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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 %
AQR Capital Management
51
AQR Capital Management
Connecticut
$5.66M 98,019 -108,399 -53%
AIG
52
American International Group
New York
$5.07M 87,916 -187 -0.2%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$5M 86,605 +69,823 +416%
WMSA
54
Weiss Multi-Strategy Advisers
New York
$4.96M 86,000 +86,000 New
CAM
55
Congress Asset Management
Massachusetts
$4.82M 83,515 +6,863 +9%
E
56
Ergoteles
New York
$4.66M 80,769 +43,722 +118%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$4.57M 79,212 – –
EAM
58
Eagle Asset Management
Florida
$4.27M 74,030 +2,610 +4%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$3.91M 67,805 +63,706 +1,554%
PI
60
Putnam Investments
Massachusetts
$3.77M 65,236 +559 +0.9%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$3.72M 64,403 +64,403 New
Axa
62
Axa
France
$3.53M 61,100 +41,300 +209%
TC
63
TwinBeech Capital
New York
$3.45M 59,780 +59,780 New
WP
64
WealthPLAN Partners
Nebraska
$3.42M 59,212 -41,488 -41%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$3.41M 59,153 +36,304 +159%
Wells Fargo
66
Wells Fargo
California
$3.4M 58,920 +13,011 +28%
WIM
67
WealthPlan Investment Management
Nebraska
$3.39M 58,725 -30,464 -34%
MYAM
68
Meiji Yasuda Asset Management
Japan
$3.38M 58,466 +8,954 +18%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$3.28M 56,821 -488 -0.9%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.27M 56,705 -803 -1%
Barclays
71
Barclays
United Kingdom
$3.02M 52,259 +7,103 +16%
UBS AM
72
UBS AM
Illinois
$3.01M 52,149 +3,397 +7%
Assenagon Asset Management
73
Assenagon Asset Management
Luxembourg
$2.95M 51,188 +29,337 +134%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.86M 49,627 -1,344 -3%
MIM
75
MetLife Investment Management
New Jersey
$2.81M 48,618 -1,298 -3%
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