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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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.12M +$137K +1,630 +5%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$2.68M +$32.1K +381 +1%
TPSF
78
Texas Permanent School Fund
Texas
$2.64M +$10.9K +129 +0.4%
Canada Life
79
Canada Life
Manitoba, Canada
$2.46M +$224K +2,654 +10%
CB
80
Commerce Bank
Missouri
$2.45M -$50.6K -600 -2%
AB
81
Amalgamated Bank
New York
$2.44M +$74.2K +880 +3%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$2.37M +$1.94M +23,044 +453%
GC
83
Globeflex Capital
California
$2.37M +$2.37M +28,116 New
GC
84
Guggenheim Capital
Illinois
$2.35M -$200K -2,377 -8%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$2.33M +$724K +8,586 +45%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.24M +$2.24M +26,539 New
HF
87
HRT Financial
New York
$2.24M +$86.8K +1,030 +4%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.21M +$113K +1,345 +5%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.06M +$104K +1,231 +5%
HW
90
Hancock Whitney
Mississippi
$2M +$979K +11,620 +96%
EVM
91
Eaton Vance Management
Massachusetts
$1.98M +$163K +1,934 +9%
AIP
92
Ameritas Investment Partners
Nebraska
$1.96M +$109K +1,298 +6%
YCM
93
Yousif Capital Management
Michigan
$1.92M -$164K -1,942 -8%
MPM
94
Meritage Portfolio Management
Kansas
$1.88M – – –
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.88M +$239K +2,829 +15%
IP
96
Isthmus Partners
Wisconsin
$1.77M +$92.4K +1,096 +6%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M -$75.9K -900 -4%
WG
98
Winton Group
United Kingdom
$1.75M +$271K +3,218 +18%
FNBOO
99
First National Bank of Omaha
Nebraska
$1.74M +$23.6K +280 +1%
Comerica Bank
100
Comerica Bank
Texas
$1.74M -$15.1K -170 -0.9%
2 3
4
5 6