UMBF icon

UMB Financial

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less call options, than puts

Call options by funds: $422K | Put options by funds: $446K

3.77% less ownership

Funds ownership: 92.79%89.01% (-3.8%)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$422K
Puts
$446K
Net Calls
Net Calls Change

Top Buyers

1 +$68M
2 +$19.5M
3 +$15.7M
4
HF
HRT Financial
New York
+$11.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.34M

Top Sellers

1 -$133M
2 -$104M
3 -$23M
4
UB
UMB Bank
Missouri
-$8.24M
5
Man Group
Man Group
United Kingdom
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$429K
152
$414K
153
$410K
154
$406K
155
$392K
156
$382K
157
$374K
158
$368K
159
$360K
160
$353K
161
$328K
162
$324K
163
$321K
164
$320K
165
$306K
166
$299K
167
$296K
168
$278K
169
$272K
170
$266K
171
$248K
172
$242K
173
$239K
174
$235K
175
$234K