UMB Financial
UMBF
195 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 24 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.08% less ownership
Funds ownership: 83.48% → 83.4% (-0.08%)
0% less capital invested
Capital invested by funds: $3.12B → $3.11B (-$7.91M)
7% less funds holding
Funds holding: 210 → 195 (-15)
54% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 24
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $536K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$35.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.32M |
| 3 |
BlackRock
New York
|
+$5.3M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$4.9M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$14M |
| 2 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$6.86M |
| 3 |
JP Morgan Chase
New York
|
-$5.6M |
| 4 |
Renaissance Technologies
New York
|
-$5.04M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$4.83M |
UMBF Hedge Fund Activity: Q3 2017 in Review
195 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2017, worth a combined $3.11B — down 0.25% from $3.12B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UMBF and 11 opened new positions — a net loss of 13 holders — while 66 trimmed existing stakes and 79 added.
The largest buyer was Nuance Investments, adding an estimated $35.6M. The largest seller was Carlson Capital, exiting entirely with an estimated $14M sold.
- 195 institutional investors held UMB Financial (UMBF) as of Q3 2017, down from 210 in Q2 2017.
- Funds reported $3.11B of UMB Financial stock for Q3 2017, down 0.25% quarter-over-quarter.
- 11 funds opened new UMB Financial positions in Q3 2017 and 24 closed out, a net change of -13 holders.
- The largest UMB Financial buyer in Q3 2017 was Nuance Investments, an estimated $35.6M added.
- The largest UMB Financial seller in Q3 2017 was Carlson Capital, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2017.