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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 %
PFO
151
Pathstone Family Office
New Jersey
$575K +$206K +2,202 +56%
DCM
152
Dean Capital Management
Kansas
$567K -$2.24M -24,117 -80%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$563K +$83.1K +893 +17%
EMG
154
ETF Managers Group
New Jersey
$541K +$541K +5,822 New
WG
155
Winton Group
United Kingdom
$537K +$537K +5,768 New
TIA
156
Tandem Investment Advisors
South Carolina
$535K +$17.4K +187 +3%
Citadel Advisors
157
Citadel Advisors
Florida
$523K -$5.66M -60,901 -92%
Allianz Asset Management
158
Allianz Asset Management
Germany
$512K +$512K +5,503 New
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
$477K -$634K -6,809 -57%
LRPA
160
L. Roy Papp & Associates
Arizona
$445K – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$429K +$2.24K +24 +0.5%
Janus Henderson Group
162
Janus Henderson Group
United Kingdom
$427K +$60.1K +646 +16%
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$426K -$5.03K -54 -1%
IA
164
IndexIQ Advisors
New York
$408K +$7.26K +78 +2%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$402K – – –
FWP
166
FAS Wealth Partners
Kansas
$401K +$401K +4,312 New
Verition Fund Management
167
Verition Fund Management
Connecticut
$400K +$400K +4,302 New
CCT
168
Country Club Trust
Missouri
$393K – – –
KCM
169
Kornitzer Capital Management
Kansas
$384K -$103K -1,110 -21%
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
$379K -$23K -247 -6%
CTC
171
Central Trust Company
Missouri
$379K – – –
IHL
172
Investment House LLC
California
$378K -$55.7K -600 -13%
APP
173
Alpha Paradigm Partners
Illinois
$375K -$4.56K -49 -1%
CGH
174
Crossmark Global Holdings
Texas
$373K -$22.3K -240 -6%
NSEDCP
175
NJ State Employees Deferred Compensation Plan
New Jersey
$372K – – –
5 6
7
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