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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
$362M
2
BTW
Boston Trust Walden
Massachusetts
$79.9M
3
FWM
Frontier Wealth Management
Missouri
$13.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$75.7M
5
Brown Advisory
Brown Advisory
Maryland
$52.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$88.4M
3
Victory Capital Management
Victory Capital Management
Texas
$145M
4
UBS Group
UBS Group
Switzerland
$2.64M
5
UB
UMB Bank
Missouri
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$625K -$272K -2,800 -30%
X
152
Xponance
Pennsylvania
$615K -$14.4K -148 -2%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$612K +$52.2K +538 +9%
JG
154
Jefferies Group
New York
$607K -$5.47M -56,250 -90%
SOADOR
155
State of Alaska Department of Revenue
Alaska
$598K -$7.29K -75 -1%
VRS
156
Virginia Retirement Systems
Virginia
$593K -$350K -3,600 -37%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$572K -$38.8K -400 -6%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$571K -$524K -5,142 -48%
Citigroup
159
Citigroup
New York
$567K -$933K -9,610 -62%
Prudential Financial
160
Prudential Financial
New Jersey
$563K -$222K -2,290 -28%
UCMOK
161
United Capital Management of KS
Kansas
$547K +$547K +5,633 New
EGM
162
Engineers Gate Manager
New York
$544K +$27K +278 +5%
TIA
163
Tandem Investment Advisors
South Carolina
$540K -$43.1K -444 -7%
E
164
Ergoteles
New York
$524K -$12.6M -129,244 -96%
ACM
165
AlphaCrest Capital Management
New York
$510K -$361K -3,719 -41%
FWP
166
FAS Wealth Partners
Kansas
$467K +$36.5K +376 +8%
CCB
167
Country Club Bank
Missouri
$460K +$460K +4,675 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$445K -$44.7K -459 -9%
LRPA
169
L. Roy Papp & Associates
Arizona
$436K – – –
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$420K – – –
Two Sigma Advisers
171
Two Sigma Advisers
New York
$408K -$437K -4,500 -52%
SO
172
STRS Ohio
Ohio
$408K +$38.9K +400 +11%
IA
173
IndexIQ Advisors
New York
$394K -$50.1K -516 -11%
NSEDCP
174
NJ State Employees Deferred Compensation Plan
New Jersey
$389K – – –
NC
175
NinePointTwo Capital
California
$385K +$385K +3,972 New
5 6
7
8 9