We are live on ! Find out more
UMBF icon

UMB Financial

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

269% more call options, than puts

Call options by funds: $413K | Put options by funds: $112K

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

3% more funds holding

Funds holding: 253260 (+7)

0.28% more ownership

Funds ownership: 88.19%88.47% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 91

11% less capital invested

Capital invested by funds: $4.14B → $3.7B (-$444M)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.38%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$30.2M +$8.99M +99,155 +39%
Bank of America
27
Bank of America
North Carolina
$26.3M -$5.33M -58,846 -16%
ProShare Advisors
28
ProShare Advisors
Maryland
$22.4M +$2.63M +28,987 +13%
AQR Capital Management
29
AQR Capital Management
Connecticut
$18.2M -$7.15M -78,856 -27%
Invesco
30
Invesco
Georgia
$16.6M -$699K -7,716 -4%
N
31
Nuveen
North Carolina
$15.7M +$122K +1,344 +0.7%
SEI Investments
32
SEI Investments
Pennsylvania
$15.2M +$5.38M +59,393 +51%
Millennium Management
33
Millennium Management
New York
$14.8M +$1.15M +12,650 +8%
Principal Financial Group
34
Principal Financial Group
Iowa
$14.4M -$2.12M -23,360 -12%
Man Group
35
Man Group
United Kingdom
$13.4M -$14.4M -159,163 Closed
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$13M +$1.05M +11,537 +8%
FWM
37
Frontier Wealth Management
Missouri
$12.6M -$15.7K -173 -0.1%
CIP
38
Chartwell Investment Partners
Pennsylvania
$12.4M -$382K -4,217 -3%
TAM
39
Third Avenue Management
New York
$11.1M
Morgan Stanley
40
Morgan Stanley
New York
$10.9M +$3.8M +41,890 +49%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$10.7M -$588K -6,490 -5%
Renaissance Technologies
42
Renaissance Technologies
New York
$9.96M +$10.5M +115,700 New
MOACM
43
Mutual of America Capital Management
New York
$9.61M -$425K -4,689 -4%
RA
44
Royce & Associates
New York
$9.53M -$198K -2,189 -2%
TCM
45
Tributary Capital Management
Nebraska
$9.53M -$334K -3,679 -3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$9.35M
GC
47
Gillson Capital
Illinois
$8.96M -$5.76M -63,555 -38%
Legal & General Group
48
Legal & General Group
United Kingdom
$8.85M -$209K -2,306 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$8.74M -$300K -3,313 -3%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$8.56M +$693K +7,648 +8%

UMBF Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2022, worth a combined $3.7B — down 11% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UMBF positions and 22 closed out — a net gain of 13 holders — while 90 added to existing stakes and 91 trimmed.

The largest buyer was American Century Companies, adding an estimated $34.3M. The largest seller was Eaton Vance Management, cutting an estimated $19.6M.

  • 260 institutional investors held UMB Financial (UMBF) as of Q2 2022, up from 253 in Q1 2022.
  • Funds reported $3.7B of UMB Financial stock for Q2 2022, down 11% quarter-over-quarter.
  • 35 funds opened new UMB Financial positions in Q2 2022 and 22 closed out, a net change of +13 holders.
  • The largest UMB Financial buyer in Q2 2022 was American Century Companies, an estimated $34.3M added.
  • The largest UMB Financial seller in Q2 2022 was Eaton Vance Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2022.