UMBF icon

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 %
MCM
301
Manchester Capital Management
Vermont
$3.78K – – –
FFC
302
First Financial Corp
Indiana
$3.36K – – –
HNB
303
Huntington National Bank
Ohio
$3.05K +$2.63K +25 +625%
GM
304
GeoWealth Management
Illinois
$2.31K +$2.31K +22 New
BIA
305
Bell Investment Advisors
California
$2.31K – – –
NS
306
NBC Securities
Alabama
$2K – – –
HWM
307
Hemington Wealth Management
Virginia
$2K +$2K +25 New
BTI
308
Blue Trust Inc
Georgia
$1.5K +$501 +6 +50%
SIC
309
SJS Investment Consulting
Ohio
$1.47K – – –
HI
310
Horizon Investments
North Carolina
$1.47K +$1.47K +14 New
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$1.37K +$210 +2 +18%
CFGS
312
Concourse Financial Group Securities
Alabama
$1.27K -$211 -2 -14%
PWMG
313
Private Wealth Management Group
New Jersey
$1.16K – – –
CAL
314
Capital Advisors Ltd
Ohio
$1K – – –
CA
315
Continuum Advisory
Idaho
$737 – – –
FFO
316
Fortitude Family Office
Arizona
$631 +$631 +6 New
CA
317
Claris Advisors
Missouri
$420 +$420 +4 New
VCM
318
Versant Capital Management
Arizona
$315 – – –
TFM
319
TFC Financial Management
Massachusetts
$106 – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$106 +$106 +1 New
CPA
321
Clear Point Advisors
New York
$105 – – –
BFPW
322
BOK Financial Private Wealth
Colorado
$5 – – –
Norges Bank
323
Norges Bank
Norway
– -$22.6M -270,802 Closed
PFMOSF
324
Philadelphia Financial Management of San Francisco
California
– -$9.54M -114,357 Closed
AG
325
Algert Global
California
– -$4.82M -57,718 Closed
10 11 12
13
14