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UMB Financial
UMBF

Overview Fund Activity

272 hedge funds and large institutions have $3.6B invested in UMB Financial in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
114
Reduced
86
Closed
16
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$512K

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$85.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M
3
Millennium Management
3
Millennium Management
New York
$25.8M
4
Man Group
4
Man Group
United Kingdom
$11.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.3M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
Northern Trust
2
Northern Trust
Illinois
$47.4M
3
GC
3
Gillson Capital
Illinois
$0
4
UB
4
UMB Bank
Missouri
$484M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
176
DekaBank Deutsche Girozentrale
Germany
$476K +$476K +5,648 New
UCMOK
177
United Capital Management of KS
Kansas
$475K +$84 +1 +0%
MAM
178
Martingale Asset Management
Massachusetts
$475K +$9.39K +111 +2%
Prudential Financial
179
Prudential Financial
New Jersey
$468K +$3.83K +45 +0.8%
MM
180
MQS Management
New York
$457K +$457K +5,423 New
NYLIM
181
New York Life Investment Management
New York
$437K +$32.1K +381 +8%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$401K -$3.7K -44 -0.9%
JF
183
Jump Financial
Illinois
$386K +$108K +1,289 +39%
CCB
184
Country Club Bank
Missouri
$379K – – –
LRPA
185
L. Roy Papp & Associates
Arizona
$378K – – –
AP
186
Atwood & Palmer
Missouri
$374K – – –
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$364K – – –
FAG
188
Fortitude Advisory Group
Washington
$360K – – –
NSEDCP
189
NJ State Employees Deferred Compensation Plan
New Jersey
$337K – – –
SO
190
STRS Ohio
Ohio
$337K – – –
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$337K +$115K +1,366 +52%
SAM
192
Securian Asset Management
Minnesota
$335K +$9.37K +111 +3%
CTC
193
Central Trust Company
Missouri
$330K – – –
Robeco Institutional Asset Management
194
Robeco Institutional Asset Management
Netherlands
$327K – – –
XT
195
XTX Topco
Cayman Islands
$326K +$326K +3,865 New
ONB
196
Old National Bancorp
Indiana
$310K +$7.16K +85 +2%
AA
197
ALPS Advisors
Colorado
$304K +$304K +3,602 New
LPL Financial
198
LPL Financial
California
$295K +$84 +1 +0%
EI
199
Ethic Inc
New York
$294K -$143K -1,693 -33%
RFC
200
Regions Financial Corp
Alabama
$289K +$289K +3,435 New
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