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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 %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$1.19M +$28.1K +462 +2%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$1.08M -$315K -5,170 -23%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$1.07M +$19.5K +320 +2%
KTA
104
Keeley-Teton Advisors
Illinois
$1.04M -$39K -640 -4%
Mariner
105
Mariner
Kansas
$1.03M +$254K +4,165 +33%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$951K +$3.23K +53 +0.3%
PCMK
107
Paragon Capital Management (Kansas)
Kansas
$942K – – –
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$912K – – –
Citadel Advisors
109
Citadel Advisors
Florida
$897K -$5.56M -91,313 -86%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$893K -$1.33M -21,843 -60%
AWA
111
Aaron Wealth Advisors
Illinois
$847K +$282K +4,638 +50%
Prudential Financial
112
Prudential Financial
New Jersey
$796K +$181K +2,964 +29%
ASRS
113
Arizona State Retirement System
Arizona
$788K -$21.6K -355 -3%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$780K +$79.2K +1,300 +11%
RL
115
Retireful LLC
Michigan
$772K +$772K +12,679 New
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$767K -$12.2K -200 -2%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$766K +$284K +4,660 +59%
US Bancorp
118
US Bancorp
Minnesota
$733K +$133K +2,181 +22%
Franklin Resources
119
Franklin Resources
California
$721K +$721K +11,832 New
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$711K -$63.5K -1,042 -8%
B
121
Bailard
California
$678K +$341K +5,600 +101%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$666K -$30.5K -500 -4%
SOMRS
123
State of Michigan Retirement System
Michigan
$654K -$12.2K -200 -2%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$620K -$358K -5,881 -37%
NMIMC
125
Northwestern Mutual Investment Management Company
Wisconsin
$591K +$3.35K +55 +0.6%
3 4
5
6 7