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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 %
AR
276
Advisory Research
Illinois
– -$1.49M -17,887 Closed
SEC
277
Seven Eight Capital
New York
– -$1.14M -13,700 Closed
HF
278
HRT Financial
New York
– -$786K -9,418 Closed
CC
279
Centiva Capital
New York
– -$777K -9,301 Closed
Walleye Trading
280
Walleye Trading
New York
– -$746K -8,932 Closed
Holocene Advisors
281
Holocene Advisors
New York
– -$677K -8,108 Closed
ACM
282
Aquatic Capital Management
Illinois
– -$660K -7,900 Closed
YIH
283
Y-Intercept (HK)
Hong Kong
– -$553K -6,617 Closed
TC
284
TwinBeech Capital
New York
– -$526K -6,292 Closed
EGM
285
Engineers Gate Manager
New York
– -$377K -4,512 Closed
PMEF
286
Point72 Middle East FZE
United Arab Emirates
– -$375K -4,483 Closed
QC
287
Quadrature Capital
United Kingdom
– -$372K -4,453 Closed
BCM
288
Bayesian Capital Management
New York
– -$332K -3,978 Closed
AA
289
AlphaMark Advisors
Kentucky
– -$331K -3,964 Closed
Balyasny Asset Management
290
Balyasny Asset Management
Illinois
– -$249K -2,985 Closed
Mitsubishi UFJ Trust & Banking
291
Mitsubishi UFJ Trust & Banking
Japan
– -$10.9K -130 Closed
IA
292
IFP Advisors
Florida
– -$4.34K -52 Closed
EC
293
Elequin Capital
New York
– -$1.25K -15 Closed
GWS
294
Glassman Wealth Services
Virginia
– -$1K -12 Closed
AF
295
Advisornet Financial
Minnesota
– -$418 -5 Closed
CWC
296
Carolinas Wealth Consulting
North Carolina
– -$290 -3 Closed
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