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UMB Financial

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1% more funds holding

Funds holding: 232235 (+3)

2% more capital invested

Capital invested by funds: $3.78B → $3.85B (+$71.5M)

0.8% more ownership

Funds ownership: 85.05%85.85% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$478M -$16.3M -172,047 -3%
UB
2
UMB Bank
Missouri
$458M -$10.2M -107,326 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$424M +$8.05M +84,697 +2%
State Street
4
State Street
Massachusetts
$200M +$22.6M +238,248 +13%
Wells Fargo
5
Wells Fargo
California
$176M -$6.26M -65,849 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$156M -$649K -6,836 -0.4%
American Century Companies
7
American Century Companies
Missouri
$138M +$9.25M +97,400 +7%
CIP
8
Champlain Investment Partners
Vermont
$128M -$9.3M -97,925 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$103M -$2.44M -25,711 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$87.9M +$4.89M +51,520 +6%
Northern Trust
11
Northern Trust
Illinois
$81.8M -$1.15M -12,130 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$81.1M +$1.43M +15,075 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$80.9M -$1.58M -16,639 -2%
Brown Advisory
14
Brown Advisory
Maryland
$77.5M -$975K -10,264 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$76.7M +$3.26M +34,298 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$68M -$1.02M -10,701 -1%
Ameriprise
17
Ameriprise
Minnesota
$61.2M -$2.48M -26,138 -4%
BTW
18
Boston Trust Walden
Massachusetts
$56.6M +$1.03M +10,808 +2%
NI
19
Nuance Investments
Missouri
$43M +$1.42M +14,973 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$41.5M +$32.1M +338,254 +313%
Norges Bank
21
Norges Bank
Norway
$39.5M -$2.42M -25,446 -6%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$38.2M +$106K +1,113 +0.3%
Charles Schwab
23
Charles Schwab
California
$38.1M +$438K +4,606 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$33.8M -$3.58M -37,663 -9%
SSA
25
Schonfeld Strategic Advisors
New York
$32.5M +$22.7M +238,840 +216%

UMBF Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2021, worth a combined $3.85B — up 1.9% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMBF positions and 17 closed out — a net gain of 4 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $16.3M.

  • 235 institutional investors held UMB Financial (UMBF) as of Q2 2021, up from 232 in Q1 2021.
  • Funds reported $3.85B of UMB Financial stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 21 funds opened new UMB Financial positions in Q2 2021 and 17 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q2 2021 was Deutsche Bank, an estimated $32.1M added.
  • The largest UMB Financial seller in Q2 2021 was BlackRock, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2021.