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UMB Financial
UMBF

Overview Fund Activity

259 hedge funds and large institutions have $2.46B invested in UMB Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 73 reducing their positions, and 49 closing their positions.

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
109
Reduced
73
Closed
49
Calls
$3.41M
Puts
$3.69M
Net Calls
-$277K
Net Calls Change
+$166K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.8M
2
State Street
2
State Street
Massachusetts
$239M
3
Invesco
3
Invesco
Georgia
$13.7M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$6.79M
5
Millennium Management
5
Millennium Management
New York
$26.2M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$20.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
226
MBM Wealth Consultants
Missouri
$23K – – –
C
227
Covestor
United Kingdom
$21K +$3.06K +52 +17%
Lazard Asset Management
228
Lazard Asset Management
New York
$20K +$20K +355 New
FHA
229
First Horizon Advisors
Tennessee
$18.9K +$5.25K +91 +38%
Nomura Asset Management
230
Nomura Asset Management
Japan
$17.3K – – –
CSB
231
City State Bank
Iowa
$17K +$17K +300 New
TWA
232
TCI Wealth Advisors
Arizona
$14.5K +$12.9K +224 +830%
GWM
233
Geneos Wealth Management
Colorado
$14.4K – – –
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$12.1K +$8.6K +149 +248%
LFG
235
Larson Financial Group
Missouri
$11.5K +$11.5K +200 New
LC
236
Lindbrook Capital
California
$9.52K -$2.42K -42 -20%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$7.39K – – –
WWP
238
WR Wealth Planners
Missouri
$6.87K – – –
QC
239
Quent Capital
New York
$4.73K – – –
BAM
240
Belpointe Asset Management
Nevada
$2.89K +$2.89K +50 New
HCP
241
Hexagon Capital Partners
Arkansas
$2.66K -$981 -17 -27%
BIA
242
Bell Investment Advisors
California
$2.48K +$866 +15 +54%
PTC
243
Private Trust Company
Ohio
$2.37K – – –
IA
244
IFP Advisors
Florida
$2.02K – – –
FCA
245
FinTrust Capital Advisors
South Carolina
$2.01K – – –
FIA
246
FNY Investment Advisers
New York
$2K – – –
CWP
247
Concord Wealth Partners
Virginia
$1.44K +$1.27K +22 +733%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.39K +$981 +17 +243%
PFP
249
Pinnacle Financial Partners
Tennessee
$1.21K – – –
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +9 New
8 9
10
11 12