UMBF icon

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 %
SO
51
STRS Ohio
Ohio
$6.98M +$6.62M +79,200 +1,842%
AIG
52
American International Group
New York
$6.74M -$218K -2,604 -3%
Millennium Management
53
Millennium Management
New York
$6.73M -$20.1M -240,549 -75%
WP
54
WealthPLAN Partners
Nebraska
$6.34M -$158K -1,887 -2%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$6.29M -$220K -2,636 -3%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$6.28M – – –
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$5.96M +$514K +6,148 +9%
Rafferty Asset Management
58
Rafferty Asset Management
New York
$5.92M +$1.12M +13,427 +23%
UBS Group
59
UBS Group
Switzerland
$5.82M +$731K +8,747 +14%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$5.43M +$129K +1,538 +2%
WIM
61
WealthPlan Investment Management
Nebraska
$5.17M -$2.12M -25,417 -29%
CS
62
Credit Suisse
Switzerland
$5.05M +$21.5K +257 +0.4%
GLA
63
Great Lakes Advisors
Illinois
$4.91M +$4.91M +58,773 New
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$4.81M -$5.02M -60,027 -51%
NIG
65
NFJ Investment Group
Texas
$4.75M -$804K -9,621 -14%
UBS AM
66
UBS AM
Illinois
$4.7M +$289K +3,457 +7%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$4.57M +$15K +180 +0.3%
AG
68
Algert Global
California
$4.55M -$424K -5,080 -9%
Citigroup
69
Citigroup
New York
$4.27M +$2.07M +24,769 +94%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$4.27M -$4.72M -56,446 -52%
MYAM
71
Meiji Yasuda Asset Management
Japan
$4.27M -$89.5K -1,071 -2%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$4.25M +$282K +3,369 +7%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22M -$145K -1,740 -3%
PI
74
Putnam Investments
Massachusetts
$4.21M +$387K +4,637 +10%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$4.05M -$167K -2,001 -4%
1 2
3
4 5