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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 %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$937K +$158K +1,490 +20%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$923K -$371K -3,500 -29%
Prudential Financial
153
Prudential Financial
New Jersey
$827K -$1.16M -11,363 -58%
AWM
154
AE Wealth Management
Kansas
$820K +$22.9K +216 +3%
AIL
155
AGF Investments LLC
Ontario, Canada
$819K +$102K +966 +14%
PFO
156
Pathstone Family Office
New Jersey
$806K -$3.62K -34 -0.4%
DT
157
Diversified Trust
Tennessee
$761K – – –
FMBTD
158
First Midwest Bank Trust Division
Illinois
$758K – – –
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$757K +$2.87K +27 +0.4%
KCPG
160
Kavar Capital Partners Group
Kansas
$754K – – –
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$742K +$458K +4,323 +161%
AP
162
Atwood & Palmer
Missouri
$732K – – –
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$711K – – –
X
164
Xponance
Pennsylvania
$687K +$424 +4 +0.1%
Federated Hermes
165
Federated Hermes
Pennsylvania
$684K -$92.1K -868 -12%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$668K – – –
SOADOR
167
State of Alaska Department of Revenue
Alaska
$661K -$54.1K -510 -8%
TIA
168
Tandem Investment Advisors
South Carolina
$637K +$5.41K +51 +0.9%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$634K -$321K -3,025 -34%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$617K +$13K +123 +2%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$612K +$146K +1,373 +31%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$585K +$169K +1,590 +41%
EGM
173
Engineers Gate Manager
New York
$565K +$565K +5,320 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$535K +$40.1K +377 +8%
CCT
175
Country Club Trust
Missouri
$497K -$9.99K -94 -2%
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