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UMB Financial
UMBF

Overview Fund Activity

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
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
79
Reduced
89
Closed
20
Calls
$422K
Puts
$446K
Net Calls
-$24K
Net Calls Change
+$7K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$161M
2
Millennium Management
2
Millennium Management
New York
$19.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$36.8M
4
HF
4
HRT Financial
New York
$11.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$85.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.8M
2
State Street
2
State Street
Massachusetts
$187M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$7.05M
4
UB
4
UMB Bank
Missouri
$344M
5
Man Group
5
Man Group
United Kingdom
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$234K +$234K +3,770 New
EP
177
Edgestream Partners
New Jersey
$232K -$323K -5,206 -58%
S
178
SignatureFD
Georgia
$232K +$8.81K +142 +4%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$230K -$186 -3 -0.1%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$230K -$335K -5,404 -59%
SAM
181
Securian Asset Management
Minnesota
$229K -$10.7K -172 -4%
TI
182
Tidal Investments
Wisconsin
$229K -$10.1K -162 -4%
VI
183
Vestcor Inc
New Brunswick, Canada
$224K +$224K +3,615 New
PA
184
Profund Advisors
Maryland
$222K -$33.8K -545 -13%
LPL Financial
185
LPL Financial
California
$220K +$220K +3,541 New
MM
186
MQS Management
New York
$217K +$217K +3,504 New
AWS
187
Atria Wealth Solutions
New York
$215K +$215K +3,442 New
ECM
188
ExodusPoint Capital Management
New York
$211K +$211K +3,400 New
KHC
189
Koesten Hirschmann & Crabtree
Kansas
$210K – – –
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$200K – – –
Jones Financial Companies
191
Jones Financial Companies
Missouri
$199K +$199K +3,200 New
QT
192
Quantbot Technologies
New York
$179K +$179K +2,879 New
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$169K +$169K +2,718 New
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$158K +$5.03K +81 +3%
Osaic Holdings
195
Osaic Holdings
Arizona
$154K +$36.7K +592 +31%
CTC
196
Central Trust Company
Missouri
$143K -$16.4K -265 -10%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$143K -$186 -3 -0.1%
PMEF
198
Point72 Middle East FZE
United Arab Emirates
$135K +$135K +2,183 New
QCG
199
Quadrant Capital Group
Ohio
$119K +$1.49K +24 +1%
C
200
Covestor
United Kingdom
$80K -$26.6K -427 -25%
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