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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 %
CTC
176
Central Trust Company
Missouri
$381K – – –
Robeco Institutional Asset Management
177
Robeco Institutional Asset Management
Netherlands
$376K – – –
SAM
178
Securian Asset Management
Minnesota
$375K – – –
PA
179
Profund Advisors
Maryland
$369K -$49K -505 -12%
LPL Financial
180
LPL Financial
California
$361K +$8.06K +83 +2%
CGH
181
Crossmark Global Holdings
Texas
$340K +$8.74K +90 +3%
CWS
182
Confluence Wealth Services
Pennsylvania
$320K – – –
KCM
183
Kornitzer Capital Management
Kansas
$314K – – –
QT
184
Quantamental Technologies
New York
$295K +$295K +3,032 New
P
185
Pitcairn
Pennsylvania
$293K -$15.8K -163 -5%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$275K +$29.6K +305 +12%
MLICM
187
Metropolitan Life Insurance Company (MetLife)
New York
$266K -$1.49M -15,292 -85%
HighTower Advisors
188
HighTower Advisors
Illinois
$264K -$69.1K -715 -21%
Acadian Asset Management
189
Acadian Asset Management
Massachusetts
$260K -$420K -4,323 -62%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$255K +$388 +4 +0.2%
RFC
191
Regions Financial Corp
Alabama
$249K – – –
SM
192
Sciencast Management
New Jersey
$249K +$249K +2,600 New
Jane Street
193
Jane Street
New York
$248K -$130K -1,340 -34%
AG
194
Algert Global
California
$244K +$244K +2,515 New
GCM
195
Gator Capital Management
Florida
$243K -$661K -6,800 -73%
VIA
196
Vident Investment Advisory
Georgia
$242K +$242K +2,487 New
II
197
Inspire Investing
Idaho
$236K +$8.26K +85 +4%
SCM
198
Shelton Capital Management
Colorado
$233K – – –
DA
199
Duality Advisers
Florida
$232K +$232K +2,388 New
ECM
200
ExodusPoint Capital Management
New York
$230K -$3.1M -31,987 -93%
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