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UMB Financial
UMBF

Overview Fund Activity

321 hedge funds and large institutions have $5.24B invested in UMB Financial in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
101
Reduced
112
Closed
28
Calls
$536K
Puts
$492K
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$91.1M
2
ZIG
2
Zurich Insurance Group
Switzerland
$48.5M
3
GKIM
3
GW&K Investment Management
Massachusetts
$68.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$41.2M
5
SFM
5
Systematic Financial Management
New Jersey
$33.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
UB
2
UMB Bank
Missouri
$494M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$171M
5
BCM
5
Basswood Capital Management
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$332K +$283K +2,692 +573%
NA
227
NewEdge Advisors
Louisiana
$331K +$262K +2,494 +383%
CIC
228
Cornercap Investment Counsel
Georgia
$325K -$489K -4,650 -60%
Wolverine Trading
229
Wolverine Trading
Illinois
$313K +$313K +3,005 New
ES
230
ETF Store
Kansas
$306K – – –
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$302K -$284K -2,706 -49%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$298K +$2.74K +26 +0.9%
WG
233
Winton Group
United Kingdom
$295K -$891K -8,480 -75%
HNWAG
234
High Net Worth Advisory Group
Florida
$294K – – –
KCM
235
Kornitzer Capital Management
Kansas
$294K – – –
QCG
236
Quadrant Capital Group
Ohio
$287K +$210 +2 +0.1%
Vontobel Holding
237
Vontobel Holding
Switzerland
$280K -$59.3K -564 -17%
MCM
238
Monument Capital Management
Virginia
$280K +$280K +2,665 New
SOW
239
State of Wyoming
Wyoming
$275K +$122K +1,164 +80%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$264K +$59.8K +569 +29%
CC
241
Corton Capital
Ontario, Canada
$262K +$262K +2,488 New
CAM
242
Cresset Asset Management
Illinois
$261K +$261K +2,477 New
SG Americas Securities
243
SG Americas Securities
New York
$260K +$107K +1,016 +69%
SC
244
Savant Capital
Illinois
$251K +$251K +2,389 New
EGM
245
Engineers Gate Manager
New York
$250K -$656K -6,239 -72%
RFC
246
Regions Financial Corp
Alabama
$244K +$244K +2,319 New
EWA
247
EP Wealth Advisors
California
$235K +$235K +2,231 New
GT
248
Greenleaf Trust
Michigan
$233K +$233K +2,221 New
Walleye Capital
249
Walleye Capital
New York
$231K +$231K +2,195 New
CCM
250
Coldstream Capital Management
Washington
$218K +$218K +2,071 New
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