UMB Financial
UMBF
323 hedge funds and large institutions have $5.26B invested in UMB Financial in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 102 increasing their positions, 113 reducing their positions, and 26 closing their positions.
127% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more capital invested
Capital invested by funds: $4.1B → $5.26B (+$1.16B)
11% more funds holding
Funds holding: 292 → 323 (+31)
1.84% more ownership
Funds ownership: 100.75% → 102.59% (+1.8%)
9% more call options, than puts
Call options by funds: $536K | Put options by funds: $492K
10% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$67.7M |
| 2 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$45M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$31.1M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$27.6M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$66.4M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
-$40.6M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$40M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$36.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.1M |
UMBF Hedge Fund Activity: Q3 2024 in Review
323 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2024, worth a combined $5.26B — up 28% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new UMBF positions and 26 closed out — a net gain of 33 holders — while 102 added to existing stakes and 113 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $67.7M. The largest seller was Wellington Management Group, cutting an estimated $66.4M.
- 323 institutional investors held UMB Financial (UMBF) as of Q3 2024, up from 292 in Q2 2024.
- Funds reported $5.26B of UMB Financial stock for Q3 2024, up 28% quarter-over-quarter.
- 59 funds opened new UMB Financial positions in Q3 2024 and 26 closed out, a net change of +33 holders.
- The largest UMB Financial buyer in Q3 2024 was Principal Financial Group, an estimated $67.7M added.
- The largest UMB Financial seller in Q3 2024 was Wellington Management Group, an estimated $66.4M sold.
Based on aggregated 13F filings for Q3 2024.