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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 %
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$50K +$19.2K +205 +62%
FHA
202
First Horizon Advisors
Tennessee
$37K – – –
PA
203
Parallel Advisors
California
$36K -$92 -1 -0.3%
NFSG
204
Newbridge Financial Services Group
Florida
$33K – – –
Lazard Asset Management
205
Lazard Asset Management
New York
$28K – – –
S
206
SignatureFD
Georgia
$28K – – –
EVM
207
Eaton Vance Management
Massachusetts
$27K -$29.8K -315 -53%
GWM
208
Geneos Wealth Management
Colorado
$23K – – –
FCA
209
FinTrust Capital Advisors
South Carolina
$17K -$376 -4 -2%
PCG
210
Private Capital Group
Connecticut
$17K – – –
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$15K +$3K +32 +25%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$14K – – –
LC
213
Lindbrook Capital
California
$11K – – –
AIG
214
American International Group
New York
$9.42K -$210 -2,256 -2%
CWP
215
Concord Wealth Partners
Virginia
$9K -$3.69K -41 -29%
ASN
216
Advisory Services Network
Georgia
$9K +$9K +100 New
LWM
217
Liberty Wealth Management
California
$8K -$360 -4 -4%
QCG
218
Quadrant Capital Group
Ohio
$8K +$488 +5 +6%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +63 New
DAM
220
Delta Asset Management
Tennessee
$5K -$2K -20 -29%
TWA
221
TCI Wealth Advisors
Arizona
$5K – – –
SL
222
Savior LLC
Massachusetts
$4K – – –
APA
223
American Portfolios Advisors
New York
$3.26K – – –
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
CFA
225
Carroll Financial Associates
North Carolina
$2K – – –
6 7 8
9
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