UMBF icon

UMB Financial
UMBF

Overview Fund Activity

253 hedge funds and large institutions have $4.14B invested in UMB Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
81
Reduced
102
Closed
29
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$1.18M

Top Buyers

1
State Street
State Street
Massachusetts
+$162M
2
BTW
Boston Trust Walden
Massachusetts
+$20.5M
3
FWM
Frontier Wealth Management
Missouri
+$8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.88M
5
Brown Advisory
Brown Advisory
Maryland
+$7.18M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
4
UBS Group
UBS Group
Switzerland
-$14.9M
5
UB
UMB Bank
Missouri
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
226
Private Capital Group
Connecticut
$18K – – –
LC
227
Lindbrook Capital
California
$13K +$705 +7 +6%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$12K +$275 +3 +2%
WWP
229
WR Wealth Planners
Missouri
$11.6K +$11.6K +119 New
PI
230
PineBridge Investments
New York
$10K -$130K -1,300 -93%
FCA
231
FinTrust Capital Advisors
South Carolina
$10K -$6.61K -72 -40%
CWP
232
Concord Wealth Partners
Virginia
$10K – – –
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$9K +$1.64K +16 +22%
QC
234
Quent Capital
New York
$8K – – –
QCG
235
Quadrant Capital Group
Ohio
$6K – – –
CCM
236
Covington Capital Management
California
$4K +$4K +44 New
MCM
237
Manchester Capital Management
Vermont
$3K -$1.59K -17 -35%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$3K +$808 +7 +37%
JWA
239
JFS Wealth Advisors
Pennsylvania
$3K +$1.75K +21 +140%
CFGS
240
Concourse Financial Group Securities
Alabama
$2K -$235 -2 -11%
IA
241
IFP Advisors
Florida
$2K – – –
TWA
242
TCI Wealth Advisors
Arizona
$2K – – –
JWM
243
Janiczek Wealth Management
Colorado
$2K – – –
NIC
244
Northwest Investment Counselors
Oregon
$2K +$2K +18 New
CI
245
Cordant Inc
Oregon
$2K +$2K +21 New
SC
246
Schubert & Co
Texas
$1K -$143 -1 -13%
FMP
247
Financial Management Professionals
Texas
$1K – – –
DI
248
Disciplined Investments
Oklahoma
$1K +$1K +10 New
LAS
249
Lloyd Advisory Services
Georgia
$1K +$1K +15 New
SWA
250
Sutton Wealth Advisors
Florida
$291 -$194 -2 -40%
8 9
10
11 12