UMB Financial
UMBF
UMBF
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
New York
|
$64.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
$167M |
| 3 |
BlackRock
New York
|
$499M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
$20.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
$24.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MM
276
MQS Management
New York
| – | -$217K | -3,504 | Closed |
|
|
QT
277
Quantbot Technologies
New York
| – | -$179K | -2,879 | Closed |
|
278
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$25K | -398 | Closed |
|
|
WWP
279
WR Wealth Planners
Columbia,
Missouri
| – | -$7.38K | -119 | Closed |
|
|
GA
280
GoalVest Advisory
New York
| – | -$2.92K | -47 | Closed |
|
|
CWP
281
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.74K | -28 | Closed |
|
|
HCP
282
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.24K | -20 | Closed |
|
|
BAAM
283
Baker Avenue Asset Management
San Francisco,
California
| – | -$745 | -12 | Closed |
|
|
CA
284
Crewe Advisors
Salt Lake City,
Utah
| – | -$125 | -2 | Closed |
|