UMB Financial
UMBF
177 hedge funds and large institutions have $2.45B 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
10% more capital invested
Capital invested by funds: $2.24B → $2.45B (+$214M)
1% more funds holding
Funds holding: 175 → 177 (+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 |
UMBF Hedge Fund Activity: Q3 2016 in Review
177 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2016, worth a combined $2.45B — up 9.6% 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.
- 177 institutional investors held UMB Financial (UMBF) as of Q3 2016, up from 175 in Q2 2016.
- Funds reported $2.45B of UMB Financial stock for Q3 2016, up 9.6% 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.