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UMB Financial
UMBF

Overview Fund Activity

232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
72
Reduced
99
Closed
27
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$450K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.5M
2
American Century Companies
2
American Century Companies
Missouri
$128M
3
BlackRock
3
BlackRock
New York
$490M
4
State Street
4
State Street
Massachusetts
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$412M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$82.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.14M
3
HA
3
Heartland Advisors
Wisconsin
$2.31M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$79.1M
5
Wells Fargo
5
Wells Fargo
California
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.03M -$213K -2,309 -17%
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$1M – – –
SG Americas Securities
128
SG Americas Securities
New York
$992K -$1.53M -16,612 -61%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$931K +$92 +1 +0%
Prudential Financial
130
Prudential Financial
New Jersey
$866K +$18K +195 +2%
Acadian Asset Management
131
Acadian Asset Management
Massachusetts
$863K +$194K +2,100 +29%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$863K +$863K +9,337 New
FMBTD
133
First Midwest Bank Trust Division
Illinois
$853K -$79.1K -857 -8%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$852K – – –
DT
135
Diversified Trust
Tennessee
$832K +$200K +2,162 +32%
SIM
136
SummerHaven Investment Management
Connecticut
$831K – – –
VRS
137
Virginia Retirement Systems
Virginia
$785K +$185K +2,000 +31%
PAM
138
Premier Asset Management
Illinois
$737K +$161K +1,745 +28%
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$702K – – –
AWM
140
AE Wealth Management
Kansas
$687K -$170K -1,838 -20%
AIL
141
AGF Investments LLC
Ontario, Canada
$682K -$284K -3,079 -29%
NMIMC
142
Northwestern Mutual Investment Management Company
Wisconsin
$668K -$704K -7,629 -51%
AP
143
Atwood & Palmer
Missouri
$637K – – –
SOADOR
144
State of Alaska Department of Revenue
Alaska
$627K -$21.2K -230 -3%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$619K – – –
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$584K +$584K +6,327 New
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$581K -$55.4K -600 -9%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$552K -$886K -9,673 -62%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$545K -$144K -1,564 -21%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$517K -$644K -6,987 -55%
4 5
6
7 8