UMB Financial
UMBF
214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $2.38B → $2.78B (+$399M)
10% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 82
1.02% less ownership
Funds ownership: 89.54% → 88.52% (-1%)
4% less funds holding
Funds holding: 224 → 214 (-10)
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$24.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.26M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.52M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$5.88M |
| 5 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$34.3M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$31.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$16.8M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$9.86M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.41M |
UMBF Hedge Fund Activity: Q1 2019 in Review
214 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2019, worth a combined $2.78B — up 17% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UMBF and 16 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 74 added.
The largest buyer was Invesco, adding an estimated $24.8M. The largest seller was Eagle Asset Management, cutting an estimated $34.3M.
- 214 institutional investors held UMB Financial (UMBF) as of Q1 2019, down from 224 in Q4 2018.
- Funds reported $2.78B of UMB Financial stock for Q1 2019, up 17% quarter-over-quarter.
- 16 funds opened new UMB Financial positions in Q1 2019 and 25 closed out, a net change of -9 holders.
- The largest UMB Financial buyer in Q1 2019 was Invesco, an estimated $24.8M added.
- The largest UMB Financial seller in Q1 2019 was Eagle Asset Management, an estimated $34.3M sold.
Based on aggregated 13F filings for Q1 2019.