UMB Financial
UMBF
221 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 69
8% more capital invested
Capital invested by funds: $3.14B → $3.39B (+$246M)
1.99% more ownership
Funds ownership: 86.86% → 88.85% (+2%)
4% less funds holding
Funds holding: 230 → 221 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$30.8M |
| 2 |
Janus Henderson Group
London,
|
+$20.2M |
| 3 |
BlackRock
New York
|
+$16.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$14.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.9M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
-$8.18M |
| 3 |
Millennium Management
New York
|
-$6.6M |
| 4 |
Morgan Stanley
New York
|
-$6.16M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$5.04M |
UMBF Hedge Fund Activity: Q2 2018 in Review
221 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2018, worth a combined $3.39B — up 7.8% from $3.14B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UMBF and 17 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 100 added.
The largest buyer was American Century Companies, adding an estimated $30.8M. The largest seller was Fidelity Investments, cutting an estimated $35.9M.
- 221 institutional investors held UMB Financial (UMBF) as of Q2 2018, down from 230 in Q1 2018.
- Funds reported $3.39B of UMB Financial stock for Q2 2018, up 7.8% quarter-over-quarter.
- 17 funds opened new UMB Financial positions in Q2 2018 and 26 closed out, a net change of -9 holders.
- The largest UMB Financial buyer in Q2 2018 was American Century Companies, an estimated $30.8M added.
- The largest UMB Financial seller in Q2 2018 was Fidelity Investments, an estimated $35.9M sold.
Based on aggregated 13F filings for Q2 2018.