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UMB Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$612K -$3.93K -47 -0.6%
KCPG
152
Kavar Capital Partners Group
Kansas
$610K
Allianz Asset Management
153
Allianz Asset Management
Germany
$579K
Federated Hermes
154
Federated Hermes
Pennsylvania
$576K -$108K -1,287 -16%
CCB
155
Country Club Bank
Missouri
$562K +$66.8K +790 +13%
YIH
156
Y-Intercept (HK)
Hong Kong
$553K +$553K +6,617 New
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$551K +$551K +6,570 New
Pacer Advisors
158
Pacer Advisors
Pennsylvania
$549K +$239K +2,859 +77%
AACP
159
Advantage Alpha Capital Partners
California
$544K +$544K +6,512 New
X
160
Xponance
Pennsylvania
$536K +$7.27K +87 +1%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$532K +$90.2K +1,080 +20%
WG
162
Winton Group
United Kingdom
$529K -$28.2K -337 -5%
TC
163
TwinBeech Capital
New York
$526K +$526K +6,292 New
CAM
164
ClariVest Asset Management
California
$505K +$505K +6,049 New
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$503K -$167 -2 -0%
NYLIM
166
New York Life Investment Management
New York
$500K -$14.8K -177 -3%
CCIA
167
Campbell & Co Investment Adviser
Maryland
$483K -$1.15M -13,763 -70%
WAM
168
Wolverine Asset Management
Illinois
$470K +$470K +5,621 New
TPI
169
Trust Point Inc
Wisconsin
$460K +$460K +5,510 New
AWS
170
Atria Wealth Solutions
New York
$456K +$168K +1,996 +58%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$443K +$39.9K +478 +10%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$434K +$7.87K +93 +2%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$394K -$38.8K -465 -9%
II
174
Inspire Investing
Idaho
$383K -$29.2K -349 -7%
SCTC
175
Sanibel Captiva Trust Company
Florida
$382K +$382K +4,574 New