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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.

New
Increased
Maintained
Reduced
Closed
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 %
JWM
251
Janiczek Wealth Management
Colorado
$990 -$932 -16 -48%
SWM
252
Spire Wealth Management
Virginia
$808 -$2.02K -35 -71%
SC
253
Schubert & Co
Texas
$635 -$58 -1 -8%
EI
254
Ellevest Inc
New York
$577 +$577 +10 New
CFGS
255
Concourse Financial Group Securities
Alabama
$406 -$928 -16 -70%
EWA
256
EverSource Wealth Advisors
Alabama
$404 +$404 +7 New
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$214 -$3 -44 -1%
TFM
258
TFC Financial Management
Massachusetts
$174 +$174 +3 New
VCM
259
Versant Capital Management
Arizona
$173 – – –
SIC
260
SJS Investment Consulting
Ohio
$116 -$522 -9 -82%
CIP
261
Champlain Investment Partners
Vermont
– -$103M -1,238,140 Closed
NI
262
Nuance Investments
Missouri
– -$14.3M -171,685 Closed
CIP
263
Chartwell Investment Partners
Pennsylvania
– -$11.7M -139,789 Closed
AWA
264
Arete Wealth Advisors
Illinois
– -$175M -26,852 Closed
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
– -$2.21M -26,507 Closed
GC
266
Globeflex Capital
California
– -$1.85M -22,186 Closed
Voloridge Investment Management
267
Voloridge Investment Management
Florida
– -$1.76M -21,127 Closed
VIM
268
VELA Investment Management
Ohio
– -$1.33M -15,940 Closed
HSBC Holdings
269
HSBC Holdings
United Kingdom
– -$1.12M -13,425 Closed
ZCM
270
Ziegler Capital Management
Illinois
– -$1.04M -12,475 Closed
Lido Advisors
271
Lido Advisors
California
– -$972K -11,633 Closed
ANTB
272
AMG National Trust Bank
Colorado
– -$933K -11,172 Closed
Jennison Associates
273
Jennison Associates
New York
– -$886K -10,609 Closed
DT
274
Diversified Trust
Tennessee
– -$765K -9,164 Closed
Marshall Wace
275
Marshall Wace
United Kingdom
– -$727K -8,700 Closed
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11
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