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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$435K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M
3
Invesco
3
Invesco
Georgia
$5.68M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$14.4M -$5.72M -93,987 -28%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$13.2M -$32K -525 -0.2%
First Trust Advisors
28
First Trust Advisors
Illinois
$13M +$6.32M +103,814 +95%
SEI Investments
29
SEI Investments
Pennsylvania
$10.8M +$716K +11,751 +7%
Principal Financial Group
30
Principal Financial Group
Iowa
$10.1M -$451K -7,405 -4%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$9.94M -$99.3K -1,630 -1%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$9.74M -$2.82M -46,298 -22%
TAM
33
Third Avenue Management
New York
$9.09M -$8.47K -139 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.59M +$8.36M +137,245 +3,655%
TCM
35
Tributary Capital Management
Nebraska
$8.35M -$150K -2,462 -2%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$7.92M -$360K -5,911 -4%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$7.28M -$28K -460 -0.4%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.03M +$1.75M +28,777 +33%
Man Group
39
Man Group
United Kingdom
$6.73M +$6.73M +110,477 New
CAM
40
Congress Asset Management
Massachusetts
$6.65M +$1.56M +25,612 +31%
Barclays
41
Barclays
United Kingdom
$6.42M +$3.24M +53,230 +102%
Renaissance Technologies
42
Renaissance Technologies
New York
$6.41M -$2.21M -36,300 -26%
Legal & General Group
43
Legal & General Group
United Kingdom
$6.32M +$265K +4,356 +4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$6.32M -$17.5K -288 -0.3%
MOACM
45
Mutual of America Capital Management
New York
$6.31M -$94.1K -1,545 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.13M -$52.9K -869 -0.9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$6.11M +$73.1K +1,200 +1%
Invesco
48
Invesco
Georgia
$5.68M -$8.75M -143,651 -61%
AIG
49
American International Group
New York
$5.29M -$68.4K -1,123 -1%
GCM
50
Gator Capital Management
Florida
$4.64M +$4.64M +76,170 New
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