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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 %
Fisher Asset Management
26
Fisher Asset Management
Washington
$30.2M +$8.54M +99,155 +39%
Bank of America
27
Bank of America
North Carolina
$26.3M -$5.07M -58,846 -16%
ProShare Advisors
28
ProShare Advisors
Maryland
$22.4M +$2.5M +28,987 +13%
AQR Capital Management
29
AQR Capital Management
Connecticut
$18.2M -$6.68M -78,856 -27%
Invesco
30
Invesco
Georgia
$16.6M -$664K -7,716 -4%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$15.7M +$116K +1,344 +0.7%
SEI Investments
32
SEI Investments
Pennsylvania
$15.2M +$5.11M +59,393 +51%
Millennium Management
33
Millennium Management
New York
$14.8M +$1.09M +12,650 +8%
Principal Financial Group
34
Principal Financial Group
Iowa
$14.4M -$2.01M -23,360 -12%
Man Group
35
Man Group
United Kingdom
$13.4M -$15.5M -159,163 Closed
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$13M +$993K +11,537 +8%
FWM
37
Frontier Wealth Management
Missouri
$12.6M -$14.9K -173 -0.1%
CIP
38
Chartwell Investment Partners
Pennsylvania
$12.4M -$363K -4,217 -3%
TAM
39
Third Avenue Management
New York
$11.1M – – –
Morgan Stanley
40
Morgan Stanley
New York
$10.9M +$3.61M +41,890 +49%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$10.7M -$559K -6,490 -5%
Renaissance Technologies
42
Renaissance Technologies
New York
$9.96M +$9.96M +115,700 New
MOACM
43
Mutual of America Capital Management
New York
$9.61M -$404K -4,689 -4%
RA
44
Royce & Associates
New York
$9.53M -$188K -2,189 -2%
TCM
45
Tributary Capital Management
Nebraska
$9.53M -$317K -3,679 -3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$9.35M – – –
GC
47
Gillson Capital
Illinois
$8.96M -$5.47M -63,555 -38%
Legal & General Group
48
Legal & General Group
United Kingdom
$8.85M -$199K -2,306 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$8.74M -$285K -3,313 -3%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$8.56M +$659K +7,648 +8%
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