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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
Goldman Sachs
New York
$158M
2
State Street
State Street
Massachusetts
$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$90.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.5M
5
ProShare Advisors
ProShare Advisors
Maryland
$34.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$435K
2
Vanguard Group
Vanguard Group
Pennsylvania
$261M
3
Invesco
Invesco
Georgia
$5.68M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
126
Pacer Advisors
Pennsylvania
$555K +$555K +9,110 New
BFM
127
Boothbay Fund Management
New York
$548K +$548K +9,000 New
EP
128
Edgestream Partners
New Jersey
$545K +$545K +8,945 New
NMERB
129
New Mexico Educational Retirement Board
New Mexico
$542K +$60.9K +1,000 +13%
KeyBank National Association
130
KeyBank National Association
Ohio
$510K -$1.52K -25 -0.3%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$503K +$61 +1 +0%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$502K +$85.2K +1,399 +20%
FWP
133
FAS Wealth Partners
Kansas
$502K +$5.24K +86 +1%
WG
134
Winton Group
United Kingdom
$500K -$1.12M -18,442 -69%
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$474K +$148K +2,431 +45%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$453K +$43.6K +715 +11%
Millennium Management
137
Millennium Management
New York
$435K -$27.2M -446,833 -98%
NYLIM
138
New York Life Investment Management
New York
$435K -$47.3K -777 -10%
KCPG
139
Kavar Capital Partners Group
Kansas
$433K – – –
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$428K -$60.9K -1,000 -12%
X
141
Xponance
Pennsylvania
$392K -$24.1K -396 -6%
Federated Hermes
142
Federated Hermes
Pennsylvania
$381K -$178K -2,929 -32%
CCB
143
Country Club Bank
Missouri
$363K +$9.3K +150 +3%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$329K -$35.5K -584 -10%
EGM
145
Engineers Gate Manager
New York
$323K -$2.19M -35,895 -87%
II
146
Inspire Investing
Idaho
$315K +$25.3K +416 +9%
PFO
147
Pathstone Family Office
New Jersey
$312K -$19.7K -321 -6%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$307K -$156K -2,453 -34%
Allianz Asset Management
149
Allianz Asset Management
Germany
$305K +$305K +5,000 New
HighTower Advisors
150
HighTower Advisors
Illinois
$303K +$2.96K +49 +1%
4 5
6
7 8