UMB Financial
UMBF
264 hedge funds and large institutions have $3.48B invested in UMB Financial in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 100 reducing their positions, and 32 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 100
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $3.6B → $3.48B (-$122M)
9% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 32
2.18% less ownership
Funds ownership: 88.36% → 86.19% (-2.2%)
3% less funds holding
Funds holding: 271 → 264 (-7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $443K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$22.9M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$13.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$10.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.71M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$7.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.7M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$26.4M |
| 3 |
Goldman Sachs
New York
|
-$12.2M |
| 4 |
JP Morgan Chase
New York
|
-$10.8M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$5.35M |
UMBF Hedge Fund Activity: Q4 2022 in Review
264 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2022, worth a combined $3.48B — down 3.4% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UMBF and 29 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 102 added.
The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Wellington Management Group, cutting an estimated $27.7M.
- 264 institutional investors held UMB Financial (UMBF) as of Q4 2022, down from 271 in Q3 2022.
- Funds reported $3.48B of UMB Financial stock for Q4 2022, down 3.4% quarter-over-quarter.
- 29 funds opened new UMB Financial positions in Q4 2022 and 32 closed out, a net change of -3 holders.
- The largest UMB Financial buyer in Q4 2022 was BlackRock, an estimated $22.9M added.
- The largest UMB Financial seller in Q4 2022 was Wellington Management Group, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2022.