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UMB Financial
UMBF

Overview Fund Activity

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
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.8%
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

1
Morgan Stanley
Morgan Stanley
New York
+$36.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.2M
3
BlackRock
BlackRock
New York
+$22.1M
4
GKIM
GW&K Investment Management
Massachusetts
+$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$19.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.4M
2
American Century Companies
American Century Companies
Missouri
-$21M
3
UB
UMB Bank
Missouri
-$20.4M
4
Millennium Management
Millennium Management
New York
-$20.1M
5
HF
HRT Financial
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$1.08M +$1.08M +12,903 New
ASRS
127
Arizona State Retirement System
Arizona
$1.08M -$19.6K -235 -2%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$1.06M – – –
US Bancorp
129
US Bancorp
Minnesota
$1.03M +$14.1K +169 +1%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$1.03M -$8.36K -100 -0.8%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.03M – – –
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$979K +$272K +3,255 +38%
Franklin Resources
133
Franklin Resources
California
$972K +$836 +10 +0.1%
Renaissance Technologies
134
Renaissance Technologies
New York
$952K -$9.83M -117,700 -91%
CSS
135
Cubist Systematic Strategies
Connecticut
$914K -$88.3K -1,057 -9%
SOMRS
136
State of Michigan Retirement System
Michigan
$872K – – –
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$837K +$61K +730 +8%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$830K -$83.6K -1,000 -9%
B
139
Bailard
California
$830K – – –
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$812K +$2.67K +32 +0.3%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$805K +$66.4K +795 +9%
KeyBank National Association
142
KeyBank National Association
Ohio
$803K +$51K +610 +7%
HF
143
HRT Financial
New York
$786K -$14.6M -175,312 -95%
CC
144
Centiva Capital
New York
$777K +$777K +9,301 New
Walleye Trading
145
Walleye Trading
New York
$746K +$746K +8,932 New
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$744K – – –
PP
147
PDT Partners
New York
$742K +$742K +8,885 New
Holocene Advisors
148
Holocene Advisors
New York
$677K +$677K +8,108 New
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$669K -$20.6K -246 -3%
ACM
150
Aquatic Capital Management
Illinois
$660K +$109K +1,300 +20%
4 5
6
7 8