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UMB Financial
UMBF

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

403% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $209K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

34% more capital invested

Capital invested by funds: $2.69B → $3.61B (+$920M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

7% more funds holding

Funds holding: 242 → 259 (+17)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.06% less ownership

Funds ownership: 89.01% → 88.95% (-0.06%)

Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.78%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$18.7M
3
BlackRock
BlackRock
New York
+$18.6M
4
GKIM
GW&K Investment Management
Massachusetts
+$17.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.7M
2
American Century Companies
American Century Companies
Missouri
-$17.7M
3
UB
UMB Bank
Missouri
-$17.2M
4
Millennium Management
Millennium Management
New York
-$16.9M
5
HF
HRT Financial
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
101
Meritage Portfolio Management
Kansas
$1.81M – – –
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.75M -$377K -5,360 -20%
FNBOO
103
First National Bank of Omaha
Nebraska
$1.75M -$37.7K -536 -2%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.69M +$47.7K +678 +3%
YCM
105
Yousif Capital Management
Michigan
$1.69M +$3.31K +47 +0.2%
AIP
106
Ameritas Investment Partners
Nebraska
$1.65M +$7.39K +105 +0.5%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M +$271K +3,851 +25%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1.61M +$381K +5,416 +39%
Comerica Bank
109
Comerica Bank
Texas
$1.57M +$15.8K +224 +1%
KTA
110
Keeley-Teton Advisors
Illinois
$1.55M +$501K +7,120 +62%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$1.54M +$58K +825 +5%
Prudential Financial
112
Prudential Financial
New Jersey
$1.53M -$85.1K -1,210 -6%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$1.52M -$545K -7,748 -30%
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$1.51M +$22.7K +323 +2%
AR
115
Advisory Research
Illinois
$1.49M +$1.26M +17,887 New
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.48M +$193K +2,750 +18%
A
117
AlphaQuest
New York
$1.42M +$1.19M +16,938 New
TRCT
118
Tower Research Capital (TRC)
New York
$1.32M +$503K +7,147 +83%
Mariner
119
Mariner
Kansas
$1.26M +$12.8K +182 +1%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M – – –
KCM
121
Kennedy Capital Management
Missouri
$1.19M +$999K +14,201 New
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$1.17M +$288K +4,097 +41%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$1.16M -$314K -4,470 -24%
SEC
124
Seven Eight Capital
New York
$1.14M +$964K +13,700 New
PCMK
125
Paragon Capital Management (Kansas)
Kansas
$1.12M – – –
3 4
5
6 7

UMBF Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2023, worth a combined $3.61B — up 34% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMBF positions and 25 closed out — a net gain of 19 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Wellington Management Group, cutting an estimated $67.7M.

  • 259 institutional investors held UMB Financial (UMBF) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.61B of UMB Financial stock for Q4 2023, up 34% quarter-over-quarter.
  • 44 funds opened new UMB Financial positions in Q4 2023 and 25 closed out, a net change of +19 holders.
  • The largest UMB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $31.1M added.
  • The largest UMB Financial seller in Q4 2023 was Wellington Management Group, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2023.