UMBF icon

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 %
PAMS
201
Pictet Asset Management (Switzerland)
Switzerland
$268K -$53.2K -501 -17%
Amundi
202
Amundi
France
$264K – – –
SCM
203
Shelton Capital Management
Colorado
$254K – – –
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$249K -$22.8K -215 -8%
II
205
Inspire Investing
Idaho
$249K -$10.5K -99 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
206
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$241K -$399K -3,765 -62%
APP
207
Alpha Paradigm Partners
Illinois
$227K +$227K +2,142 New
FLC
208
Fifth Lane Capital
Texas
$217K +$217K +2,044 New
CIM
209
CIM Investment Management
Pennsylvania
$210K +$210K +1,976 New
GCP
210
GSA Capital Partners
United Kingdom
$210K +$210K +1,979 New
EIG
211
Ellenbecker Investment Group
Wisconsin
$208K +$208K +1,965 New
JFS
212
JD Financial Services
Pennsylvania
$200K +$200K +1,882 New
DCM
213
Dupont Capital Management
Delaware
$199K -$2.88M -27,162 -94%
PI
214
PineBridge Investments
New York
$149K +$149K +1,400 New
Macquarie Group
215
Macquarie Group
Australia
$143K -$24.6K -231 -15%
Osaic Holdings
216
Osaic Holdings
Arizona
$142K -$1.17K -11 -0.8%
UFF
217
USA Financial Formulas
Michigan
$90K +$90K +845 New
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$80K – – –
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$71K +$31.8K +297 +81%
PA
220
Parallel Advisors
California
$68K +$7.2K +68 +12%
MWC
221
MBM Wealth Consultants
Missouri
$65K – – –
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$62K +$2.32K +22 +4%
Lazard Asset Management
223
Lazard Asset Management
New York
$54K +$24.7K +236 +85%
ACM
224
Aquatic Capital Management
Illinois
$53K +$53K +500 New
S
225
SignatureFD
Georgia
$32K -$963 -9 -3%
7 8
9
10 11