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UMB Financial
UMBF

Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$158M
2
State Street
State Street
Massachusetts
$286M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$90.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.5M
5
ProShare Advisors
ProShare Advisors
Maryland
$34.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$435K
2
Vanguard Group
Vanguard Group
Pennsylvania
$261M
3
Invesco
Invesco
Georgia
$5.68M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$5.91K +$5.91K +97 New
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$5.18K +$3.72K +61 +254%
QC
203
Quent Capital
New York
$4.99K – – –
EWA
204
EverSource Wealth Advisors
Alabama
$4.08K +$3.65K +60 +857%
KFI
205
Key Financial Inc
Pennsylvania
$3.84K +$3.84K +63 New
PTC
206
Private Trust Company
Ohio
$3.11K +$609 +10 +24%
FIA
207
FNY Investment Advisers
New York
$3K – – –
GA
208
GoalVest Advisory
New York
$2.68K +$2.68K +44 New
MCM
209
Manchester Capital Management
Vermont
$2.19K -$161K -2,643 -99%
FCA
210
FinTrust Capital Advisors
South Carolina
$2.01K – – –
Bessemer Group
211
Bessemer Group
New Jersey
$2K +$2K +34 New
HCP
212
Hexagon Capital Partners
Arkansas
$1.95K -$853 -14 -30%
BIA
213
Bell Investment Advisors
California
$1.89K -$731 -12 -28%
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.89K +$1.89K +31 New
CWP
215
Concord Wealth Partners
Virginia
$1.71K +$183 +3 +12%
IA
216
IFP Advisors
Florida
$1.58K – – –
PFP
217
Pinnacle Financial Partners
Tennessee
$1.28K – – –
HNB
218
Huntington National Bank
Ohio
$1.22K +$1.22K +20 New
VCM
219
Versant Capital Management
Arizona
$1.1K +$913 +15 +500%
CAL
220
Capital Advisors Ltd
Ohio
$1K +$1K +13 New
GWS
221
Glassman Wealth Services
Virginia
$853 +$853 +14 New
SIC
222
SJS Investment Consulting
Ohio
$731 +$609 +10 +500%
BAAM
223
Baker Avenue Asset Management
California
$731 +$731 +12 New
DI
224
Disciplined Investments
Oklahoma
$548 +$548 +9 New
FFA
225
Farther Finance Advisors
California
$365 +$365 +6 New
7 8
9
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