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UMB Financial
UMBF

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

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 86

5% more funds holding

Funds holding: 260 → 272 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 88.47% → 88.39% (-0.07%)

3% less capital invested

Capital invested by funds: $3.7B → $3.6B (-$96.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $211K

Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.69%
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

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$16.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M
3
Millennium Management
Millennium Management
New York
+$12.1M
4
Man Group
Man Group
United Kingdom
+$12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$33.6M
2
Northern Trust
Northern Trust
Illinois
-$19.4M
3
GC
Gillson Capital
Illinois
-$8.96M
4
UB
UMB Bank
Missouri
-$6.86M
5
JP Morgan Chase
JP Morgan Chase
New York
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.12M +$148K +1,630 +5%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$2.68M +$34.5K +381 +1%
TPSF
78
Texas Permanent School Fund
Texas
$2.64M +$11.7K +129 +0.4%
Canada Life
79
Canada Life
Manitoba, Canada
$2.46M +$240K +2,654 +10%
CB
80
Commerce Bank
Missouri
$2.45M -$54.3K -600 -2%
AB
81
Amalgamated Bank
New York
$2.44M +$79.6K +880 +3%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$2.37M +$2.09M +23,044 +453%
GC
83
Globeflex Capital
California
$2.37M +$2.54M +28,116 New
GC
84
Guggenheim Capital
Illinois
$2.35M -$215K -2,377 -8%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$2.33M +$777K +8,586 +45%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.24M +$2.4M +26,539 New
HF
87
HRT Financial
New York
$2.24M +$93.2K +1,030 +4%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.21M +$122K +1,345 +5%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.06M +$111K +1,231 +5%
HW
90
Hancock Whitney
Mississippi
$2M +$1.05M +11,620 +96%
EVM
91
Eaton Vance Management
Massachusetts
$1.98M +$175K +1,934 +9%
AIP
92
Ameritas Investment Partners
Nebraska
$1.96M +$117K +1,298 +6%
YCM
93
Yousif Capital Management
Michigan
$1.92M -$176K -1,942 -8%
MPM
94
Meritage Portfolio Management
Kansas
$1.88M – – –
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.88M +$256K +2,829 +15%
IP
96
Isthmus Partners
Wisconsin
$1.77M +$99.2K +1,096 +6%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M -$81.4K -900 -4%
WG
98
Winton Group
United Kingdom
$1.75M +$291K +3,218 +18%
FNBOO
99
First National Bank of Omaha
Nebraska
$1.74M +$25.3K +280 +1%
Comerica Bank
100
Comerica Bank
Texas
$1.74M -$15.4K -170 -0.9%
2 3
4
5 6

UMBF Hedge Fund Activity: Q3 2022 in Review

272 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2022, worth a combined $3.6B — down 2.6% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UMBF positions and 16 closed out — a net gain of 17 holders — while 114 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $16.4M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $33.6M sold.

  • 272 institutional investors held UMB Financial (UMBF) as of Q3 2022, up from 260 in Q2 2022.
  • Funds reported $3.6B of UMB Financial stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 33 funds opened new UMB Financial positions in Q3 2022 and 16 closed out, a net change of +17 holders.
  • The largest UMB Financial buyer in Q3 2022 was Boston Trust Walden, an estimated $16.4M added.
  • The largest UMB Financial seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2022.