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UMB Financial
UMBF

Overview Fund Activity

242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$2.95M +$55K +887 +2%
MIM
77
MetLife Investment Management
New Jersey
$2.93M -$70.7K -1,140 -2%
PI
78
Putnam Investments
Massachusetts
$2.84M -$674K -10,860 -19%
GIA
79
GHP Investment Advisors
Colorado
$2.74M +$76.6K +1,239 +3%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$182K -2,936 -7%
EC
81
EJF Capital
Virginia
$2.42M -$1.72M -27,724 -42%
CB
82
Commerce Bank
Missouri
$2.35M – – –
TPSF
83
Texas Permanent School Fund
Texas
$2.3M -$88.1K -1,420 -4%
FCI
84
Financial Counselors Inc
Kansas
$2.29M -$28.9K -466 -1%
Wells Fargo
85
Wells Fargo
California
$2.13M -$376K -6,055 -15%
Creative Planning
86
Creative Planning
Kansas
$2.12M +$77.8K +1,254 +4%
EPCA
87
Elizabeth Park Capital Advisors
Ohio
$2.12M +$130K +2,100 +7%
Canada Life
88
Canada Life
Manitoba, Canada
$2.07M +$143K +2,300 +7%
Squarepoint
89
Squarepoint
New York
$2.02M +$2.02M +32,505 New
SG Americas Securities
90
SG Americas Securities
New York
$1.9M +$1.9M +30,591 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$1.8M -$1.15M -18,579 -39%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$1.68M +$70.4K +1,134 +4%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.64M – – –
Citigroup
94
Citigroup
New York
$1.64M -$1.87M -30,163 -53%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.64M -$1.14M -18,446 -41%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.61M +$697K +11,240 +77%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$1.58M +$1.58M +25,498 New
AB
98
Amalgamated Bank
New York
$1.57M -$61.2K -987 -4%
WMSA
99
Weiss Multi-Strategy Advisers
New York
$1.5M -$294K -4,743 -16%
BCM
100
Bridgeway Capital Management
Texas
$1.45M – – –
2 3
4
5 6