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UMB Financial
UMBF

Overview Fund Activity

256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+16
Holders Change %
+6.67%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
33
Increased
92
Reduced
87
Closed
15
Calls
$318K
Puts
$1.04M
Net Calls
-$722K
Net Calls Change
-$722K

Top Buyers

1
UB
UMB Bank
Missouri
$632M
2
Millennium Management
Millennium Management
New York
$41.6M
3
State Street
State Street
Massachusetts
$218M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.52M
2
Brown Advisory
Brown Advisory
Maryland
$49.8M
3
American Century Companies
American Century Companies
Missouri
$137M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$11M +$93K +876 +0.8%
AllianceBernstein
52
AllianceBernstein
Tennessee
$11M -$180K -1,701 -2%
Swiss National Bank
53
Swiss National Bank
Switzerland
$10.7M -$21.2K -200 -0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$10.5M +$23.3K +220 +0.2%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$10.2M -$47.1K -444 -0.5%
AIG
56
American International Group
New York
$10.1M -$212K -2,001 -2%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$10.1M -$361K -3,402 -3%
Wells Fargo
58
Wells Fargo
California
$8.52M -$190M -1,789,679 -96%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$8.4M +$484K +4,562 +6%
Deutsche Bank
60
Deutsche Bank
Germany
$8.3M +$119K +1,123 +1%
EAM
61
Eagle Asset Management
Florida
$8.16M -$349K -3,282 -4%
CAM
62
Congress Asset Management
Massachusetts
$7.71M +$2.44K +23 +0%
Morgan Stanley
63
Morgan Stanley
New York
$7.15M +$826K +7,788 +13%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$7.02M +$265K +2,500 +4%
PPA
65
Parametric Portfolio Associates
Washington
$6.73M -$397K -3,741 -6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$6.65M +$154K +1,453 +2%
JG
67
Jefferies Group
New York
$6.63M +$6.37M +59,985 +2,385%
FWM
68
Frontier Wealth Management
Missouri
$6.36M – – –
Citadel Advisors
69
Citadel Advisors
Florida
$6.21M -$6.45M -60,748 -51%
PI
70
Putnam Investments
Massachusetts
$6.11M +$6.11M +57,619 New
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$5.98M +$68.2K +643 +1%
HF
72
HRT Financial
New York
$5.88M -$8.72M -82,227 -60%
UBS AM
73
UBS AM
Illinois
$5.86M -$67.2K -633 -1%
Squarepoint
74
Squarepoint
New York
$5.58M +$5.26M +49,618 +1,676%
RBA
75
Richard Bernstein Advisors
New York
$5.22M – – –
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