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UMB Financial
UMBF

Overview Fund Activity

260 hedge funds and large institutions have $3.7B invested in UMB Financial in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
91
Closed
22
Calls
$413K
Puts
$112K
Net Calls
+$301K
Net Calls Change
-$156K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$145M
2
Goldman Sachs
2
Goldman Sachs
New York
$39.8M
3
BlackRock
3
BlackRock
New York
$461M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.96M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$30.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$1.86M
2
Man Group
2
Man Group
United Kingdom
$13.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$24K +$24K +284 New
GWM
227
Geneos Wealth Management
Colorado
$21K – – –
QCG
228
Quadrant Capital Group
Ohio
$21K +$15.5K +182 +284%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$20K +$8.51K +97 +74%
HFM
230
Harvest Fund Management
China
$17K – – –
PCG
231
Private Capital Group
Connecticut
$16K – – –
C
232
Covestor
United Kingdom
$11K -$5.71K -68 -34%
LC
233
Lindbrook Capital
California
$11K +$250 +3 +2%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$11K +$3.55K +42 +48%
WWP
235
WR Wealth Planners
Missouri
$10.2K – – –
FCA
236
FinTrust Capital Advisors
South Carolina
$10K – – –
TWA
237
TCI Wealth Advisors
Arizona
$10K +$7.86K +88 +367%
CWP
238
Concord Wealth Partners
Virginia
$9K +$262 +3 +3%
ACM
239
Aquatic Capital Management
Illinois
$9K +$9K +100 New
QC
240
Quent Capital
New York
$7K – – –
PTC
241
Private Trust Company
Ohio
$4K +$4K +41 New
VVP
242
Venture Visionary Partners
Ohio
$3.87K +$3.87K +45 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$3.44K +$2.94K +32,960 +588%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$3.29K +$3.29K +38 New
BC
245
Bartlett & Co
Ohio
$3K +$3K +38 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
NIC
247
Northwest Investment Counselors
Oregon
$2K – – –
JWM
248
Janiczek Wealth Management
Colorado
$2K – – –
IA
249
IFP Advisors
Florida
$2K – – –
SC
250
Schubert & Co
Texas
$2K +$1.3K +13 +186%
8 9
10
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