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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 %
SAM
176
Securian Asset Management
Minnesota
$370K -$9.3K -100 -2%
AA
177
ALPS Advisors
Colorado
$332K – – –
OAM
178
Origin Asset Management
United Kingdom
$320K +$320K +3,435 New
B
179
Bailard
California
$313K – – –
P
180
Pitcairn
Pennsylvania
$302K -$12.3K -132 -4%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$255K -$21.5K -231 -8%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$249K -$619K -6,664 -71%
Walleye Trading
183
Walleye Trading
New York
$247K +$247K +2,652 New
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$242K -$65.2K -700 -21%
RFC
185
Regions Financial Corp
Alabama
$240K +$240K +2,573 New
SO
186
STRS Ohio
Ohio
$232K -$46.4K -500 -17%
PAM
187
Panagora Asset Management
Massachusetts
$231K +$203K +2,182 +727%
SCM
188
Shelton Capital Management
Colorado
$223K – – –
Amundi
189
Amundi
France
$223K +$223K +2,392 New
LPL Financial
190
LPL Financial
California
$220K -$5.12K -55 -2%
CC
191
Chicago Capital
Illinois
$219K – – –
QVT
192
Quantitative Value Technologies
Kansas
$210K +$210K +2,259 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$205K -$65.1K -697 -24%
Macquarie Group
194
Macquarie Group
Australia
$147K – – –
Osaic Holdings
195
Osaic Holdings
Arizona
$147K +$4.1K +44 +3%
MAM
196
Meeder Asset Management
Ohio
$75K +$748 +8 +1%
PHK
197
Point72 Hong Kong
Hong Kong
$71K +$71K +763 New
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$65K +$18.8K +203 +41%
HWMA
199
Heritage Wealth Management (Arizona)
Arizona
$64K +$64K +689 New
MWC
200
MBM Wealth Consultants
Missouri
$57K – – –
6 7
8
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