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UMB Financial
UMBF

Overview Fund Activity

272 hedge funds and large institutions have $3.6B invested in UMB Financial in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
114
Reduced
86
Closed
16
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$512K

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$85.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M
3
Millennium Management
3
Millennium Management
New York
$25.8M
4
Man Group
4
Man Group
United Kingdom
$11.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.3M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
Northern Trust
2
Northern Trust
Illinois
$47.4M
3
GC
3
Gillson Capital
Illinois
$0
4
UB
4
UMB Bank
Missouri
$484M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$148K +$4.88K +58 +3%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$133K +$50.1K +595 +60%
Macquarie Group
228
Macquarie Group
Australia
$113K -$196K -853 -63%
PA
229
Parallel Advisors
California
$93K +$45.9K +546 +97%
PI
230
PEAK6 Investments
Illinois
$92K +$92K +1,094 New
MAM
231
Meeder Asset Management
Ohio
$68K -$1.1K -13 -2%
PMAM
232
Picton Mahoney Asset Management
Ontario, Canada
$64K -$21.8K -260 -25%
PI
233
PineBridge Investments
New York
$50K +$5.33K +63 +12%
MWC
234
MBM Wealth Consultants
Missouri
$45K -$1.87M -21,416 -98%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$38K +$34.8K +411 +1,082%
BC
236
Bartlett & Co
Ohio
$38K +$34.8K +411 +1,082%
S
237
SignatureFD
Georgia
$34K -$335 -4 -1%
QCG
238
Quadrant Capital Group
Ohio
$31K +$10.4K +124 +50%
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$26K -$1.57K -19 -6%
Nomura Asset Management
240
Nomura Asset Management
Japan
$25.3K – – –
Lazard Asset Management
241
Lazard Asset Management
New York
$25K – – –
GWM
242
Geneos Wealth Management
Colorado
$21K – – –
FHA
243
First Horizon Advisors
Tennessee
$19K -$3.77K -47 -17%
HFM
244
Harvest Fund Management
China
$17K – – –
APA
245
American Portfolios Advisors
New York
$15.9K +$15.9K +188 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$11K -$8.59K -100 -44%
LC
247
Lindbrook Capital
California
$11K -$169 -2 -2%
C
248
Covestor
United Kingdom
$11K -$171 -2 -2%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$11K +$84 +1 +0.8%
WWP
250
WR Wealth Planners
Missouri
$10K – – –
8 9
10
11 12