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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 %
TRCT
251
Tower Research Capital (TRC)
New York
$214K -$1.6M -15,225 -88%
NC
252
nVerses Capital
Florida
$210K -$189K -1,800 -47%
MML Investors Services
253
MML Investors Services
Massachusetts
$208K +$208K +1,978 New
HFO
254
Heritage Family Offices
Arizona
$203K +$203K +1,934 New
1IA
255
1620 Investment Advisors
Massachusetts
$158K -$3.15K -30 -2%
AIM
256
Acropolis Investment Management
Missouri
$156K +$156K +1,485 New
HT
257
Headlands Technologies
Illinois
$149K +$149K +1,414 New
Lazard Asset Management
258
Lazard Asset Management
New York
$142K -$629K -6,002 -82%
KBC Group
259
KBC Group
Belgium
$138K – – –
ITFISA
260
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$126K +$126K +1,200 New
CTC
261
Central Trust Company
Missouri
$117K -$27.5K -262 -19%
ACM
262
Aquatic Capital Management
Illinois
$94.6K -$410K -3,900 -81%
Point72 Asset Management
263
Point72 Asset Management
Connecticut
$83.4K +$83.4K +793 New
PA
264
Parallel Advisors
California
$78.9K +$315 +3 +0.4%
AF
265
Advisornet Financial
Minnesota
$77.6K +$77.6K +738 New
FHA
266
First Horizon Advisors
Tennessee
$61.1K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$47.2K +$2.84K +27 +6%
C
268
Covestor
United Kingdom
$45K +$10.7K +102 +31%
AF
269
Allworth Financial
California
$37.3K -$1.26K -12 -3%
Osaic Holdings
270
Osaic Holdings
Arizona
$35.3K -$22.2K -211 -39%
GI
271
GAMMA Investing
California
$35.1K +$7.78K +74 +28%
CSB
272
City State Bank
Iowa
$31.5K – – –
Nomura Asset Management
273
Nomura Asset Management
Japan
$31.5K – – –
LC
274
Lindbrook Capital
California
$27.9K -$526 -5 -2%
AAP
275
Arax Advisory Partners
Colorado
$26.7K -$631 -6 -2%
9 10
11
12 13