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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 %
Nomura Asset Management
251
Nomura Asset Management
Japan
$25K – – –
LC
252
Lindbrook Capital
California
$22.5K +$1.75K +21 +8%
AAP
253
Arax Advisory Partners
Colorado
$21.7K +$21K +252 +3,150%
GI
254
GAMMA Investing
California
$21.7K +$9.09K +109 +72%
RA
255
Rise Advisors
New York
$20.7K +$83 +1 +0.4%
LFG
256
Larson Financial Group
Missouri
$17.1K +$84 +1 +0.5%
BF
257
BOK Financial
Oklahoma
$14.7K -$7.26K -87 -33%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$10.7K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$9.59K +$204 +2 +2%
PMAM
260
Picton Mahoney Asset Management
Ontario, Canada
$8K +$8K +88 New
QC
261
Quent Capital
New York
$6.84K – – –
PTC
262
Private Trust Company
Ohio
$5.84K +$417 +5 +8%
FFA
263
Farther Finance Advisors
California
$5.44K +$1.48K +18 +38%
KFI
264
Key Financial Inc
Pennsylvania
$5.26K – – –
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$5.01K -$167 -2 -3%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$5.01K +$5.01K +60 New
Bessemer Group
267
Bessemer Group
New Jersey
$4K – – –
JWA
268
JFS Wealth Advisors
Pennsylvania
$3.67K – – –
GRP
269
Global Retirement Partners
California
$3.34K +$3.34K +40 New
MG
270
Mather Group
Illinois
$3.05K – – –
MCM
271
Manchester Capital Management
Vermont
$3K – – –
SAM
272
Smartleaf Asset Management
Massachusetts
$2.87K +$985 +12 +52%
PS
273
Principal Securities
Iowa
$2.67K – – –
FFC
274
First Financial Corp
Indiana
$2.67K – – –
HCP
275
Hexagon Capital Partners
Arkansas
$2.42K +$2.42K +29 New
9 10
11
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