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UMB Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$185K -$902K -14,814 -83%
CTC
177
Central Trust Company
Missouri
$157K -$81.9K -1,344 -34%
LTI
178
Laffer Tengler Investments
Tennessee
$154K +$365 +6 +0.2%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$150K +$6.58K +108 +5%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$141K -$25.3K -416 -15%
QCG
181
Quadrant Capital Group
Ohio
$116K +$41.5K +682 +56%
Osaic Holdings
182
Osaic Holdings
Arizona
$115K -$8.53K -140 -7%
EC
183
Elequin Capital
New York
$106K +$106K +1,739 New
C
184
Covestor
United Kingdom
$104K +$82.3K +1,352 +379%
DCM
185
Dupont Capital Management
Delaware
$80.8K -$9.2K -151 -10%
CSB
186
City State Bank
Iowa
$49K +$30.6K +500 +167%
PA
187
Parallel Advisors
California
$48.8K -$24.8K -408 -34%
NA
188
NewEdge Advisors
Louisiana
$43K +$5.9K +97 +16%
KBC Group
189
KBC Group
Belgium
$36K -$164K -2,703 -82%
PI
190
PineBridge Investments
New York
$36K
MTIC
191
Missouri Trust & Investment Company
Missouri
$30.5K
JWM
192
Janiczek Wealth Management
Colorado
$28.8K +$27.8K +454 +2,671%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$25K -$1.24K -20 -5%
FHA
194
First Horizon Advisors
Tennessee
$20K
Nomura Asset Management
195
Nomura Asset Management
Japan
$18.3K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$17.8K +$5.12K +84 +40%
LC
197
Lindbrook Capital
California
$17.8K +$7.73K +127 +77%
LFG
198
Larson Financial Group
Missouri
$12.2K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$7.8K
WWP
200
WR Wealth Planners
Missouri
$7.25K