UMBF icon

UMB Financial

242 hedge funds and large institutions have $2.69B invested in UMB Financial in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less call options, than puts

Call options by funds: $422K | Put options by funds: $446K

3.77% less ownership

Funds ownership: 92.79%89.01% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$422K
Puts
$446K
Net Calls
Net Calls Change

Top Buyers

1 +$68M
2 +$19.5M
3 +$15.7M
4
HF
HRT Financial
New York
+$11.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.34M

Top Sellers

1 -$133M
2 -$104M
3 -$23M
4
UB
UMB Bank
Missouri
-$8.24M
5
Man Group
Man Group
United Kingdom
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$763K
127
$756K
128
$744K
129
$721K
130
$707K
131
$678K
132
$648K
133
$616K
134
$613K
135
$606K
136
$601K
137
$593K
138
$576K
139
$559K
140
$552K
141
$549K
142
$536K
143
$525K
144
$512K
145
$508K
146
$504K
147
$476K
148
$458K
149
$453K
150
$430K