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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$997K -$6.06K -105 -0.6%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$927K +$146K +2,534 +19%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$899K +$1.16K +20 +0.1%
PCMK
129
Paragon Capital Management (Kansas)
Kansas
$893K -$18.2K -315 -2%
YIH
130
Y-Intercept (HK)
Hong Kong
$891K +$891K +15,435 New
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$865K +$118K +2,050 +16%
ASRS
132
Arizona State Retirement System
Arizona
$768K +$20.1K +349 +3%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$739K – – –
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$735K -$325K -5,622 -31%
Mariner
135
Mariner
Kansas
$735K -$19.1K -331 -3%
Truist Financial
136
Truist Financial
North Carolina
$678K +$678K +11,743 New
CWA
137
CM Wealth Advisors
Ohio
$669K +$669K +10,868 New
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$664K -$5.77K -100 -0.9%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$660K +$289K +5,000 +78%
VF
140
Virtu Financial
New York
$651K +$651K +11,282 New
SOMRS
141
State of Michigan Retirement System
Michigan
$632K -$5.77K -100 -0.9%
Simplex Trading
142
Simplex Trading
Illinois
$626K +$626K +10,862 New
Prudential Financial
143
Prudential Financial
New Jersey
$583K +$264K +4,572 +83%
US Bancorp
144
US Bancorp
Minnesota
$569K -$284K -4,915 -33%
PP
145
Prudential plc
United Kingdom
$566K -$15.9K -276 -3%
NMIMC
146
Northwestern Mutual Investment Management Company
Wisconsin
$557K +$325K +5,623 +140%
CIC
147
Cornercap Investment Counsel
Georgia
$543K +$543K +9,400 New
AWA
148
Aaron Wealth Advisors
Illinois
$535K +$535K +9,269 New
Federated Hermes
149
Federated Hermes
Pennsylvania
$531K +$31.7K +550 +6%
AC
150
AXQ Capital
New Jersey
$525K +$525K +9,100 New
4 5
6
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