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UMB Financial
UMBF

Overview Fund Activity

242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
226
GoalVest Advisory
New York
$2.92K +$186 +3 +7%
JWA
227
JFS Wealth Advisors
Pennsylvania
$2.36K +$434 +7 +23%
MCM
228
Manchester Capital Management
Vermont
$2.23K – – –
SFG
229
Steward Financial Group
Texas
$2K +$2K +43 New
BIA
230
Bell Investment Advisors
California
$1.92K – – –
CWP
231
Concord Wealth Partners
Virginia
$1.74K – – –
IA
232
IFP Advisors
Florida
$1.61K – – –
HCP
233
Hexagon Capital Partners
Arkansas
$1.24K -$745 -12 -38%
CAL
234
Capital Advisors Ltd
Ohio
$1K – – –
NS
235
NBC Securities
Alabama
$1K +$1K +20 New
GWS
236
Glassman Wealth Services
Virginia
$869 – – –
SIC
237
SJS Investment Consulting
Ohio
$807 +$62 +1 +8%
BAAM
238
Baker Avenue Asset Management
California
$745 – – –
CFGS
239
Concourse Financial Group Securities
Alabama
$374 +$374 +6 New
FFA
240
Farther Finance Advisors
California
$372 – – –
CWC
241
Carolinas Wealth Consulting
North Carolina
$216 +$216 +3 New
VCM
242
Versant Capital Management
Arizona
$186 -$930 -15 -83%
CA
243
Crewe Advisors
Utah
$125 +$125 +2 New
MCM
244
Maltese Capital Management
New York
– -$2.28M -37,500 Closed
AWA
245
Aaron Wealth Advisors
Illinois
– -$847K -13,907 Closed
RL
246
Retireful LLC
Michigan
– -$772K -12,679 Closed
BFM
247
Boothbay Fund Management
New York
– -$548K -9,000 Closed
EI
248
Ethic Inc
New York
– -$271K -4,446 Closed
AA
249
ALPS Advisors
Colorado
– -$251K -4,119 Closed
YIH
250
Y-Intercept (HK)
Hong Kong
– -$212K -3,484 Closed
7 8 9
10
11