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UMB Financial
UMBF

Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in UMB Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-34
Holders Change %
-13.13%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
79
Reduced
90
Closed
64
Calls
$505K
Puts
$536K
Net Calls
-$31K
Net Calls Change
+$246K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$158M
2
State Street
State Street
Massachusetts
$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$90.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.5M
5
ProShare Advisors
ProShare Advisors
Maryland
$34.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$435K
2
Vanguard Group
Vanguard Group
Pennsylvania
$261M
3
Invesco
Invesco
Georgia
$5.68M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$303K -$6.15K -101 -2%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$295K +$295K +4,816 New
PAMS
153
Pictet Asset Management (Switzerland)
Switzerland
$293K – – –
LRPA
154
L. Roy Papp & Associates
Arizona
$273K – – –
EI
155
Ethic Inc
New York
$271K +$271K +4,446 New
SO
156
STRS Ohio
Ohio
$261K +$18.2K +300 +8%
FAG
157
Fortitude Advisory Group
Washington
$259K – – –
PA
158
Profund Advisors
Maryland
$251K +$26.9K +442 +12%
AA
159
ALPS Advisors
Colorado
$251K +$1.52K +25 +0.6%
GAM
160
Gotham Asset Management
New York
$246K -$6.52K -107 -3%
ACM
161
Aquatic Capital Management
Illinois
$244K -$305K -5,000 -56%
NSEDCP
162
NJ State Employees Deferred Compensation Plan
New Jersey
$244K – – –
SAM
163
Securian Asset Management
Minnesota
$236K -$6.09K -100 -3%
TI
164
Tidal Investments
Wisconsin
$235K -$21K -344 -8%
AP
165
Atwood & Palmer
Missouri
$229K – – –
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$226K -$61 -1 -0%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$222K -$240K -3,937 -52%
S
168
SignatureFD
Georgia
$219K +$162K +2,662 +287%
YIH
169
Y-Intercept (HK)
Hong Kong
$212K -$728K -11,951 -77%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$210K +$210K +3,441 New
CGH
171
Crossmark Global Holdings
Texas
$209K +$209K +2,954 New
VRS
172
Virginia Retirement Systems
Virginia
$207K -$201K -3,300 -49%
KHC
173
Koesten Hirschmann & Crabtree
Kansas
$206K – – –
QC
174
Quadrature Capital
United Kingdom
$205K -$866K -14,232 -81%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$196K – – –
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7
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