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UMB Financial
UMBF

Overview Fund Activity

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
Morgan Stanley
New York
$64.8M
2
Victory Capital Management
Victory Capital Management
Texas
$167M
3
BlackRock
BlackRock
New York
$499M
4
GKIM
GW&K Investment Management
Massachusetts
$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
$24.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$136M
2
American Century Companies
American Century Companies
Missouri
$131M
3
UB
UMB Bank
Missouri
$443M
4
Millennium Management
Millennium Management
New York
$6.73M
5
HF
HRT Financial
New York
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$24M +$6.03M +72,224 +33%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$22.4M +$1.46M +17,527 +7%
GKIM
28
GW&K Investment Management
Massachusetts
$20.4M +$20.4M +243,768 New
AQR Capital Management
29
AQR Capital Management
Connecticut
$15.6M +$1.13M +13,518 +8%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$14.6M +$3.1M +37,076 +27%
TCM
31
Tributary Capital Management
Nebraska
$13.9M -$255K -3,047 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$13.6M -$82K -982 -0.6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$13.4M -$370K -4,428 -3%
SEI Investments
34
SEI Investments
Pennsylvania
$13M -$3.21M -38,420 -20%
TAM
35
Third Avenue Management
New York
$12.5M – – –
Barclays
36
Barclays
United Kingdom
$11.7M +$2.72M +32,531 +30%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$11.2M +$1.69M +20,230 +18%
Walleye Capital
38
Walleye Capital
New York
$10.4M +$10.4M +124,853 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$9.87M -$12.4K -149 -0.1%
CAM
40
Congress Asset Management
Massachusetts
$8.98M -$153K -1,835 -2%
GCM
41
Gator Capital Management
Florida
$8.6M +$185K +2,218 +2%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.58M -$267K -3,190 -3%
MOACM
43
Mutual of America Capital Management
New York
$8.3M -$220K -2,630 -3%
AllianceBernstein
44
AllianceBernstein
Tennessee
$8.21M -$262K -3,139 -3%
Invesco
45
Invesco
Georgia
$8.2M +$358K +4,283 +5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$7.59M -$682K -8,162 -8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.59M -$877K -10,500 -10%
First Trust Advisors
48
First Trust Advisors
Illinois
$7.4M -$5.22M -62,533 -41%
Man Group
49
Man Group
United Kingdom
$7.18M +$7.18M +85,918 New
Deutsche Bank
50
Deutsche Bank
Germany
$7.13M +$1.19M +14,262 +20%
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