UMBF icon

UMB Financial
UMBF

Overview Fund Activity

253 hedge funds and large institutions have $4.14B invested in UMB Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
81
Reduced
102
Closed
29
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$1.18M

Top Buyers

1
State Street
State Street
Massachusetts
$362M
2
BTW
Boston Trust Walden
Massachusetts
$79.9M
3
FWM
Frontier Wealth Management
Missouri
$13.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$75.7M
5
Brown Advisory
Brown Advisory
Maryland
$52.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$88.4M
3
Victory Capital Management
Victory Capital Management
Texas
$145M
4
UBS Group
UBS Group
Switzerland
$2.64M
5
UB
UMB Bank
Missouri
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$9.26M -$82K -844 -0.9%
AIG
52
American International Group
New York
$9.16M -$125K -1,285 -1%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$8.91M -$359K -3,690 -4%
Morgan Stanley
54
Morgan Stanley
New York
$8.23M +$1.69M +17,351 +26%
Barclays
55
Barclays
United Kingdom
$7.53M -$3.58M -36,808 -32%
CAM
56
Congress Asset Management
Massachusetts
$7.44M +$373K +3,842 +5%
Deutsche Bank
57
Deutsche Bank
Germany
$7.36M -$242K -2,486 -3%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$7.29M -$398K -4,100 -5%
EAM
59
Eagle Asset Management
Florida
$7.09M -$363K -3,741 -5%
Wells Fargo
60
Wells Fargo
California
$6.82M -$988K -10,173 -13%
Citadel Advisors
61
Citadel Advisors
Florida
$6.32M +$627K +6,456 +11%
PPA
62
Parametric Portfolio Associates
Washington
$6.02M -$137K -1,413 -2%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$5.84M +$5.61M +57,720 +2,456%
PI
64
Putnam Investments
Massachusetts
$5.76M +$157K +1,613 +3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$5.62M -$472K -4,853 -8%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$5.5M +$19.2K +198 +0.4%
UBS AM
67
UBS AM
Illinois
$5.12M -$249K -2,560 -5%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.1M -$1.6M -16,510 -24%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$4.94M +$4.36M +44,849 +751%
MIM
70
MetLife Investment Management
New Jersey
$4.92M +$1.42M +14,568 +40%
CSS
71
Cubist Systematic Strategies
Connecticut
$4.67M +$3.08M +31,710 +194%
RJA
72
Raymond James & Associates
Florida
$4.1M -$170K -1,753 -4%
GC
73
Guggenheim Capital
Illinois
$4.06M -$22.5K -232 -0.6%
GIA
74
GHP Investment Advisors
Colorado
$4.02M +$321K +3,304 +9%
FCI
75
Financial Counselors Inc
Kansas
$3.91M +$29.8K +307 +0.8%
1 2
3
4 5