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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 %
GC
51
Guggenheim Capital
Illinois
$4.62M +$3.26M +53,603 +240%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$4.57M -$250K -4,100 -5%
Rafferty Asset Management
53
Rafferty Asset Management
New York
$4.37M +$2.77M +45,557 +174%
RIP
54
Rhino Investment Partners
Pennsylvania
$4.17M +$4.17M +68,500 New
Deutsche Bank
55
Deutsche Bank
Germany
$4.17M -$2.86M -46,931 -41%
AG
56
Algert Global
California
$4.14M +$2.03M +33,371 +97%
EC
57
EJF Capital
Virginia
$4.07M +$4.07M +66,802 New
NIG
58
NFJ Investment Group
Texas
$4.05M +$4.05M +66,456 New
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$4M -$5.3M -87,095 -57%
CS
60
Credit Suisse
Switzerland
$3.79M +$1.12M +18,346 +42%
AM
61
AGF Management
Ontario, Canada
$3.53M +$1.23M +20,190 +53%
MYAM
62
Meiji Yasuda Asset Management
Japan
$3.49M -$68.9K -1,132 -2%
PI
63
Putnam Investments
Massachusetts
$3.45M -$526K -8,635 -13%
Citigroup
64
Citigroup
New York
$3.44M +$3.14M +51,627 +1,053%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$3.43M -$34.1K -560 -1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$3.29M -$165K -2,716 -5%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.23M +$1.56M +25,644 +94%
UBS AM
68
UBS AM
Illinois
$3.01M – – –
GIA
69
GHP Investment Advisors
Colorado
$2.99M +$221K +3,193 +8%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.97M -$56.9K -934 -2%
MIM
71
MetLife Investment Management
New Jersey
$2.95M -$15.2K -250 -0.5%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$2.9M -$705K -11,581 -20%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$2.84M +$1.54M +25,314 +119%
WIM
74
WealthPlan Investment Management
Nebraska
$2.73M -$845K -13,876 -24%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.73M -$206K -3,376 -7%
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