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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 %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.92M +$4.76K +49 +0.2%
IP
102
Isthmus Partners
Wisconsin
$1.9M +$71.6K +737 +4%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$1.89M +$744K +7,655 +65%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$1.86M -$49.3K -507 -3%
MYAM
105
Meiji Yasuda Asset Management
Japan
$1.82M +$1.82M +18,705 New
Jennison Associates
106
Jennison Associates
New York
$1.72M -$70.3K -724 -4%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.68M -$34K -350 -2%
US Bancorp
108
US Bancorp
Minnesota
$1.61M -$28.9K -297 -2%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.54M +$1.54M +15,820 New
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M +$148K +1,527 +11%
PCMK
111
Paragon Capital Management (Kansas)
Kansas
$1.53M – – –
Creative Planning
112
Creative Planning
Kansas
$1.52M +$73.9K +761 +5%
ZCM
113
Ziegler Capital Management
Illinois
$1.5M -$185K -1,900 -11%
AIP
114
Ameritas Investment Partners
Nebraska
$1.44M – – –
DIA
115
Dean Investment Associates
Ohio
$1.4M -$28K -288 -2%
VIM
116
VELA Investment Management
Ohio
$1.35M +$6.32K +65 +0.5%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$11.6K -119 -0.9%
HW
118
Hancock Whitney
Mississippi
$1.3M -$1.51M -15,478 -54%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$1.29M -$928K -9,555 -42%
KBC Group
120
KBC Group
Belgium
$1.28M +$307K +3,163 +32%
WG
121
Winton Group
United Kingdom
$1.26M +$142K +1,462 +13%
GCM
122
Graham Capital Management
Connecticut
$1.21M +$1.21M +12,488 New
ASRS
123
Arizona State Retirement System
Arizona
$1.21M +$5.54K +57 +0.5%
MAM
124
Martingale Asset Management
Massachusetts
$1.13M -$10.6K -109 -0.9%
Mariner
125
Mariner
Kansas
$1.13M -$5.25K -54 -0.5%
3 4
5
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