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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 %
RA
276
Rise Advisors
New York
$26.2K +$105 +1 +0.4%
VSQM
277
V-Square Quantitative Management
Illinois
$25.5K +$25.5K +243 New
UFF
278
USA Financial Formulas
Michigan
$22.6K +$22.6K +215 New
LFG
279
Larson Financial Group
Missouri
$21.6K +$105 +1 +0.5%
HCA
280
Harbor Capital Advisors
Illinois
$19K +$19K +181 New
BWP
281
Baldwin Wealth Partners
Massachusetts
$15.5K +$15.5K +147 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$13.5K – – –
Bessemer Group
283
Bessemer Group
New Jersey
$13K +$8.6K +84 +195%
HCP
284
Hexagon Capital Partners
Arkansas
$11.2K +$8.2K +78 +269%
SAM
285
Smartleaf Asset Management
Massachusetts
$11.1K +$7.5K +72 +206%
PTC
286
Private Trust Company
Ohio
$11K +$3.68K +35 +50%
PS
287
Principal Securities
Iowa
$9.99K +$6.62K +63 +197%
ACM
288
Accent Capital Management
Ohio
$9.99K +$9.99K +95 New
EWA
289
EverSource Wealth Advisors
Alabama
$9.88K – – –
QC
290
Quent Capital
New York
$8.62K – – –
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.7K +$7.7K +73 New
FFA
292
Farther Finance Advisors
California
$7.67K +$735 +7 +11%
KFI
293
Key Financial Inc
Pennsylvania
$6.62K – – –
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$6.31K – – –
CPA
295
Capital Performance Advisors
California
$6.1K +$6.1K +58 New
QL
296
Quarry LP
New York
$5.26K +$4.94K +47 +1,567%
FIA
297
FNY Investment Advisers
New York
$5K +$5K +50 New
JWA
298
JFS Wealth Advisors
Pennsylvania
$4.73K +$105 +1 +2%
RIL
299
Rothschild Investment LLC
Illinois
$4.73K +$4.2K +40 +800%
GRP
300
Global Retirement Partners
California
$4.2K – – –
10 11
12
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