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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 %
PHK
201
Point72 Hong Kong
Hong Kong
$216K +$216K +2,218 New
Franklin Resources
202
Franklin Resources
California
$213K -$32.7K -337 -13%
OMC
203
Old Mission Capital
Illinois
$210K -$4.34M -44,563 -95%
Amundi
204
Amundi
France
$208K -$17.6K -187 -8%
DCM
205
Dupont Capital Management
Delaware
$167K -$14.8K -153 -8%
MCC
206
Money Concepts Capital
Florida
$148K +$148K +1,520 New
HWMA
207
Heritage Wealth Management (Arizona)
Arizona
$147K +$147K +1,517 New
Osaic Holdings
208
Osaic Holdings
Arizona
$142K +$6.95K +69 +5%
UAML
209
US Asset Management LLC
Pennsylvania
$125K +$125K +1,289 New
TRCT
210
Tower Research Capital (TRC)
New York
$88K -$977K -10,047 -92%
MAM
211
Meeder Asset Management
Ohio
$78K +$78K +798 New
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$73K – – –
PI
213
Parkside Investments
Illinois
$73K +$73K +758 New
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$57K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$56K -$8.8K -90 -14%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$54K +$54K +554 New
MWC
217
MBM Wealth Consultants
Missouri
$50K -$9.14K -94 -15%
PA
218
Parallel Advisors
California
$40K -$23.4K -237 -37%
S
219
SignatureFD
Georgia
$31K +$1.67K +17 +6%
Nomura Asset Management
220
Nomura Asset Management
Japan
$29.1K +$29.1K +300 New
FAG
221
Fortitude Advisory Group
Washington
$24K – – –
GWM
222
Geneos Wealth Management
Colorado
$24K – – –
HFM
223
Harvest Fund Management
China
$19K – – –
C
224
Covestor
United Kingdom
$19K +$11.5K +120 +152%
AF
225
Allworth Financial
California
$19K +$19K +197 New
7 8
9
10 11