UMB Financial
UMBF
271 hedge funds and large institutions have $3.6B invested in UMB Financial in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 86 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
31% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 86
4% more funds holding
Funds holding: 260 → 271 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.1% less ownership
Funds ownership: 88.47% → 88.36% (-0.1%)
3% less capital invested
Capital invested by funds: $3.7B → $3.6B (-$100M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$16.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.8M |
| 3 |
Millennium Management
New York
|
+$12.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$12M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$33.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$19.4M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$8.96M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$6.86M |
| 5 |
JP Morgan Chase
New York
|
-$6.21M |
UMBF Hedge Fund Activity: Q3 2022 in Review
271 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2022, worth a combined $3.6B — down 2.7% from $3.7B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UMBF positions and 17 closed out — a net gain of 16 holders — while 113 added to existing stakes and 86 trimmed.
The largest buyer was Boston Trust Walden, adding an estimated $16.4M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $33.6M sold.
- 271 institutional investors held UMB Financial (UMBF) as of Q3 2022, up from 260 in Q2 2022.
- Funds reported $3.6B of UMB Financial stock for Q3 2022, down 2.7% quarter-over-quarter.
- 33 funds opened new UMB Financial positions in Q3 2022 and 17 closed out, a net change of +16 holders.
- The largest UMB Financial buyer in Q3 2022 was Boston Trust Walden, an estimated $16.4M added.
- The largest UMB Financial seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2022.