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UMB Financial
UMBF

Overview Fund Activity

259 hedge funds and large institutions have $3.61B invested in UMB Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
94
Reduced
84
Closed
25
Calls
$1.05M
Puts
$209K
Net Calls
+$843K
Net Calls Change
+$867K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.2M
3
BlackRock
BlackRock
New York
+$22.1M
4
GKIM
GW&K Investment Management
Massachusetts
+$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$19.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.4M
2
American Century Companies
American Century Companies
Missouri
-$21M
3
UB
UMB Bank
Missouri
-$20.4M
4
Millennium Management
Millennium Management
New York
-$20.1M
5
HF
HRT Financial
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$20.4K +$1.17K +14 +6%
LFG
227
Larson Financial Group
Missouri
$16.9K +$167 +2 +1%
AF
228
Allworth Financial
California
$13.5K +$1.42K +17 +12%
GI
229
GAMMA Investing
California
$11.1K +$11.1K +135 New
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$10.9K – – –
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$10.7K – – –
EWA
232
EverSource Wealth Advisors
Alabama
$7.69K +$2.09K +25 +37%
QC
233
Quent Capital
New York
$6.85K – – –
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$5.68K – – –
KFI
235
Key Financial Inc
Pennsylvania
$5.26K – – –
PTC
236
Private Trust Company
Ohio
$5.01K +$752 +9 +18%
IA
237
IFP Advisors
Florida
$4.34K +$2.17K +26 +100%
FFA
238
Farther Finance Advisors
California
$4.01K +$3.51K +42 +700%
Bessemer Group
239
Bessemer Group
New Jersey
$4K – – –
FIA
240
FNY Investment Advisers
New York
$4K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$3.68K +$501 +6 +16%
PPC
242
Park Place Capital
Alabama
$3.26K +$3.26K +39 New
MCM
243
Manchester Capital Management
Vermont
$3.01K – – –
BFEC
244
Benjamin F. Edwards & Company
Missouri
$3K +$3K +38 New
CA
245
Clearstead Advisors
Ohio
$2.42K -$2.42K -29 -50%
PS
246
Principal Securities
Iowa
$2.26K +$2.26K +27 New
BIA
247
Bell Investment Advisors
California
$1.84K -$752 -9 -29%
CFGS
248
Concourse Financial Group Securities
Alabama
$1.26K +$755 +9 +150%
SIC
249
SJS Investment Consulting
Ohio
$1.25K +$167 +2 +15%
EC
250
Elequin Capital
New York
$1.25K -$56.3K -674 -98%
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