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
$362M
2
BTW
Boston Trust Walden
Massachusetts
$79.9M
3
FWM
Frontier Wealth Management
Missouri
$13.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$75.7M
5
Brown Advisory
Brown Advisory
Maryland
$52.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$88.4M
3
Victory Capital Management
Victory Capital Management
Texas
$145M
4
UBS Group
UBS Group
Switzerland
$2.64M
5
UB
UMB Bank
Missouri
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$28.5M +$3.2M +32,945 +13%
Fisher Asset Management
27
Fisher Asset Management
Washington
$24.5M +$2.21M +22,714 +10%
EVM
28
Eaton Vance Management
Massachusetts
$23.1M -$6.62M -68,119 -22%
ProShare Advisors
29
ProShare Advisors
Maryland
$22.5M +$1.29M +13,310 +6%
Goldman Sachs
30
Goldman Sachs
New York
$22M +$5.28M +54,343 +32%
Invesco
31
Invesco
Georgia
$19.5M +$157K +1,619 +0.8%
Principal Financial Group
32
Principal Financial Group
Iowa
$18.5M -$2.14M -22,062 -10%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$18.2M +$1.01M +10,084 +6%
GC
34
Gillson Capital
Illinois
$16.3M -$527K -5,420 -3%
Man Group
35
Man Group
United Kingdom
$15.5M +$922K +9,493 +6%
Millennium Management
36
Millennium Management
New York
$15.4M -$22.7M -233,365 -60%
CIP
37
Chartwell Investment Partners
Pennsylvania
$14.4M -$3.66M -37,679 -20%
FWM
38
Frontier Wealth Management
Missouri
$13.6M +$8M +86,040 +143%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.5M -$185K -1,907 -1%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$12.7M +$505K +5,201 +4%
TAM
41
Third Avenue Management
New York
$12.5M -$50.2K -517 -0.4%
SEI Investments
42
SEI Investments
Pennsylvania
$11.4M +$1.26M +12,978 +12%
MOACM
43
Mutual of America Capital Management
New York
$11.3M -$171K -1,763 -1%
TCM
44
Tributary Capital Management
Nebraska
$11.1M +$676K +6,958 +6%
RA
45
Royce & Associates
New York
$11M -$2.12M -21,860 -16%
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.6M +$719K +7,400 +7%
Legal & General Group
47
Legal & General Group
United Kingdom
$10.2M -$23.9K -246 -0.2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$10.2M +$82.6K +850 +0.8%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$9.54M -$39.4K -406 -0.4%
First Trust Advisors
50
First Trust Advisors
Illinois
$9.5M -$1.4M -14,416 -13%
1
2
3 4 5