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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 %
TPSF
326
Texas Permanent School Fund
Texas
– -$3.54M -42,495 Closed
JF
327
Jump Financial
Illinois
– -$2.31M -27,652 Closed
HF
328
HRT Financial
New York
– -$1.46M -17,489 Closed
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
– -$948K -11,359 Closed
AI
330
Atom Investors
Texas
– -$771K -9,237 Closed
QC
331
Quadrature Capital
United Kingdom
– -$709K -8,495 Closed
EP
332
Edgestream Partners
New Jersey
– -$693K -8,310 Closed
QC
333
Quantedge Capital
Singapore
– -$559K -6,700 Closed
I
334
InceptionR
California
– -$521K -6,250 Closed
SGI
335
Summit Global Investments
Utah
– -$499K -5,977 Closed
BMCM
336
Black Maple Capital Management
Wisconsin
– -$417K -5,000 Closed
Assenagon Asset Management
337
Assenagon Asset Management
Luxembourg
– -$373K -4,470 Closed
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
– -$360K -4,312 Closed
GCM
339
Graham Capital Management
Connecticut
– -$338K -4,048 Closed
BC
340
Bridgefront Capital
Texas
– -$293K -3,510 Closed
WP
341
WealthPLAN Partners
Nebraska
– -$291K -3,483 Closed
CCIA
342
Campbell & Co Investment Adviser
Maryland
– -$206K -2,465 Closed
PAS
343
Point72 Asia (Singapore)
Singapore
– -$91.6K -1,098 Closed
EC
344
EntryPoint Capital
New York
– -$69.3K -831 Closed
MTIC
345
Missouri Trust & Investment Company
Missouri
– -$41.7K -500 Closed
BF
346
BOK Financial
Oklahoma
– -$14.7K -176 Closed
PMAM
347
Picton Mahoney Asset Management
Ontario, Canada
– -$8K -88 Closed
ATPW
348
Ashton Thomas Private Wealth
Arizona
– -$5.01K -60 Closed
MG
349
Mather Group
Illinois
– -$3.05K -35 Closed
SPIA
350
Steward Partners Investment Advisory
New York
– -$834 -10 Closed
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