We are live on ! Find out more
UMBF icon

UMB Financial
UMBF

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

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

33% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 86

5% more funds holding

Funds holding: 260 → 272 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 88.47% → 88.39% (-0.07%)

3% less capital invested

Capital invested by funds: $3.7B → $3.6B (-$96.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $211K

Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.69%
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

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$16.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.8M
3
Millennium Management
Millennium Management
New York
+$12.1M
4
Man Group
Man Group
United Kingdom
+$12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$33.6M
2
Northern Trust
Northern Trust
Illinois
-$19.4M
3
GC
Gillson Capital
Illinois
-$8.96M
4
UB
UMB Bank
Missouri
-$6.86M
5
JP Morgan Chase
JP Morgan Chase
New York
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
201
Money Concepts Capital
Florida
$287K +$308K +3,401 New
CGH
202
Crossmark Global Holdings
Texas
$283K +$12K +133 +4%
KBC Group
203
KBC Group
Belgium
$278K – – –
VT
204
Vise Technologies
New York
$262K +$282K +3,112 New
HNWAG
205
High Net Worth Advisory Group
Florida
$261K -$395K -4,364 -58%
KCM
206
Kornitzer Capital Management
Kansas
$255K – – –
QC
207
Quadrature Capital
United Kingdom
$255K +$274K +3,027 New
PA
208
Profund Advisors
Maryland
$254K +$8.05K +89 +3%
CAN
209
Cetera Advisor Networks
California
$254K +$272K +3,008 New
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$253K +$15.2K +168 +6%
TI
211
Trexquant Investment
Connecticut
$253K +$272K +3,004 New
P
212
Pitcairn
Pennsylvania
$243K -$2.17K -24 -0.8%
QT
213
Quantbot Technologies
New York
$239K +$257K +2,840 New
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$233K -$777K -8,585 -75%
HighTower Advisors
215
HighTower Advisors
Illinois
$233K +$181 +2 +0.1%
QT
216
Quantamental Technologies
New York
$226K +$243K +2,686 New
PHK
217
Point72 Hong Kong
Hong Kong
$221K +$237K +2,616 New
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$219K – – –
EGM
219
Engineers Gate Manager
New York
$216K -$203K -2,248 -47%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$213K +$8.05K +89 +4%
II
221
Inspire Investing
Idaho
$207K -$1.36K -15 -0.6%
Franklin Resources
222
Franklin Resources
California
$203K +$5.7K +63 +3%
SCM
223
Shelton Capital Management
Colorado
$202K – – –
AF
224
Allworth Financial
California
$183K +$197K +2,173 +108,650%
Osaic Holdings
225
Osaic Holdings
Arizona
$154K +$45.7K +505 +38%
7 8
9
10 11

UMBF Hedge Fund Activity: Q3 2022 in Review

272 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2022, worth a combined $3.6B — down 2.6% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UMBF positions and 16 closed out — a net gain of 17 holders — while 114 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $16.4M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $33.6M sold.

  • 272 institutional investors held UMB Financial (UMBF) as of Q3 2022, up from 260 in Q2 2022.
  • Funds reported $3.6B of UMB Financial stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 33 funds opened new UMB Financial positions in Q3 2022 and 16 closed out, a net change of +17 holders.
  • The largest UMB Financial buyer in Q3 2022 was Boston Trust Walden, an estimated $16.4M added.
  • The largest UMB Financial seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2022.