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UMB Financial
UMBF

208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

7% more funds holding

Funds holding: 195 → 208 (+13)

2.17% more ownership

Funds ownership: 83.4% → 85.58% (+2.2%)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

3% less capital invested

Capital invested by funds: $3.11B → $3.02B (-$86.4M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
74
Reduced
74
Closed
16
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$1.01M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$18M
2
CIP
Champlain Investment Partners
Vermont
+$16.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$9.08M
4
Millennium Management
Millennium Management
New York
+$7.3M
5
American Century Companies
American Century Companies
Missouri
+$5.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.02M
2
SI
Sapience Investments
California
-$8.79M
3
NFA
Nationwide Fund Advisors
Ohio
-$8.66M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
201
American Financial Network Advisory Services
California
$4K – – –
KF
202
Krilogy Financial
Missouri
$4K – – –
BGIM
203
Brandywine Global Investment Management
Pennsylvania
$3K +$3.01K +41 New
SPIA
204
Steward Partners Investment Advisory
New York
$2K +$2.06K +28 New
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$1.29K +$1.32K +18 New
QCG
206
Quadrant Capital Group
Ohio
$1K – – –
PCG
207
Private Capital Group
Connecticut
$16 +$16K +218 New
SI
208
Sapience Investments
California
– -$8.79M -118,019 Closed
NFA
209
Nationwide Fund Advisors
Ohio
– -$8.66M -116,268 Closed
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
– -$5.51M -73,971 Closed
MCM
211
Matarin Capital Management
New York
– -$4.96M -66,604 Closed
CM
212
Crestline Management
Texas
– -$2.53M -34,000 Closed
IAS
213
IMA Advisory Services
Colorado
– -$948K -12,728 Closed
Squarepoint
214
Squarepoint
New York
– -$394K -5,294 Closed
PG
215
PEAK6 Group
Illinois
– -$344K -4,613 Closed
M&T Bank
216
M&T Bank
New York
– -$222K -2,971 Closed
WAM
217
World Asset Management
Michigan
– -$211K -2,835 Closed
QT
218
Quantbot Technologies
New York
– -$210K -2,830 Closed
FPS
219
Fieldpoint Private Securities
Connecticut
– -$55K -744 Closed
IUHSA
220
Itau Unibanco Holding S.A.
Brazil
– -$62K -265 Closed
CG
221
Cutler Group
California
– -$11K -151 Closed
WT
222
Whittier Trust
California
– -$5K -61 Closed
OAM
223
Oppenheimer Asset Management
New York
– -$4K -47 Closed
5 6 7 8
9

UMBF Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2017, worth a combined $3.02B — down 2.8% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UMBF positions and 16 closed out — a net gain of 13 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was State Street, adding an estimated $18M. The largest seller was Bank of New York Mellon, cutting an estimated $9.02M.

  • 208 institutional investors held UMB Financial (UMBF) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.02B of UMB Financial stock for Q4 2017, down 2.8% quarter-over-quarter.
  • 29 funds opened new UMB Financial positions in Q4 2017 and 16 closed out, a net change of +13 holders.
  • The largest UMB Financial buyer in Q4 2017 was State Street, an estimated $18M added.
  • The largest UMB Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2017.