39.5M added.
- The largest UMB Financial seller in Q4 2016 was American Century Companies, an estimated $77M sold.
Based on aggregated 13F filings for Q4 2016.