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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$41.5M
2
State Street
State Street
Massachusetts
$200M
3
SSA
Schonfeld Strategic Advisors
New York
$32.5M
4
American Century Companies
American Century Companies
Missouri
$138M
5
ProShare Advisors
ProShare Advisors
Maryland
$30.5M

Top Sellers

1
BlackRock
BlackRock
New York
$478M
2
UB
UMB Bank
Missouri
$458M
3
CIP
Champlain Investment Partners
Vermont
$128M
4
Wells Fargo
Wells Fargo
California
$176M
5
Citadel Advisors
Citadel Advisors
Florida
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$1.01M – – –
Truist Financial
127
Truist Financial
North Carolina
$1.01M +$795K +8,546 +375%
PAM
128
Premier Asset Management
Illinois
$950K +$208K +2,236 +28%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$939K +$93 +1 +0%
Federated Hermes
130
Federated Hermes
Pennsylvania
$902K -$590K -6,339 -40%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$859K – – –
SIM
132
SummerHaven Investment Management
Connecticut
$859K +$21.7K +233 +3%
KFA
133
Krane Funds Advisors
New York
$858K +$858K +9,225 New
NMERB
134
New Mexico Educational Retirement Board
New Mexico
$838K +$130K +1,400 +18%
FMBTD
135
First Midwest Bank Trust Division
Illinois
$818K -$41.5K -446 -5%
CSS
136
Cubist Systematic Strategies
Connecticut
$755K -$865K -9,295 -53%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$741K -$124K -1,340 -14%
AWM
138
AE Wealth Management
Kansas
$709K +$16.8K +180 +2%
PA
139
Profund Advisors
Maryland
$686K +$226K +2,426 +49%
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$674K +$652 +7 +0.1%
AP
141
Atwood & Palmer
Missouri
$642K – – –
X
142
Xponance
Pennsylvania
$642K +$195K +2,095 +44%
Grantham, Mayo, Van Otterloo & Co (GMO)
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$630K -$2.05M -22,000 -76%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$628K -$3.91K -42 -0.6%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$624K – – –
PAMP
146
Polar Asset Management Partners
Ontario, Canada
$601K +$601K +6,460 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$598K +$24.2K +254 +4%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$596K +$7.35K +79 +1%
DT
149
Diversified Trust
Tennessee
$591K -$248K -2,662 -30%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$586K – – –
4 5
6
7 8