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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 %
Rafferty Asset Management
101
Rafferty Asset Management
New York
$1.51M 26,137 +16,635 +175%
ECM
102
ExodusPoint Capital Management
New York
$1.49M 25,738 +14,865 +137%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$1.48M 25,570 -2,200 -8%
Creative Planning
104
Creative Planning
Kansas
$1.46M 25,277 +8,236 +48%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.43M 24,833 +1,917 +8%
GCP
106
GSA Capital Partners
United Kingdom
$1.41M 24,397 +24,397 New
AIP
107
Ameritas Investment Partners
Nebraska
$1.36M 23,519 -1,132 -5%
BCM
108
Bridgeway Capital Management
Texas
$1.34M 23,300 +23,300 New
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$1.32M 22,912 -8,895 -28%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M 22,629 +120 +0.5%
IP
111
Isthmus Partners
Wisconsin
$1.3M 22,506 +1,290 +6%
GC
112
Guggenheim Capital
Illinois
$1.29M 22,319 +4,157 +23%
PP
113
PDT Partners
New York
$1.28M 22,214 +9 +0%
GCM
114
Graham Capital Management
Connecticut
$1.28M 22,120 +18,732 +553%
YCM
115
Yousif Capital Management
Michigan
$1.27M 22,013 -150 -0.7%
MPM
116
Meritage Portfolio Management
Kansas
$1.25M 21,721 – –
FNBOO
117
First National Bank of Omaha
Nebraska
$1.23M 21,360 +782 +4%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$1.23M 21,294 +14,768 +226%
TCM
119
Tang Capital Management
California
$1.15M 20,000 +20,000 New
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M 19,587 +27 +0.1%
SG Americas Securities
121
SG Americas Securities
New York
$1.12M 19,422 +9,735 +100%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$1.1M 19,104 – –
TRCT
123
Tower Research Capital (TRC)
New York
$1.03M 17,851 +13,481 +308%
KTA
124
Keeley-Teton Advisors
Illinois
$1.02M 17,669 – –
QC
125
Quadrature Capital
United Kingdom
$1.01M 17,594 +17,594 New
3 4
5
6 7