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UMB Financial
UMBF

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$22.2M
3
BlackRock
BlackRock
New York
+$22.1M
4
GKIM
GW&K Investment Management
Massachusetts
+$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$19.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$80.4M
2
American Century Companies
American Century Companies
Missouri
-$21M
3
UB
UMB Bank
Missouri
-$20.4M
4
Millennium Management
Millennium Management
New York
-$20.1M
5
HF
HRT Financial
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
176
Fortitude Advisory Group
Washington
$381K -$165K -1,979 -30%
EGM
177
Engineers Gate Manager
New York
$377K -$264K -3,157 -41%
PMEF
178
Point72 Middle East FZE
United Arab Emirates
$375K +$192K +2,300 +105%
QC
179
Quadrature Capital
United Kingdom
$372K +$372K +4,453 New
LRPA
180
L. Roy Papp & Associates
Arizona
$364K -$10.9K -130 -3%
LPL Financial
181
LPL Financial
California
$351K +$55.5K +664 +19%
NSEDCP
182
NJ State Employees Deferred Compensation Plan
New Jersey
$334K – – –
BCM
183
Bayesian Capital Management
New York
$332K -$66.8K -800 -17%
AA
184
AlphaMark Advisors
Kentucky
$331K +$16.2K +194 +5%
AP
185
Atwood & Palmer
Missouri
$316K – – –
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$311K +$1K +12 +0.3%
SAM
187
Securian Asset Management
Minnesota
$309K – – –
PA
188
Profund Advisors
Maryland
$309K +$9.94K +119 +3%
HighTower Advisors
189
HighTower Advisors
Illinois
$293K -$80.7K -961 -22%
S
190
SignatureFD
Georgia
$293K -$19.2K -230 -6%
P
191
Pitcairn
Pennsylvania
$287K +$287K +3,431 New
VPIM
192
Vanguard Personalized Indexing Management
California
$283K +$283K +3,392 New
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$283K +$283K +3,390 New
KHC
194
Koesten Hirschmann & Crabtree
Kansas
$283K – – –
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$269K – – –
ES
196
ETF Store
Kansas
$251K +$251K +3,009 New
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$249K +$249K +2,985 New
KCM
198
Kornitzer Capital Management
Kansas
$236K +$236K +2,820 New
SG Americas Securities
199
SG Americas Securities
New York
$235K -$2.33M -27,784 -91%
HNWAG
200
High Net Worth Advisory Group
Florida
$234K +$234K +2,800 New
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