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UMB Financial
UMBF

Overview Fund Activity

256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+16
Holders Change %
+6.67%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
33
Increased
92
Reduced
87
Closed
15
Calls
$318K
Puts
$1.04M
Net Calls
-$722K
Net Calls Change
-$722K

Top Buyers

1
UB
UMB Bank
Missouri
$632M
2
Millennium Management
Millennium Management
New York
$41.6M
3
State Street
State Street
Massachusetts
$218M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.52M
2
Brown Advisory
Brown Advisory
Maryland
$49.8M
3
American Century Companies
American Century Companies
Missouri
$137M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$31K – – –
GWM
227
Geneos Wealth Management
Colorado
$26K – – –
FAG
228
Fortitude Advisory Group
Washington
$26K +$26K +245 New
HFM
229
Harvest Fund Management
China
$21K +$21K +197 New
PCG
230
Private Capital Group
Connecticut
$20K – – –
FCA
231
FinTrust Capital Advisors
South Carolina
$19K – – –
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
LC
233
Lindbrook Capital
California
$13K – – –
CWP
234
Concord Wealth Partners
Virginia
$11K +$11K +100 New
QC
235
Quent Capital
New York
$9K +$9K +82 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$8K -$14.9K -134 -65%
C
237
Covestor
United Kingdom
$8K +$8K +79 New
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.32K -$104 -984 -1%
QCG
239
Quadrant Capital Group
Ohio
$7K -$1.09K -10 -14%
MCM
240
Manchester Capital Management
Vermont
$5K +$3.47K +34 +227%
IA
241
IFP Advisors
Florida
$3K – – –
TWA
242
TCI Wealth Advisors
Arizona
$3K – – –
DWA
243
Delos Wealth Advisors
Texas
$3K +$3K +24 New
JWM
244
Janiczek Wealth Management
Colorado
$2K – – –
CFA
245
Carroll Financial Associates
North Carolina
$2K – – –
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
BIA
247
Bell Investment Advisors
California
$2K – – –
CFGS
248
Concourse Financial Group Securities
Alabama
$2K +$105 +1 +6%
JWA
249
JFS Wealth Advisors
Pennsylvania
$2K +$2K +15 New
VRS
250
Virginia Retirement Systems
Virginia
$1.03K +$85 +800 +9%
7 8 9
10
11