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UMB Financial
UMBF

Overview Fund Activity

271 hedge funds and large institutions have $3.7B invested in UMB Financial in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
81
Reduced
98
Closed
25
Calls
$304K
Puts
$322K
Net Calls
-$18K
Net Calls Change
-$861K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
3
NPIC
Neumeier Poma Investment Counsel
California
+$9.7M
4
CVA
Ceredex Value Advisors
Florida
+$7.85M
5
American Century Companies
American Century Companies
Missouri
+$6.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$38.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$23.3M
3
State Street
State Street
Massachusetts
-$20.5M
4
GACM
Global Alpha Capital Management
Quebec, Canada
-$11.9M
5
Walleye Capital
Walleye Capital
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$42K -$3.89K -45 -8%
JWM
227
Janiczek Wealth Management
Colorado
$40.6K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$31.8K +$1.39K +16 +5%
AssetMark Inc
229
AssetMark Inc
California
$28.7K – – –
Nomura Asset Management
230
Nomura Asset Management
Japan
$26.1K – – –
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$22.8K +$22.8K +277 New
BF
232
BOK Financial
Oklahoma
$22.2K +$22.2K +263 New
LC
233
Lindbrook Capital
California
$21.7K +$435 +5 +2%
RA
234
Rise Advisors
New York
$21.5K +$21.5K +247 New
AWM
235
Avior Wealth Management
Nebraska
$18.5K +$18.5K +213 New
LFG
236
Larson Financial Group
Missouri
$17.7K – – –
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$16.5K +$16.5K +195 New
AF
238
Allworth Financial
California
$14.1K – – –
GI
239
GAMMA Investing
California
$13.1K +$1.39K +16 +12%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$11.1K – – –
HT
241
Headlands Technologies
Illinois
$10.8K -$27.2K -313 -72%
EWA
242
EverSource Wealth Advisors
Alabama
$7.33K – – –
QC
243
Quent Capital
New York
$7.13K – – –
PTC
244
Private Trust Company
Ohio
$5.65K +$435 +5 +8%
KFI
245
Key Financial Inc
Pennsylvania
$5.48K – – –
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$5.39K -$522 -6 -9%
FFA
247
Farther Finance Advisors
California
$4.06K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$4K – – –
CA
249
Clearstead Advisors
Ohio
$3.94K +$1.51K +18 +62%
JWA
250
JFS Wealth Advisors
Pennsylvania
$3.83K – – –
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