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 %
Macquarie Group
251
Macquarie Group
Australia
$131 – – –
HF
252
HRT Financial
New York
– -$5.88M -55,448 Closed
RBA
253
Richard Bernstein Advisors
New York
– -$5.22M -49,158 Closed
MFS
254
Mirabella Financial Services
United Kingdom
– -$5.06M -47,710 Closed
Allianz Asset Management
255
Allianz Asset Management
Germany
– -$4.8M -45,189 Closed
MS
256
Maven Securities
Jersey
– -$3.1M -29,175 Closed
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
– -$3.07M -28,900 Closed
Canada Pension Plan Investment Board
258
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.33M -22,000 Closed
Balyasny Asset Management
259
Balyasny Asset Management
Illinois
– -$2M -18,843 Closed
Walleye Capital
260
Walleye Capital
New York
– -$1.6M -15,027 Closed
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
– -$1.01M -9,472 Closed
AIL
262
AGF Investments LLC
Ontario, Canada
– -$819K -7,722 Closed
Pacer Advisors
263
Pacer Advisors
Pennsylvania
– -$617K -5,818 Closed
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
– -$585K -5,509 Closed
Truist Financial
265
Truist Financial
North Carolina
– -$474K -4,463 Closed
AA
266
ALPS Advisors
Colorado
– -$443K -4,176 Closed
AII
267
AGF Investments Inc
Ontario, Canada
– -$357K -3,366 Closed
CCM
268
CTC Capital Management
Illinois
– -$340K -3,200 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
269
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$241K -2,274 Closed
APP
270
Alpha Paradigm Partners
Illinois
– -$227K -2,142 Closed
FLC
271
Fifth Lane Capital
Texas
– -$217K -2,044 Closed
CIM
272
CIM Investment Management
Pennsylvania
– -$210K -1,976 Closed
EIG
273
Ellenbecker Investment Group
Wisconsin
– -$208K -1,965 Closed
UFF
274
USA Financial Formulas
Michigan
– -$90K -845 Closed
Lazard Asset Management
275
Lazard Asset Management
New York
– -$54K -515 Closed
8 9 10
11
12