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UMB Financial

240 hedge funds and large institutions have $3.96B invested in UMB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
67
Reduced
111
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
226
Delta Asset Management
Tennessee
$3K -$2K -20 -40%
IA
227
IFP Advisors
Florida
$3K
TWA
228
TCI Wealth Advisors
Arizona
$2K -$2.92K -35 -59%
CFGS
229
Concourse Financial Group Securities
Alabama
$2K -$444 -4 -18%
CFA
230
Carroll Financial Associates
North Carolina
$2K
DA
231
Denali Advisors
California
$2K
JWM
232
Janiczek Wealth Management
Colorado
$2K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +19 New
BCA
234
Berman Capital Advisors
Georgia
$2K +$2K +21 New
BIA
235
Bell Investment Advisors
California
$2K +$2K +22 New
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$1.71K
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
FMP
238
Financial Management Professionals
Texas
$1K +$1K +7 New
MCM
239
Manchester Capital Management
Vermont
$1K +$1K +15 New
HIM
240
Hillsdale Investment Management
Ontario, Canada
-$1.12M -12,000 Closed
SIM
241
SummerHaven Investment Management
Connecticut
-$859K -9,234 Closed
KFA
242
Krane Funds Advisors
New York
-$858K -9,225 Closed
PAMP
243
Polar Asset Management Partners
Ontario, Canada
-$601K -6,460 Closed
EMG
244
ETF Managers Group
New Jersey
-$541K -5,822 Closed
Mitsubishi UFJ Trust & Banking
245
Mitsubishi UFJ Trust & Banking
Japan
-$379K -4,074 Closed
IHL
246
Investment House LLC
California
-$378K -4,072 Closed
APP
247
Alpha Paradigm Partners
Illinois
-$375K -4,026 Closed
OAM
248
Origin Asset Management
United Kingdom
-$320K -3,435 Closed
Walleye Trading
249
Walleye Trading
New York
-$247K -2,652 Closed
PAM
250
Panagora Asset Management
Massachusetts
-$231K -2,482 Closed