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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
+$162M
2
BTW
Boston Trust Walden
Massachusetts
+$20.5M
3
FWM
Frontier Wealth Management
Missouri
+$8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.88M
5
Brown Advisory
Brown Advisory
Maryland
+$7.18M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$22.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
4
UBS Group
UBS Group
Switzerland
-$14.9M
5
UB
UMB Bank
Missouri
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$1.1M +$19.5K +200 +2%
SG Americas Securities
127
SG Americas Securities
New York
$1.1M +$123K +1,268 +13%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$1.09M -$8.26K -85 -0.7%
ANTB
129
AMG National Trust Bank
Colorado
$1.08M -$41.4K -426 -4%
AWA
130
Aaron Wealth Advisors
Illinois
$1.07M +$1.07M +104,162 New
SOMRS
131
State of Michigan Retirement System
Michigan
$1.06M +$4.18K +43 +0.4%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$972K – – –
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$931K -$10.6M -109,028 -92%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$916K +$57.3K +590 +7%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$903K +$567K +5,797 +169%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$896K -$654K -6,735 -42%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$891K +$97 +1 +0%
NMERB
138
New Mexico Educational Retirement Board
New Mexico
$874K – – –
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$857K -$1.4M -14,462 -62%
PFO
140
Pathstone Family Office
New Jersey
$828K +$89.4K +917 +12%
TI
141
Trexquant Investment
Connecticut
$811K +$811K +8,348 New
KeyBank National Association
142
KeyBank National Association
Ohio
$804K -$765K -7,870 -49%
Squarepoint
143
Squarepoint
New York
$788K -$4.32M -44,469 -85%
AWM
144
AE Wealth Management
Kansas
$766K +$15.8K +163 +2%
DT
145
Diversified Trust
Tennessee
$755K +$58.3K +600 +8%
Federated Hermes
146
Federated Hermes
Pennsylvania
$729K +$103K +1,057 +16%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$696K +$2.33K +24 +0.3%
KCPG
148
Kavar Capital Partners Group
Kansas
$690K – – –
AP
149
Atwood & Palmer
Missouri
$670K – – –
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$651K – – –
4 5
6
7 8