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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 %
IA
176
IndexIQ Advisors
New York
$485K -$31.3K -295 -6%
LRPA
177
L. Roy Papp & Associates
Arizona
$476K – – –
Truist Financial
178
Truist Financial
North Carolina
$474K -$421K -3,961 -47%
FWP
179
FAS Wealth Partners
Kansas
$470K +$11.6K +109 +3%
FMWA
180
Forvis Mazars Wealth Advisors
Missouri
$459K – – –
PA
181
Profund Advisors
Maryland
$457K +$17K +160 +4%
AA
182
ALPS Advisors
Colorado
$443K +$5.73K +54 +1%
NSEDCP
183
NJ State Employees Deferred Compensation Plan
New Jersey
$424K – – –
CTC
184
Central Trust Company
Missouri
$416K -$16.7K -157 -4%
Jane Street
185
Jane Street
New York
$413K -$234K -2,199 -36%
Robeco Institutional Asset Management
186
Robeco Institutional Asset Management
Netherlands
$411K – – –
SAM
187
Securian Asset Management
Minnesota
$409K – – –
SO
188
STRS Ohio
Ohio
$403K +$138K +1,300 +52%
LPL Financial
189
LPL Financial
California
$386K +$9.45K +89 +3%
HighTower Advisors
190
HighTower Advisors
Illinois
$366K +$366K +3,447 New
HSBC Holdings
191
HSBC Holdings
United Kingdom
$365K +$56K +528 +18%
CGH
192
Crossmark Global Holdings
Texas
$362K -$43.5K -410 -11%
AII
193
AGF Investments Inc
Ontario, Canada
$357K +$145K +1,366 +68%
CWS
194
Confluence Wealth Services
Pennsylvania
$350K +$350K +3,300 New
KCM
195
Kornitzer Capital Management
Kansas
$343K -$10.6K -100 -3%
CCM
196
CTC Capital Management
Illinois
$340K +$340K +3,200 New
P
197
Pitcairn
Pennsylvania
$337K -$3.29K -31 -1%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$278K +$318 +3 +0.1%
RFC
199
Regions Financial Corp
Alabama
$272K -$1.49K -14 -0.5%
Franklin Resources
200
Franklin Resources
California
$269K +$30.4K +286 +13%
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