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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 %
FCA
251
FinTrust Capital Advisors
South Carolina
$10K – – –
TWA
252
TCI Wealth Advisors
Arizona
$10K +$345 +4 +4%
HCP
253
Hexagon Capital Partners
Arkansas
$9K +$7.28K +89 +424%
QC
254
Quent Capital
New York
$7K – – –
WFA
255
Wipfli Financial Advisors
Wisconsin
$7K +$7K +86 New
EI
256
Ellevest Inc
New York
$5K +$5K +57 New
JWA
257
JFS Wealth Advisors
Pennsylvania
$4K +$2.7K +29 +207%
PTC
258
Private Trust Company
Ohio
$3K – – –
SC
259
Schubert & Co
Texas
$3K +$1.07K +11 +55%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
IA
261
IFP Advisors
Florida
$2K – – –
BIA
262
Bell Investment Advisors
California
$2K – – –
CFGS
263
Concourse Financial Group Securities
Alabama
$2K +$696 +8 +53%
FMP
264
Financial Management Professionals
Texas
$1K – – –
JWM
265
Janiczek Wealth Management
Colorado
$1K – – –
DI
266
Disciplined Investments
Oklahoma
$1K – – –
SIC
267
SJS Investment Consulting
Ohio
$1K +$1K +8 New
CAL
268
Capital Advisors Ltd
Ohio
$1K +$1K +14 New
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$574 -$2.86K -32,114 -83%
SWA
270
Sutton Wealth Advisors
Florida
$421 +$421 +5 New
SSA
271
Schonfeld Strategic Advisors
New York
– -$33.6M -389,702 Closed
GC
272
Gillson Capital
Illinois
– -$8.96M -104,066 Closed
Assenagon Asset Management
273
Assenagon Asset Management
Luxembourg
– -$3.63M -42,152 Closed
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
– -$1.19M -13,777 Closed
E
275
Ergoteles
New York
– -$734K -8,523 Closed
8 9 10
11
12