UMBF icon

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 %
HT
201
Headlands Technologies
Illinois
$74.4K +$74.4K +1,199 New
KBC Group
202
KBC Group
Belgium
$73K +$36.3K +585 +99%
CSB
203
City State Bank
Iowa
$50K – – –
PA
204
Parallel Advisors
California
$44.8K -$4.96K -80 -10%
EC
205
Elequin Capital
New York
$42.8K -$65.2K -1,050 -60%
MTIC
206
Missouri Trust & Investment Company
Missouri
$31K – – –
JWM
207
Janiczek Wealth Management
Colorado
$29K -$374 -6 -1%
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$25K -$314 -5 -1%
FHA
209
First Horizon Advisors
Tennessee
$24.8K +$4.47K +72 +22%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$22K +$3.85K +62 +21%
Nomura Asset Management
211
Nomura Asset Management
Japan
$18.6K – – –
LC
212
Lindbrook Capital
California
$14.3K -$3.85K -62 -21%
LFG
213
Larson Financial Group
Missouri
$12.5K +$62 +1 +0.5%
AF
214
Allworth Financial
California
$9K +$2.98K +48 +49%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$8.07K +$8.07K +130 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$7.94K – – –
WWP
217
WR Wealth Planners
Missouri
$7.38K – – –
QC
218
Quent Capital
New York
$5.09K – – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$4.22K -$1.06K -17 -20%
EWA
220
EverSource Wealth Advisors
Alabama
$4.16K – – –
KFI
221
Key Financial Inc
Pennsylvania
$3.91K – – –
CA
222
Clearstead Advisors
Ohio
$3.6K +$3.6K +58 New
PTC
223
Private Trust Company
Ohio
$3.17K – – –
FIA
224
FNY Investment Advisers
New York
$3K – – –
Bessemer Group
225
Bessemer Group
New Jersey
$3K +$628 +9 +26%
7 8
9
10 11