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UMB Financial
UMBF

Overview Fund Activity

256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+16
Holders Change %
+6.67%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
33
Increased
92
Reduced
87
Closed
15
Calls
$318K
Puts
$1.04M
Net Calls
-$722K
Net Calls Change
-$722K

Top Buyers

1
UB
UMB Bank
Missouri
$632M
2
Millennium Management
Millennium Management
New York
$41.6M
3
State Street
State Street
Massachusetts
$218M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.52M
2
Brown Advisory
Brown Advisory
Maryland
$49.8M
3
American Century Companies
American Century Companies
Missouri
$137M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$1.57M – – –
DIA
127
Dean Investment Associates
Ohio
$1.56M -$916K -8,633 -37%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.51M +$5.73K +54 +0.4%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$53.1K -500 -3%
VIM
130
VELA Investment Management
Ohio
$1.46M +$1.46M +13,778 New
ASRS
131
Arizona State Retirement System
Arizona
$1.31M -$14.8K -139 -1%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$1.25M +$1.2M +11,265 +2,106%
MAM
133
Martingale Asset Management
Massachusetts
$1.25M -$1.52M -14,298 -55%
Mariner
134
Mariner
Kansas
$1.24M -$2.44K -23 -0.2%
ANTB
135
AMG National Trust Bank
Colorado
$1.23M – – –
WG
136
Winton Group
United Kingdom
$1.22M +$802K +7,560 +193%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.2M +$10.7K +101 +0.9%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$1.18M +$10.6K +100 +0.9%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1.16M +$459K +4,250 +65%
TRCT
140
Tower Research Capital (TRC)
New York
$1.16M +$827K +7,796 +247%
SOMRS
141
State of Michigan Retirement System
Michigan
$1.16M +$10.6K +100 +0.9%
KBC Group
142
KBC Group
Belgium
$1.06M – – –
SG Americas Securities
143
SG Americas Securities
New York
$1.06M -$1.72M -16,249 -62%
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$1.06M – – –
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$1.01M +$356K +3,358 +55%
GCM
146
Gator Capital Management
Florida
$987K +$987K +9,300 New
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$979K – – –
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$973K -$97.5K -919 -9%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$955K – – –
ACM
150
AlphaCrest Capital Management
New York
$952K +$504K +4,752 +113%
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6
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