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UMB Financial
UMBF

Overview Fund Activity

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
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$763K -$18.6K -300 -2%
US Bancorp
127
US Bancorp
Minnesota
$756K +$9.62K +155 +1%
CSS
128
Cubist Systematic Strategies
Connecticut
$744K +$744K +11,995 New
Franklin Resources
129
Franklin Resources
California
$721K -$13.2K -212 -2%
KTA
130
Keeley-Teton Advisors
Illinois
$707K -$350K -5,633 -33%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$678K – – –
SOMRS
132
State of Michigan Retirement System
Michigan
$648K -$18.6K -300 -3%
B
133
Bailard
California
$616K -$74.5K -1,200 -11%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$613K +$387K +6,232 +171%
XT
135
XTX Topco
Cayman Islands
$606K +$606K +9,760 New
NMIMC
136
Northwestern Mutual Investment Management Company
Wisconsin
$601K -$1.06K -17 -0.2%
AIM
137
Aigen Investment Management
New York
$593K +$593K +9,555 New
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$576K +$64.2K +1,034 +13%
KeyBank National Association
139
KeyBank National Association
Ohio
$559K +$39.4K +635 +8%
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$552K – – –
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$549K -$761K -12,261 -58%
TRCT
142
Tower Research Capital (TRC)
New York
$536K +$348K +5,605 +185%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$525K -$107K -1,720 -17%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$512K +$124 +2 +0%
Federated Hermes
145
Federated Hermes
Pennsylvania
$508K +$119K +1,921 +31%
Two Sigma Investments
146
Two Sigma Investments
New York
$504K +$504K +8,129 New
EGM
147
Engineers Gate Manager
New York
$476K +$147K +2,364 +45%
FWP
148
FAS Wealth Partners
Kansas
$458K -$53.7K -865 -10%
KCPG
149
Kavar Capital Partners Group
Kansas
$453K +$12.4K +200 +3%
Allianz Asset Management
150
Allianz Asset Management
Germany
$430K +$120K +1,933 +39%
4 5
6
7 8