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UMB Financial
UMBF

Overview Fund Activity

260 hedge funds and large institutions have $3.7B invested in UMB Financial in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
91
Closed
22
Calls
$413K
Puts
$112K
Net Calls
+$301K
Net Calls Change
-$156K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$145M
2
Goldman Sachs
2
Goldman Sachs
New York
$39.8M
3
BlackRock
3
BlackRock
New York
$461M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.96M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$30.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$1.86M
2
Man Group
2
Man Group
United Kingdom
$13.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
176
Country Club Bank
Missouri
$385K -$19.9K -230 -5%
AP
177
Atwood & Palmer
Missouri
$382K -$212K -2,462 -36%
TCM
178
Teza Capital Management
Illinois
$374K +$374K +4,346 New
FMWA
179
Forvis Mazars Wealth Advisors
Missouri
$373K – – –
FAG
180
Fortitude Advisory Group
Washington
$368K +$347K +4,028 +1,644%
MWC
181
MBM Wealth Consultants
Missouri
$368K +$359K +21,416 +4,167%
SO
182
STRS Ohio
Ohio
$344K -$17.2K -200 -5%
NSEDCP
183
NJ State Employees Deferred Compensation Plan
New Jersey
$344K – – –
CTC
184
Central Trust Company
Missouri
$337K – – –
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$333K – – –
SAM
186
Securian Asset Management
Minnesota
$332K – – –
B
187
Bailard
California
$318K +$318K +3,688 New
CWS
188
Confluence Wealth Services
Pennsylvania
$315K – – –
ONB
189
Old National Bancorp
Indiana
$310K +$310K +3,596 New
LPL Financial
190
LPL Financial
California
$302K -$18.6K -216 -6%
KBC Group
191
KBC Group
Belgium
$284K -$853K -9,897 -75%
JF
192
Jump Financial
Illinois
$284K +$284K +3,300 New
CGH
193
Crossmark Global Holdings
Texas
$278K -$23.2K -270 -8%
KCM
194
Kornitzer Capital Management
Kansas
$261K -$17.2K -200 -6%
PA
195
Profund Advisors
Maryland
$252K -$75.2K -874 -23%
P
196
Pitcairn
Pennsylvania
$250K -$9.37K -109 -4%
TRCT
197
Tower Research Capital (TRC)
New York
$249K +$171K +1,988 +220%
PAMS
198
Pictet Asset Management (Switzerland)
Switzerland
$244K – – –
HighTower Advisors
199
HighTower Advisors
Illinois
$237K -$435 -5 -0.2%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$226K +$515 +6 +0.2%
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