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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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.87M +$529K +5,446 +16%
CS
77
Credit Suisse
Switzerland
$3.87M -$510K -5,246 -12%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$3.77M -$2.66M -27,342 -41%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$3.32M -$53.4K -550 -2%
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$3.26M +$3.26M +33,538 New
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$3.06M -$3.01K -31 -0.1%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$2.99M +$798K +8,212 +36%
TPSF
83
Texas Permanent School Fund
Texas
$2.97M -$45.2K -465 -1%
CB
84
Commerce Bank
Missouri
$2.88M – – –
AB
85
Amalgamated Bank
New York
$2.68M -$116K -1,199 -4%
AF
86
Amalgamated Financial
New York
$2.68M +$2.68M +27,566 New
UBS Group
87
UBS Group
Switzerland
$2.64M -$14.9M -153,177 -85%
HA
88
HYA Advisors
Missouri
$2.55M – – –
KTA
89
Keeley-Teton Advisors
Illinois
$2.47M – – –
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.42M -$148K -1,523 -6%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$2.38M -$82.1K -845 -3%
Canada Life
92
Canada Life
Manitoba, Canada
$2.34M +$158K +1,581 +7%
YCM
93
Yousif Capital Management
Michigan
$2.29M +$51K +525 +2%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$2.26M -$172K -1,775 -7%
MPM
95
Meritage Portfolio Management
Kansas
$2.17M – – –
MF
96
Magnetar Financial
Illinois
$2.12M +$2.12M +21,850 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M – – –
GCP
98
GSA Capital Partners
United Kingdom
$1.98M +$1.79M +18,436 +932%
FNBOO
99
First National Bank of Omaha
Nebraska
$1.98M +$246K +2,531 +14%
Comerica Bank
100
Comerica Bank
Texas
$1.95M +$44.5K +457 +2%
2 3
4
5 6