UMB Financial
UMBF
259 hedge funds and large institutions have $2.46B invested in UMB Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 73 reducing their positions, and 49 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 73
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.99% less ownership
Funds ownership: 88.5% → 87.51% (-0.99%)
8% less call options, than puts
Call options by funds: $3.41M | Put options by funds: $3.69M
8% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 49
2% less funds holding
Funds holding: 265 → 259 (-6)
33% less capital invested
Capital invested by funds: $3.65B → $2.46B (-$1.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$43M |
| 2 |
State Street
Boston,
Massachusetts
|
+$39.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$11.6M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$9.56M |
| 5 |
Millennium Management
New York
|
+$8.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$175M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$103M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$31M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$22.4M |
UMBF Hedge Fund Activity: Q1 2023 in Review
259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2023, worth a combined $2.46B — down 33% from $3.65B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of UMBF and 45 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 109 added.
The largest buyer was Wellington Management Group, adding an estimated $43M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $175M sold.
- 259 institutional investors held UMB Financial (UMBF) as of Q1 2023, down from 265 in Q4 2022.
- Funds reported $2.46B of UMB Financial stock for Q1 2023, down 33% quarter-over-quarter.
- 45 funds opened new UMB Financial positions in Q1 2023 and 49 closed out, a net change of -4 holders.
- The largest UMB Financial buyer in Q1 2023 was Wellington Management Group, an estimated $43M added.
- The largest UMB Financial seller in Q1 2023 was Arete Wealth Advisors, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2023.