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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 %
BFEC
276
Benjamin F. Edwards & Company
Missouri
$2K -$640 -8 -24%
BIA
277
Bell Investment Advisors
California
$1.84K – – –
CFGS
278
Concourse Financial Group Securities
Alabama
$1.17K -$84 -1 -7%
SIC
279
SJS Investment Consulting
Ohio
$1.17K – – –
BTI
280
Blue Trust Inc
Georgia
$1.04K +$1.04K +12 New
CAL
281
Capital Advisors Ltd
Ohio
$1K – – –
NS
282
NBC Securities
Alabama
$1K – – –
PWMG
283
Private Wealth Management Group
New Jersey
$918 – – –
DPW
284
DiNuzzo Private Wealth
Pennsylvania
$918 +$83 +1 +10%
SPIA
285
Steward Partners Investment Advisory
New York
$834 +$834 +10 New
CA
286
Continuum Advisory
Idaho
$501 +$84 +1 +20%
RIL
287
Rothschild Investment LLC
Illinois
$417 – – –
HNB
288
Huntington National Bank
Ohio
$334 +$334 +4 New
VCM
289
Versant Capital Management
Arizona
$250 – – –
QL
290
Quarry LP
New York
$250 +$250 +3 New
TFM
291
TFC Financial Management
Massachusetts
$84 – – –
CPA
292
Clear Point Advisors
New York
$83 +$83 +1 New
AIG
293
American International Group
New York
– -$6.9M -79,300 Closed
BFM
294
Boothbay Fund Management
New York
– -$3.83M -44,015 Closed
EPCA
295
Elizabeth Park Capital Advisors
Ohio
– -$2.97M -34,148 Closed
PFO
296
PMC FIG Opportunities
Israel
– -$2.27M -26,058 Closed
Arrowstreet Capital
297
Arrowstreet Capital
Massachusetts
– -$1.77M -20,367 Closed
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
– -$1.12M -19,104 Closed
KCM
299
Kennedy Capital Management
Missouri
– -$1.24M -14,201 Closed
FCM
300
FJ Capital Management
Virginia
– -$1.16M -13,301 Closed
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