UMBF icon

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 %
Millennium Management
26
Millennium Management
New York
$25.8M +$11.3M +134,192 +78%
ProShare Advisors
27
ProShare Advisors
Maryland
$25.3M +$3.29M +38,988 +15%
Bank of America
28
Bank of America
North Carolina
$22.8M -$2.89M -34,230 -11%
AQR Capital Management
29
AQR Capital Management
Connecticut
$15.5M -$2.58M -30,640 -14%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$15.1M -$336K -3,983 -2%
Principal Financial Group
31
Principal Financial Group
Iowa
$14.3M +$149K +1,772 +1%
SEI Investments
32
SEI Investments
Pennsylvania
$14.2M -$658K -7,802 -4%
Morgan Stanley
33
Morgan Stanley
New York
$13.5M +$2.81M +33,322 +26%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$13.1M +$427K +5,061 +3%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$12.3M +$3.9M +46,326 +47%
Renaissance Technologies
36
Renaissance Technologies
New York
$12.2M +$2.49M +29,600 +26%
CIP
37
Chartwell Investment Partners
Pennsylvania
$12M -$202K -2,398 -2%
Invesco
38
Invesco
Georgia
$11.4M -$4.81M -57,113 -30%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$11.2M +$758K +8,998 +7%
Man Group
40
Man Group
United Kingdom
$11.2M +$11.2M +132,791 New
TAM
41
Third Avenue Management
New York
$10.9M – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$10.3M +$10.2M +121,083 +11,801%
MOACM
43
Mutual of America Capital Management
New York
$9.37M -$41.1K -488 -0.4%
TCM
44
Tributary Capital Management
Nebraska
$9.34M +$13.5K +160 +0.1%
RA
45
Royce & Associates
New York
$9.33M -$421 -5 -0%
Swiss National Bank
46
Swiss National Bank
Switzerland
$9.19M +$33.7K +400 +0.4%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$8.78M +$497K +5,897 +6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$8.53M -$23.4K -278 -0.3%
Legal & General Group
49
Legal & General Group
United Kingdom
$8.16M -$500K -5,933 -6%
First Trust Advisors
50
First Trust Advisors
Illinois
$7.73M +$813K +9,649 +12%
1
2
3 4 5