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UMB Financial
UMBF

Overview Fund Activity

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
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.1%
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
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$41.5M
2
State Street
State Street
Massachusetts
$200M
3
SSA
Schonfeld Strategic Advisors
New York
$32.5M
4
American Century Companies
American Century Companies
Missouri
$138M
5
ProShare Advisors
ProShare Advisors
Maryland
$30.5M

Top Sellers

1
BlackRock
BlackRock
New York
$478M
2
UB
UMB Bank
Missouri
$458M
3
CIP
Champlain Investment Partners
Vermont
$128M
4
Wells Fargo
Wells Fargo
California
$176M
5
Citadel Advisors
Citadel Advisors
Florida
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Carroll Financial Associates
North Carolina
$2K – – –
JWM
227
Janiczek Wealth Management
Colorado
$2K – – –
IA
228
IFP Advisors
Florida
$2K – – –
SFO
229
Standard Family Office
South Dakota
$2K – – –
CFGS
230
Concourse Financial Group Securities
Alabama
$2K +$273 +3 +16%
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$1.65K – – –
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +8 New
Walleye Capital
233
Walleye Capital
New York
$740 +$740 +7,955 New
MI
234
M3F Inc
Utah
– -$3.25M -35,228 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
235
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.13M -33,881 Closed
HA
236
Heartland Advisors
Wisconsin
– -$2.31M -25,000 Closed
MSL
237
Mackay Shields LLC
New York
– -$2.14M -23,200 Closed
JG
238
Jefferies Group
New York
– -$1.93M -20,922 Closed
Canada Life
239
Canada Life
Manitoba, Canada
– -$1.56M -16,898 Closed
AIL
240
AGF Investments LLC
Ontario, Canada
– -$682K -7,382 Closed
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
– -$545K -5,901 Closed
CWM
242
CIBC World Markets
New York
– -$430K -4,656 Closed
CC
243
Centiva Capital
New York
– -$309K -3,350 Closed
FF
244
FourThought Financial
Florida
– -$285K -3,094 Closed
EGM
245
Engineers Gate Manager
New York
– -$269K -2,910 Closed
EIG
246
Ellenbecker Investment Group
Wisconsin
– -$203K -2,197 Closed
AII
247
AGF Investments Inc
Ontario, Canada
– -$189K -2,046 Closed
WAP
248
Wealthcare Advisory Partners
Pennsylvania
– -$28K -300 Closed
SFS
249
Sowell Financial Services
Arkansas
– -$7K -68 Closed
MWP
250
Meridian Wealth Partners
Pennsylvania
– -$3K -32 Closed
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