UMB Financial
UMBF
232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.
35% more capital invested
Capital invested by funds: $2.8B → $3.78B (+$976M)
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
0.4% more ownership
Funds ownership: 84.65% → 85.05% (+0.4%)
0% more funds holding
Funds holding: 232 → 232 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$21.7M |
| 3 |
BlackRock
New York
|
+$21.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$19.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$23.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$20.2M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$15M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$14.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9.85M |
UMBF Hedge Fund Activity: Q1 2021 in Review
232 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2021, worth a combined $3.78B — up 35% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UMBF positions and 27 closed out — a net gain of 3 holders — while 72 added to existing stakes and 99 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $56.2M. The largest seller was Northern Trust, cutting an estimated $23.4M.
- 232 institutional investors held UMB Financial (UMBF) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $3.78B of UMB Financial stock for Q1 2021, up 35% quarter-over-quarter.
- 30 funds opened new UMB Financial positions in Q1 2021 and 27 closed out, a net change of +3 holders.
- The largest UMB Financial buyer in Q1 2021 was Wellington Management Group, an estimated $56.2M added.
- The largest UMB Financial seller in Q1 2021 was Northern Trust, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2021.