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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$14.2M 245,334 +89,651 +58%
Invesco
27
Invesco
Georgia
$13.7M 236,954 +143,219 +153%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$12.6M 217,639 +74,481 +52%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.9M 206,283 -16,867 -8%
Principal Financial Group
30
Principal Financial Group
Iowa
$9.97M 172,792 +3,547 +2%
SEI Investments
31
SEI Investments
Pennsylvania
$9.53M 165,194 +12,244 +8%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$9.52M 164,904 +1,692 +1%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$8.82M 152,832 +68,596 +81%
TAM
34
Third Avenue Management
New York
$8.62M 149,423 +20,471 +16%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$8.51M 147,404 +31,427 +27%
Renaissance Technologies
36
Renaissance Technologies
New York
$8.17M 141,500 +900 +0.6%
TCM
37
Tributary Capital Management
Nebraska
$8.05M 139,515 +32,360 +30%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$7.84M 135,890 -10,393 -7%
Man Group
39
Man Group
United Kingdom
– – -124,862 Closed
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$6.93M 120,004 -2,184 -2%
CSS
41
Cubist Systematic Strategies
Connecticut
$6.79M 117,676 +117,676 New
Deutsche Bank
42
Deutsche Bank
Germany
$6.66M 115,414 +21,261 +23%
First Trust Advisors
43
First Trust Advisors
Illinois
$6.34M 109,849 +16,963 +18%
Citadel Advisors
44
Citadel Advisors
Florida
$6.12M 106,037 +75,436 +247%
MOACM
45
Mutual of America Capital Management
New York
$6.07M 105,109 -2,928 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$6.01M 104,059 -778 -0.7%
RA
47
Royce & Associates
New York
$6M 103,874 -6,803 -6%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$5.86M 101,572 -6,639 -6%
Legal & General Group
49
Legal & General Group
United Kingdom
$5.74M 99,436 +2,978 +3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.72M 99,100 -11,700 -11%
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