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UMB Financial
UMBF

Overview Fund Activity

292 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
50
Increased
121
Reduced
80
Closed
28
Calls
$133K
Puts
$133K
Net Calls
–
Net Calls Change
+$18K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$183M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$217M
3
Millennium Management
3
Millennium Management
New York
$61.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$77.2M
5
ACL
5
Azora Capital LP
Florida
$34.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.75M
2
BTW
2
Boston Trust Walden
Massachusetts
$25.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$6.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$48.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
226
Kornitzer Capital Management
Kansas
$234K – – –
QCG
227
Quadrant Capital Group
Ohio
$227K -$584 -7 -0.3%
CCIA
228
Campbell & Co Investment Adviser
Maryland
$206K -$159K -1,908 -44%
Cerity Partners
229
Cerity Partners
New York
$205K -$43K -516 -17%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$192K +$176K +2,161 +1,108%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$162K +$10.8K +129 +7%
1IA
232
1620 Investment Advisors
Massachusetts
$128K +$128K +1,535 New
SG Americas Securities
233
SG Americas Securities
New York
$122K -$256K -3,064 -68%
SOW
234
State of Wyoming
Wyoming
$121K +$73.2K +878 +152%
CTC
235
Central Trust Company
Missouri
$115K -$60.7K -728 -35%
KBC Group
236
KBC Group
Belgium
$110K +$21.4K +256 +24%
PAS
237
Point72 Asia (Singapore)
Singapore
$91.6K -$14.2K -170 -13%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$81.8K -$17.4K -208 -18%
EC
239
EntryPoint Capital
New York
$69.3K +$69.3K +831 New
PA
240
Parallel Advisors
California
$62.4K +$83 +1 +0.1%
NA
241
NewEdge Advisors
Louisiana
$54.3K +$3.34K +40 +7%
FHA
242
First Horizon Advisors
Tennessee
$48.5K +$2.84K +34 +6%
Osaic Holdings
243
Osaic Holdings
Arizona
$45.6K -$38.4K -460 -46%
MTIC
244
Missouri Trust & Investment Company
Missouri
$41.7K – – –
AssetMark Inc
245
AssetMark Inc
California
$39.2K +$11.7K +140 +42%
JWM
246
Janiczek Wealth Management
Colorado
$38.9K – – –
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$35.2K +$4.67K +56 +15%
AF
248
Allworth Financial
California
$34.8K +$19.4K +205 +127%
C
249
Covestor
United Kingdom
$27K -$12.9K -157 -32%
CSB
250
City State Bank
Iowa
$25K -$41.7K -500 -63%
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