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UMB Financial
UMBF

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

403% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $209K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

34% more capital invested

Capital invested by funds: $2.69B → $3.61B (+$920M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

7% more funds holding

Funds holding: 242 → 259 (+17)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.06% less ownership

Funds ownership: 89.01% → 88.95% (-0.06%)

Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.78%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$18.7M
3
BlackRock
BlackRock
New York
+$18.6M
4
GKIM
GW&K Investment Management
Massachusetts
+$17.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.7M
2
American Century Companies
American Century Companies
Missouri
-$17.7M
3
UB
UMB Bank
Missouri
-$17.2M
4
Millennium Management
Millennium Management
New York
-$16.9M
5
HF
HRT Financial
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
126
Raymond James Financial Services Advisors
Florida
$1.08M +$908K +12,903 New
ASRS
127
Arizona State Retirement System
Arizona
$1.08M -$16.5K -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 +$11.9K +169 +1%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$1.03M -$7.03K -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 +$229K +3,255 +38%
Franklin Resources
133
Franklin Resources
California
$972K +$703 +10 +0.1%
Renaissance Technologies
134
Renaissance Technologies
New York
$952K -$8.28M -117,700 -91%
CSS
135
Cubist Systematic Strategies
Connecticut
$914K -$74.3K -1,057 -9%
SOMRS
136
State of Michigan Retirement System
Michigan
$872K – – –
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$837K +$51.3K +730 +8%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$830K -$70.3K -1,000 -9%
B
139
Bailard
California
$830K – – –
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$812K +$2.25K +32 +0.3%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$805K +$55.9K +795 +9%
KeyBank National Association
142
KeyBank National Association
Ohio
$803K +$42.9K +610 +7%
HF
143
HRT Financial
New York
$786K -$12.3M -175,312 -95%
CC
144
Centiva Capital
New York
$777K +$654K +9,301 New
Walleye Trading
145
Walleye Trading
New York
$746K +$628K +8,932 New
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$744K – – –
PP
147
PDT Partners
New York
$742K +$625K +8,885 New
Holocene Advisors
148
Holocene Advisors
New York
$677K +$570K +8,108 New
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$669K -$17.3K -246 -3%
ACM
150
Aquatic Capital Management
Illinois
$660K +$91.4K +1,300 +20%
4 5
6
7 8

UMBF Hedge Fund Activity: Q4 2023 in Review

259 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2023, worth a combined $3.61B — up 34% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMBF positions and 25 closed out — a net gain of 19 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Wellington Management Group, cutting an estimated $67.7M.

  • 259 institutional investors held UMB Financial (UMBF) as of Q4 2023, up from 242 in Q3 2023.
  • Funds reported $3.61B of UMB Financial stock for Q4 2023, up 34% quarter-over-quarter.
  • 44 funds opened new UMB Financial positions in Q4 2023 and 25 closed out, a net change of +19 holders.
  • The largest UMB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $31.1M added.
  • The largest UMB Financial seller in Q4 2023 was Wellington Management Group, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2023.