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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
Wellington Management Group
Massachusetts
$58.8M
2
State Street
State Street
Massachusetts
$239M
3
Invesco
Invesco
Georgia
$13.7M
4
CSS
Cubist Systematic Strategies
Connecticut
$6.79M
5
Millennium Management
Millennium Management
New York
$26.2M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$16.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$20.2M
5
BTW
Boston Trust Walden
Massachusetts
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
276
Pacer Advisors
Pennsylvania
– -$696K -8,328 Closed
JFG
277
Jefferies Financial Group
New York
– -$560K -6,700 Closed
DekaBank Deutsche Girozentrale
278
DekaBank Deutsche Girozentrale
Germany
– -$470K -5,648 Closed
SSA
279
Schonfeld Strategic Advisors
New York
– -$438K -5,244 Closed
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
– -$361K -4,325 Closed
MFS
281
Mirabella Financial Services
United Kingdom
– -$304K -3,638 Closed
RFC
282
Regions Financial Corp
Alabama
– -$280K -3,349 Closed
EI
283
Ethic Inc
New York
– -$271K -3,244 Closed
TIA
284
Tandem Investment Advisors
South Carolina
– -$259K -3,105 Closed
TI
285
Trexquant Investment
Connecticut
– -$255K -3,054 Closed
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
– -$249K -2,977 Closed
QT
287
Quantamental Technologies
New York
– -$240K -2,869 Closed
KCM
288
Kornitzer Capital Management
Kansas
– -$236K -2,830 Closed
ONB
289
Old National Bancorp
Indiana
– -$234K -2,806 Closed
HNWAG
290
High Net Worth Advisory Group
Florida
– -$234K -2,800 Closed
P
291
Pitcairn
Pennsylvania
– -$233K -2,794 Closed
FC
292
FORA Capital
Florida
– -$230K -2,758 Closed
CGH
293
Crossmark Global Holdings
Texas
– -$228K -2,731 Closed
RJFSA
294
Raymond James Financial Services Advisors
Florida
– -$222K -2,661 Closed
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
– -$188K -2,270 Closed
AF
296
Allworth Financial
California
– -$182K -2,180 Closed
QT
297
Quantbot Technologies
New York
– -$177K -2,125 Closed
MCC
298
Money Concepts Capital
Florida
– -$127K -1,520 Closed
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
– -$125K -1,507 Closed
PMAM
300
Picton Mahoney Asset Management
Ontario, Canada
– -$68K -812 Closed
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