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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 %
PPC
251
Park Place Capital
Alabama
$3.39K – – –
MCM
252
Manchester Capital Management
Vermont
$3.13K – – –
BFEC
253
Benjamin F. Edwards & Company
Missouri
$3K -$455 -5 -13%
MG
254
Mather Group
Illinois
$2.92K +$2.92K +35 New
PS
255
Principal Securities
Iowa
$2.78K +$435 +5 +19%
FFC
256
First Financial Corp
Indiana
$2.78K +$2.78K +32 New
CWP
257
Concord Wealth Partners
Virginia
$2.18K +$2.18K +25 New
SAM
258
Smartleaf Asset Management
Massachusetts
$1.97K +$1.97K +23 New
BIA
259
Bell Investment Advisors
California
$1.91K – – –
CFGS
260
Concourse Financial Group Securities
Alabama
$1.31K – – –
SIC
261
SJS Investment Consulting
Ohio
$1.22K -$87 -1 -7%
CAL
262
Capital Advisors Ltd
Ohio
$1K – – –
NS
263
NBC Securities
Alabama
$1K – – –
PWMG
264
Private Wealth Management Group
New Jersey
$957 – – –
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$870 – – –
AAP
266
Arax Advisory Partners
Colorado
$696 – – –
RIL
267
Rothschild Investment LLC
Illinois
$435 +$435 +5 New
CA
268
Continuum Advisory
Idaho
$408 +$408 +5 New
VCM
269
Versant Capital Management
Arizona
$261 – – –
TFM
270
TFC Financial Management
Massachusetts
$87 +$87 +1 New
FIA
271
FNY Investment Advisers
New York
$4 – – –
MYAM
272
Meiji Yasuda Asset Management
Japan
– -$4.27M -51,080 Closed
Tudor Investment Corp
273
Tudor Investment Corp
Connecticut
– -$2.61M -31,280 Closed
ECM
274
ExodusPoint Capital Management
New York
– -$1.98M -23,689 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.92M -23,000 Closed
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