UMBF icon

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 %
HCP
251
Hexagon Capital Partners
Arkansas
$2K +$2K +21 New
BIA
252
Bell Investment Advisors
California
$2K +$2K +22 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$1K -$1.57K -22 -61%
CFGS
254
Concourse Financial Group Securities
Alabama
$1K -$133 -2 -12%
DI
255
Disciplined Investments
Oklahoma
$1K -$111 -1 -10%
FMP
256
Financial Management Professionals
Texas
$1K – – –
FPS
257
Fieldpoint Private Securities
Connecticut
$1K +$1K +7 New
SFG
258
Steward Financial Group
Texas
$1K +$1K +12 New
AWA
259
Aaron Wealth Advisors
Illinois
– -$1.07M -104,162 Closed
MF
260
Magnetar Financial
Illinois
– -$2.12M -21,850 Closed
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
– -$1.89M -19,455 Closed
TI
262
Trexquant Investment
Connecticut
– -$811K -8,348 Closed
JG
263
Jefferies Group
New York
– -$607K -6,250 Closed
Two Sigma Advisers
264
Two Sigma Advisers
New York
– -$408K -4,200 Closed
NC
265
NinePointTwo Capital
California
– -$385K -3,972 Closed
QT
266
Quantamental Technologies
New York
– -$295K -3,032 Closed
SM
267
Sciencast Management
New Jersey
– -$249K -2,600 Closed
RFC
268
Regions Financial Corp
Alabama
– -$249K -2,559 Closed
DA
269
Duality Advisers
Florida
– -$232K -2,388 Closed
PHK
270
Point72 Hong Kong
Hong Kong
– -$216K -2,218 Closed
Amundi
271
Amundi
France
– -$208K -2,205 Closed
OMC
272
Old Mission Capital
Illinois
– -$210K -2,158 Closed
MCC
273
Money Concepts Capital
Florida
– -$148K -1,520 Closed
PI
274
Parkside Investments
Illinois
– -$73K -758 Closed
CCM
275
Covington Capital Management
California
– -$4K -44 Closed
8 9 10
11
12