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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 %
JCIA
301
Jackson Creek Investment Advisors
Colorado
– -$1.08M -12,412 Closed
VI
302
Versor Investments
New York
– -$600K -6,900 Closed
Walleye Capital
303
Walleye Capital
New York
– -$592K -6,805 Closed
Point72 Asset Management
304
Point72 Asset Management
Connecticut
– -$426K -4,900 Closed
VI
305
Vestcor Inc
New Brunswick, Canada
– -$415K -4,773 Closed
SC
306
Savant Capital
Illinois
– -$413K -4,744 Closed
WAM
307
Wolverine Asset Management
Illinois
– -$385K -4,429 Closed
NYLIM
308
New York Life Investment Management
New York
– -$376K -4,327 Closed
OQS
309
Occudo Quantitative Strategies
Florida
– -$327K -3,762 Closed
CFM
310
Catalyst Funds Management
Australia
– -$312K -3,590 Closed
CGH
311
Crossmark Global Holdings
Texas
– -$239K -2,752 Closed
HighTower Advisors
312
HighTower Advisors
Illinois
– -$207K -2,363 Closed
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
– -$203K -2,328 Closed
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
– -$22.8K -277 Closed
AWM
315
Avior Wealth Management
Nebraska
– -$18.5K -213 Closed
HT
316
Headlands Technologies
Illinois
– -$10.8K -124 Closed
FIA
317
FNY Investment Advisers
New York
– -$4 -50 Closed
CA
318
Clearstead Advisors
Ohio
– -$3.94K -47 Closed
PPC
319
Park Place Capital
Alabama
– -$3.39K -39 Closed
CWP
320
Concord Wealth Partners
Virginia
– -$2.18K -25 Closed
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