UMB Financial
UMBF
211 hedge funds and large institutions have $1.92B invested in UMB Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 36 closing their positions.
241% more call options, than puts
Call options by funds: $525K | Put options by funds: $154K
13% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 76
1.62% less ownership
Funds ownership: 86.02% → 84.4% (-1.6%)
10% less funds holding
Funds holding: 235 → 211 (-24)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
34% less capital invested
Capital invested by funds: $2.9B → $1.92B (-$983M)
61% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$11.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.64M |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$4.85M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$33.4M |
| 2 |
Bank of New York Mellon
New York
|
-$10.6M |
| 3 |
Janus Henderson Group
London,
|
-$8.06M |
| 4 |
Millennium Management
New York
|
-$7.96M |
| 5 |
HF
HRT Financial
New York
|
-$6.53M |
UMBF Hedge Fund Activity: Q1 2020 in Review
211 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2020, worth a combined $1.92B — down 34% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of UMBF and 14 opened new positions — a net loss of 22 holders — while 76 trimmed existing stakes and 86 added.
The largest buyer was Brown Advisory, adding an estimated $11.8M. The largest seller was Nuance Investments, cutting an estimated $33.4M.
- 211 institutional investors held UMB Financial (UMBF) as of Q1 2020, down from 235 in Q4 2019.
- Funds reported $1.92B of UMB Financial stock for Q1 2020, down 34% quarter-over-quarter.
- 14 funds opened new UMB Financial positions in Q1 2020 and 36 closed out, a net change of -22 holders.
- The largest UMB Financial buyer in Q1 2020 was Brown Advisory, an estimated $11.8M added.
- The largest UMB Financial seller in Q1 2020 was Nuance Investments, an estimated $33.4M sold.
Based on aggregated 13F filings for Q1 2020.