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UMB Financial
UMBF

Overview Fund Activity

259 hedge funds and large institutions have $2.46B invested in UMB Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 73 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
109
Reduced
73
Closed
49
Calls
$3.41M
Puts
$3.69M
Net Calls
-$277K
Net Calls Change
+$166K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.8M
2
State Street
2
State Street
Massachusetts
$239M
3
Invesco
3
Invesco
Georgia
$13.7M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$6.79M
5
Millennium Management
5
Millennium Management
New York
$26.2M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$20.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Aquatic Capital Management
Illinois
$519K +$519K +9,000 New
PMEF
152
Point72 Middle East FZE
United Arab Emirates
$488K +$488K +8,454 New
KeyBank National Association
153
KeyBank National Association
Ohio
$485K -$24.2K -420 -5%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$476K +$58 +1 +0%
FWP
155
FAS Wealth Partners
Kansas
$471K +$17.8K +309 +4%
XT
156
XTX Topco
Cayman Islands
$468K +$468K +8,103 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$463K -$115K -2,000 -20%
State Board of Administration of Florida Retirement System
158
State Board of Administration of Florida Retirement System
Florida
$457K – – –
NYLIM
159
New York Life Investment Management
New York
$457K +$121K +2,092 +36%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$456K +$63.5K +1,100 +16%
PTC
161
Petrus Trust Company
Texas
$441K +$441K +7,641 New
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$437K +$107K +1,858 +32%
CANY
163
Caxton Associates (New York)
New York
$434K +$434K +7,522 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$430K +$23.4K +395 +6%
KCPG
165
Kavar Capital Partners Group
Kansas
$410K – – –
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$395K – – –
X
167
Xponance
Pennsylvania
$394K +$3K +52 +0.8%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$387K – – –
VRS
169
Virginia Retirement Systems
Virginia
$387K +$63.5K +1,100 +20%
VI
170
Versor Investments
New York
$381K -$46.2K -800 -11%
OQS
171
Occudo Quantitative Strategies
Florida
$364K +$364K +6,304 New
SM
172
Sciencast Management
New Jersey
$362K +$362K +6,704 New
SOADOR
173
State of Alaska Department of Revenue
Alaska
$346K -$2.31K -40 -0.7%
CCB
174
Country Club Bank
Missouri
$335K +$73.9K +1,261 +28%
UCMOK
175
United Capital Management of KS
Kansas
$325K +$58 +1 +0%
5 6
7
8 9