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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 %
B
176
Bailard
California
$319K -$179K -3,100 -36%
MAM
177
Martingale Asset Management
Massachusetts
$317K – – –
PFO
178
Pathstone Family Office
New Jersey
$316K -$615K -10,533 -66%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$309K +$98.7K +1,709 +47%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$293K +$60.8K +1,053 +26%
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$290K -$223K -3,861 -43%
HighTower Advisors
182
HighTower Advisors
Illinois
$286K -$5.46K -95 -2%
Citigroup
183
Citigroup
New York
$283K -$574K -9,944 -67%
PAMS
184
Pictet Asset Management (Switzerland)
Switzerland
$278K -$34.2K -592 -11%
Two Sigma Advisers
185
Two Sigma Advisers
New York
$277K +$277K +4,800 New
II
186
Inspire Investing
Idaho
$275K +$113K +1,956 +70%
CAN
187
Cetera Advisor Networks
California
$274K -$28.6K -495 -9%
AWM
188
AE Wealth Management
Kansas
$266K -$196K -3,402 -43%
Verition Fund Management
189
Verition Fund Management
Connecticut
$260K +$260K +4,497 New
LRPA
190
L. Roy Papp & Associates
Arizona
$259K – – –
PCM
191
Prelude Capital Management
New York
$256K +$256K +4,433 New
FAG
192
Fortitude Advisory Group
Washington
$246K – – –
OR
193
Olympiad Research
Connecticut
$245K +$245K +4,240 New
TI
194
Tidal Investments
Wisconsin
$243K +$243K +4,202 New
GAM
195
Gotham Asset Management
New York
$239K +$239K +4,143 New
AA
196
ALPS Advisors
Colorado
$236K +$29.6K +512 +14%
NSEDCP
197
NJ State Employees Deferred Compensation Plan
New Jersey
$231K – – –
SO
198
STRS Ohio
Ohio
$230K – – –
SAM
199
Securian Asset Management
Minnesota
$229K – – –
CTC
200
Central Trust Company
Missouri
$226K – – –
6 7
8
9 10