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UMB Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
251
Glassman Wealth Services
Virginia
$1K -$167 -2 -14%
NS
252
NBC Securities
Alabama
$1K
CAL
253
Capital Advisors Ltd
Ohio
$1K
PWMG
254
Private Wealth Management Group
New Jersey
$920 +$920 +11 New
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$836 +$836 +10 New
AAP
256
Arax Advisory Partners
Colorado
$669 +$669 +8 New
AF
257
Advisornet Financial
Minnesota
$418 +$418 +5 New
CWC
258
Carolinas Wealth Consulting
North Carolina
$290
VCM
259
Versant Capital Management
Arizona
$251
RIP
260
Rhino Investment Partners
Pennsylvania
-$7.94M -128,039 Closed
AM
261
AGF Management
Ontario, Canada
-$2.96M -47,626 Closed
Squarepoint
262
Squarepoint
New York
-$2.02M -32,505 Closed
WMSA
263
Weiss Multi-Strategy Advisers
New York
-$1.5M -24,188 Closed
GCP
264
GSA Capital Partners
United Kingdom
-$1.22M -19,625 Closed
Connor, Clark & Lunn Investment Management (CC&L)
265
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.21M -19,553 Closed
XT
266
XTX Topco
Cayman Islands
-$606K -9,760 Closed
AIM
267
Aigen Investment Management
New York
-$593K -9,555 Closed
Bank of Nova Scotia
268
Bank of Nova Scotia
Ontario, Canada
-$429K -6,920 Closed
Capstone Investment Advisors
269
Capstone Investment Advisors
New York
-$368K -5,934 Closed
OQS
270
Occudo Quantitative Strategies
Florida
-$353K -5,689 Closed
FRM
271
Fox Run Management
Connecticut
-$242K -3,900 Closed
GAM
272
Gotham Asset Management
New York
-$239K -3,847 Closed
EP
273
Edgestream Partners
New Jersey
-$232K -3,739 Closed
TI
274
Tidal Investments
Wisconsin
-$229K -3,696 Closed
VI
275
Vestcor Inc
New Brunswick, Canada
-$224K -3,615 Closed