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UMB Financial
UMBF

Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in UMB Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-34
Holders Change %
-13.13%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
79
Reduced
90
Closed
64
Calls
$505K
Puts
$536K
Net Calls
-$31K
Net Calls Change
+$246K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$158M
2
State Street
State Street
Massachusetts
$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$90.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.5M
5
ProShare Advisors
ProShare Advisors
Maryland
$34.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$435K
2
Vanguard Group
Vanguard Group
Pennsylvania
$261M
3
Invesco
Invesco
Georgia
$5.68M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
251
Virtu Financial
New York
– -$651K -11,282 Closed
CWA
252
CM Wealth Advisors
Ohio
– -$669K -10,868 Closed
Simplex Trading
253
Simplex Trading
Illinois
– -$626K -10,862 Closed
PP
254
Prudential plc
United Kingdom
– -$566K -9,803 Closed
CIC
255
Cornercap Investment Counsel
Georgia
– -$543K -9,400 Closed
AC
256
AXQ Capital
New Jersey
– -$525K -9,100 Closed
PMEF
257
Point72 Middle East FZE
United Arab Emirates
– -$488K -8,454 Closed
XT
258
XTX Topco
Cayman Islands
– -$468K -8,103 Closed
PTC
259
Petrus Trust Company
Texas
– -$441K -7,641 Closed
CANY
260
Caxton Associates (New York)
New York
– -$434K -7,522 Closed
SM
261
Sciencast Management
New Jersey
– -$362K -6,704 Closed
VI
262
Versor Investments
New York
– -$381K -6,600 Closed
OQS
263
Occudo Quantitative Strategies
Florida
– -$364K -6,304 Closed
UCMOK
264
United Capital Management of KS
Kansas
– -$325K -5,636 Closed
MAM
265
Martingale Asset Management
Massachusetts
– -$317K -5,500 Closed
Los Angeles Capital Management
266
Los Angeles Capital Management
California
– -$290K -5,025 Closed
Two Sigma Advisers
267
Two Sigma Advisers
New York
– -$277K -4,800 Closed
CAN
268
Cetera Advisor Networks
California
– -$274K -4,742 Closed
AWM
269
AE Wealth Management
Kansas
– -$266K -4,602 Closed
Verition Fund Management
270
Verition Fund Management
Connecticut
– -$260K -4,497 Closed
PCM
271
Prelude Capital Management
New York
– -$256K -4,433 Closed
OR
272
Olympiad Research
Connecticut
– -$245K -4,240 Closed
RJA
273
Raymond James & Associates
Florida
– -$220K -3,820 Closed
LPL Financial
274
LPL Financial
California
– -$204K -3,535 Closed
DFCM
275
Dark Forest Capital Management
Puerto Rico
– -$149K -2,589 Closed
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