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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 %
MIM
76
MetLife Investment Management
New Jersey
$3.91M -$31.8K -381 -0.8%
Jane Street
77
Jane Street
New York
$3.82M +$2.15M +25,733 +129%
GIA
78
GHP Investment Advisors
Colorado
$3.68M -$25.8K -309 -0.7%
CB
79
Commerce Bank
Missouri
$3.4M +$236K +2,827 +7%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.34M -$886K -10,605 -21%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$3.3M +$1.68M +20,100 +104%
TPSF
82
Texas Permanent School Fund
Texas
$3.15M +$59.5K +712 +2%
Creative Planning
83
Creative Planning
Kansas
$3.09M +$234K +2,801 +8%
FCI
84
Financial Counselors Inc
Kansas
$3.07M -$7.94K -95 -0.3%
Wells Fargo
85
Wells Fargo
California
$3.05M +$188K +2,251 +7%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.96M -$333K -3,982 -10%
GC
87
Guggenheim Capital
Illinois
$2.94M -$3.25M -38,948 -53%
EC
88
EJF Capital
Virginia
$2.89M -$379K -4,534 -12%
EPCA
89
Elizabeth Park Capital Advisors
Ohio
$2.85M – – –
Canada Life
90
Canada Life
Manitoba, Canada
$2.74M -$40K -480 -1%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$2.61M +$2.3M +27,493 +726%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$2.46M +$38.1K +456 +2%
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
$2.42M +$2.42M +28,964 New
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$2.35M +$86.3K +1,033 +4%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$2.28M +$71.5K +856 +3%
AB
96
Amalgamated Bank
New York
$2.1M -$7.6K -91 -0.4%
ECM
97
ExodusPoint Capital Management
New York
$1.98M +$1.69M +20,289 +597%
BCM
98
Bridgeway Capital Management
Texas
$1.95M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92M -$4.01M -48,000 -68%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89M – – –
2 3
4
5 6