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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$41.5M
2
State Street
State Street
Massachusetts
$200M
3
SSA
Schonfeld Strategic Advisors
New York
$32.5M
4
American Century Companies
American Century Companies
Missouri
$138M
5
ProShare Advisors
ProShare Advisors
Maryland
$30.5M

Top Sellers

1
BlackRock
BlackRock
New York
$478M
2
UB
UMB Bank
Missouri
$458M
3
CIP
Champlain Investment Partners
Vermont
$128M
4
Wells Fargo
Wells Fargo
California
$176M
5
Citadel Advisors
Citadel Advisors
Florida
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$9.12M -$1.68M -18,002 -16%
SEI Investments
52
SEI Investments
Pennsylvania
$7.66M +$1.67M +17,993 +28%
RJA
53
Raymond James & Associates
Florida
$7.31M +$340K +3,653 +5%
PPA
54
Parametric Portfolio Associates
Washington
$7.09M +$59.1K +635 +0.8%
Barclays
55
Barclays
United Kingdom
$7.01M +$1.94M +20,819 +38%
CAM
56
Congress Asset Management
Massachusetts
$6.95M +$1.06M +11,428 +18%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.57M -$91.8K -986 -1%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$6.51M +$4.65M +50,000 +250%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$6.36M – – –
First Trust Advisors
60
First Trust Advisors
Illinois
$6.13M +$1.17M +12,608 +24%
GC
61
Gillson Capital
Illinois
$6.06M +$6.06M +65,103 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$5.62M -$504K -5,415 -8%
FWM
63
Frontier Wealth Management
Missouri
$5.58M +$4.15M +44,576 +290%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$5.27M +$3.91K +42 +0.1%
UBS AM
65
UBS AM
Illinois
$5.2M +$276K +2,963 +6%
GC
66
Guggenheim Capital
Illinois
$4.36M -$1.88M -20,183 -30%
RBA
67
Richard Bernstein Advisors
New York
$4.33M – – –
Morgan Stanley
68
Morgan Stanley
New York
$4M +$1.43M +15,341 +55%
FCI
69
Financial Counselors Inc
Kansas
$3.76M -$150K -1,616 -4%
CS
70
Credit Suisse
Switzerland
$3.73M -$481K -5,166 -11%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$3.53M -$134K -1,444 -4%
MIM
72
MetLife Investment Management
New Jersey
$3.53M -$62.8K -675 -2%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$3.52M – – –
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$3.43M -$495K -5,315 -13%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.23M -$45.6K -491 -1%
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