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 46 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 49 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 73
1.32% more ownership
Funds ownership: 86.19% → 87.51% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 49
8% less call options, than puts
Call options by funds: $3.41M | Put options by funds: $3.69M
2% less funds holding
Funds holding: 264 → 259 (-5)
29% less capital invested
Capital invested by funds: $3.48B → $2.46B (-$1.02B)
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 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$103M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$31M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$22.4M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$21.9M |
UMBF Hedge Fund Activity: Q1 2023 in Review
259 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2023, worth a combined $2.46B — down 29% from $3.48B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of UMBF and 46 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 108 added.
The largest buyer was Wellington Management Group, adding an estimated $43M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $103M sold.
- 259 institutional investors held UMB Financial (UMBF) as of Q1 2023, down from 264 in Q4 2022.
- Funds reported $2.46B of UMB Financial stock for Q1 2023, down 29% quarter-over-quarter.
- 46 funds opened new UMB Financial positions in Q1 2023 and 49 closed out, a net change of -3 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 Champlain Investment Partners, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2023.