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UMB Financial
UMBF

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

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 86

5% more funds holding

Funds holding: 260 → 272 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 88.47% → 88.39% (-0.07%)

3% less capital invested

Capital invested by funds: $3.7B → $3.6B (-$96.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $211K

Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.69%
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

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$16.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M
3
Millennium Management
Millennium Management
New York
+$12.1M
4
Man Group
Man Group
United Kingdom
+$12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$33.6M
2
Northern Trust
Northern Trust
Illinois
-$19.4M
3
GC
Gillson Capital
Illinois
-$8.96M
4
UB
UMB Bank
Missouri
-$6.86M
5
JP Morgan Chase
JP Morgan Chase
New York
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
226
Heritage Wealth Management (Arizona)
Arizona
$148K +$5.25K +58 +3%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$133K +$53.8K +595 +60%
Macquarie Group
228
Macquarie Group
Australia
$113K -$77.2K -853 -63%
PA
229
Parallel Advisors
California
$93K +$49.4K +546 +97%
PI
230
PEAK6 Investments
Illinois
$92K +$99K +1,094 New
MAM
231
Meeder Asset Management
Ohio
$68K -$1.18K -13 -2%
PMAM
232
Picton Mahoney Asset Management
Ontario, Canada
$64K -$23.5K -260 -25%
PI
233
PineBridge Investments
New York
$50K +$5.7K +63 +12%
MWC
234
MBM Wealth Consultants
Missouri
$45K -$1.94M -21,416 -98%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$38K +$37.2K +411 +1,082%
BC
236
Bartlett & Co
Ohio
$38K +$37.2K +411 +1,082%
S
237
SignatureFD
Georgia
$34K -$362 -4 -1%
QCG
238
Quadrant Capital Group
Ohio
$31K +$11.2K +124 +50%
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$26K -$1.72K -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 -$4.25K -47 -17%
HFM
244
Harvest Fund Management
China
$17K – – –
APA
245
American Portfolios Advisors
New York
$15.9K +$17K +188 New
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$11K -$9.05K -100 -44%
C
247
Covestor
United Kingdom
$11K -$181 -2 -2%
LC
248
Lindbrook Capital
California
$11K -$181 -2 -2%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$11K +$90 +1 +0.8%
WWP
250
WR Wealth Planners
Missouri
$10K – – –
8 9
10
11 12

UMBF Hedge Fund Activity: Q3 2022 in Review

272 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2022, worth a combined $3.6B — down 2.6% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UMBF positions and 16 closed out — a net gain of 17 holders — while 114 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $16.4M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $33.6M sold.

  • 272 institutional investors held UMB Financial (UMBF) as of Q3 2022, up from 260 in Q2 2022.
  • Funds reported $3.6B of UMB Financial stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 33 funds opened new UMB Financial positions in Q3 2022 and 16 closed out, a net change of +17 holders.
  • The largest UMB Financial buyer in Q3 2022 was Boston Trust Walden, an estimated $16.4M added.
  • The largest UMB Financial seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2022.