UMBF icon

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 %
HF
76
HRT Financial
New York
$2.79M 48,328 +27,259 +129%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$2.78M 48,162 +36,580 +316%
JF
78
Jump Financial
Illinois
$2.56M 44,435 +27,938 +169%
CS
79
Credit Suisse
Switzerland
$2.53M 43,815 +3,460 +9%
EGM
80
Engineers Gate Manager
New York
$2.38M 41,200 +19,926 +94%
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$2.35M 40,784 +40,784 New
Walleye Capital
82
Walleye Capital
New York
$2.35M 40,780 +40,780 New
FCI
83
Financial Counselors Inc
Kansas
$2.32M 40,164 +976 +2%
GIA
84
GHP Investment Advisors
Colorado
$2.3M 39,927 +285 +0.7%
TPSF
85
Texas Permanent School Fund
Texas
$2.3M 39,869 +10,637 +36%
AM
86
AGF Management
Ontario, Canada
$2.18M 37,779 -3,053 -7%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$2.13M 36,853 +574 +2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$2.11M 36,511 +11,865 +48%
UBS Group
89
UBS Group
Switzerland
$2M 34,613 +6,120 +21%
AG
90
Algert Global
California
$2M 34,555 +1,752 +5%
Canada Life
91
Canada Life
Manitoba, Canada
$1.97M 34,081 -978 -3%
Jane Street
92
Jane Street
New York
$1.93M 33,497 +27,092 +423%
Two Sigma Investments
93
Two Sigma Investments
New York
$1.93M 33,485 +33,485 New
Squarepoint
94
Squarepoint
New York
$1.75M 30,389 +15,070 +98%
CB
95
Commerce Bank
Missouri
$1.68M 29,062 – –
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.68M 29,028 -8,771 -23%
AB
97
Amalgamated Bank
New York
$1.59M 27,602 -1,820 -6%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$1.58M 27,386 -8,320 -23%
WG
99
Winton Group
United Kingdom
$1.54M 26,659 +5,341 +25%
DA
100
Duality Advisers
Florida
$1.54M 26,607 +26,607 New
2 3
4
5 6