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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 %
MCC
201
Money Concepts Capital
Florida
$287K +$287K +3,401 New
CGH
202
Crossmark Global Holdings
Texas
$283K +$11.2K +133 +4%
KBC Group
203
KBC Group
Belgium
$278K – – –
VT
204
Vise Technologies
New York
$262K +$262K +3,112 New
HNWAG
205
High Net Worth Advisory Group
Florida
$261K -$367K -4,364 -58%
KCM
206
Kornitzer Capital Management
Kansas
$255K – – –
QC
207
Quadrature Capital
United Kingdom
$255K +$255K +3,027 New
PA
208
Profund Advisors
Maryland
$254K +$7.49K +89 +3%
CAN
209
Cetera Advisor Networks
California
$254K +$254K +3,008 New
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$253K +$14.2K +168 +6%
TI
211
Trexquant Investment
Connecticut
$253K +$253K +3,004 New
P
212
Pitcairn
Pennsylvania
$243K -$2.02K -24 -0.8%
QT
213
Quantbot Technologies
New York
$239K +$239K +2,840 New
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$233K -$717K -8,585 -75%
HighTower Advisors
215
HighTower Advisors
Illinois
$233K +$171 +2 +0.1%
QT
216
Quantamental Technologies
New York
$226K +$226K +2,686 New
PHK
217
Point72 Hong Kong
Hong Kong
$221K +$221K +2,616 New
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$219K – – –
EGM
219
Engineers Gate Manager
New York
$216K -$190K -2,248 -47%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$213K +$7.51K +89 +4%
II
221
Inspire Investing
Idaho
$207K -$1.27K -15 -0.6%
Franklin Resources
222
Franklin Resources
California
$203K +$5.34K +63 +3%
SCM
223
Shelton Capital Management
Colorado
$202K – – –
AF
224
Allworth Financial
California
$183K +$183K +2,173 +108,650%
Osaic Holdings
225
Osaic Holdings
Arizona
$154K +$42.4K +505 +38%
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