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UMB Financial
UMBF

Overview Fund Activity

272 hedge funds and large institutions have $3.6B invested in UMB Financial in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
114
Reduced
86
Closed
16
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$512K

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$85.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M
3
Millennium Management
3
Millennium Management
New York
$25.8M
4
Man Group
4
Man Group
United Kingdom
$11.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.3M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
Northern Trust
2
Northern Trust
Illinois
$47.4M
3
GC
3
Gillson Capital
Illinois
$0
4
UB
4
UMB Bank
Missouri
$484M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$1.05M +$1.77K +21 +0.2%
AG
127
Algert Global
California
$1.05M +$838K +9,938 +395%
PP
128
PDT Partners
New York
$1.01M -$109K -1,294 -10%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$988K +$307K +3,644 +45%
Mariner
130
Mariner
Kansas
$981K +$13.7K +163 +1%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$978K +$25.3K +300 +3%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$970K +$17.3K +205 +2%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$956K -$142K -1,684 -13%
ANTB
134
AMG National Trust Bank
Colorado
$931K +$6.07K +72 +0.7%
SOMRS
135
State of Michigan Retirement System
Michigan
$922K – – –
Citigroup
136
Citigroup
New York
$910K +$395K +4,683 +77%
TRCT
137
Tower Research Capital (TRC)
New York
$896K +$652K +7,737 +267%
Jennison Associates
138
Jennison Associates
New York
$879K -$457K -5,421 -34%
PP
139
Prudential plc
United Kingdom
$875K +$875K +10,385 New
JCIA
140
Jackson Creek Investment Advisors
Colorado
$849K -$52.8K -627 -6%
SG Americas Securities
141
SG Americas Securities
New York
$847K -$1.51M -17,931 -64%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$845K +$1.69K +20 +0.2%
DA
143
Duality Advisers
Florida
$804K +$804K +9,538 New
Squarepoint
144
Squarepoint
New York
$803K -$32.7K -388 -4%
DT
145
Diversified Trust
Tennessee
$790K +$135K +1,602 +21%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$773K +$84 +1 +0%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$756K -$1.19M -13,875 -61%
KeyBank National Association
148
KeyBank National Association
Ohio
$727K -$23.6K -280 -3%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$722K -$245K -2,904 -25%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$697K +$522K +6,197 +299%
4 5
6
7 8