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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 %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.58M +$1.02M +16,729 +65%
Wells Fargo
77
Wells Fargo
California
$2.46M -$1.13M -18,598 -32%
TPSF
78
Texas Permanent School Fund
Texas
$2.34M -$88K -1,445 -4%
CB
79
Commerce Bank
Missouri
$2.3M +$534K +8,763 +30%
MCM
80
Maltese Capital Management
New York
$2.28M +$2.28M +37,500 New
WP
81
WealthPLAN Partners
Nebraska
$2.28M -$1.33M -21,837 -37%
FCI
82
Financial Counselors Inc
Kansas
$2.27M -$173K -2,834 -7%
Creative Planning
83
Creative Planning
Kansas
$2.01M +$466K +7,649 +30%
AQR Capital Management
84
AQR Capital Management
Connecticut
$1.96M -$4.01M -65,796 -67%
EPCA
85
Elizabeth Park Capital Advisors
Ohio
$1.95M +$1.95M +32,048 New
Canada Life
86
Canada Life
Manitoba, Canada
$1.89M -$186K -3,054 -9%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$1.79M -$454K -7,458 -20%
WMSA
88
Weiss Multi-Strategy Advisers
New York
$1.76M -$3.48M -57,069 -66%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$1.61M +$1.61M +26,480 New
AB
90
Amalgamated Bank
New York
$1.6M -$83.7K -1,374 -5%
AIP
91
Ameritas Investment Partners
Nebraska
$1.59M +$159K +2,619 +11%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.59M -$182K -2,992 -10%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$1.58M +$68.3K +1,122 +5%
BCM
94
Bridgeway Capital Management
Texas
$1.42M – – –
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M – – –
MPM
96
Meritage Portfolio Management
Kansas
$1.32M – – –
FNBOO
97
First National Bank of Omaha
Nebraska
$1.31M +$8.89K +146 +0.7%
YCM
98
Yousif Capital Management
Michigan
$1.3M -$39.9K -655 -3%
COPPSERS
99
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.29M +$92.4K +1,517 +8%
UBS Group
100
UBS Group
Switzerland
$1.24M -$864K -14,181 -41%
2 3
4
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