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UMB Financial
UMBF

271 hedge funds and large institutions have $3.7B invested in UMB Financial in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

5% more funds holding

Funds holding: 259 → 271 (+12)

2% more capital invested

Capital invested by funds: $3.61B → $3.7B (+$88.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less call options, than puts

Call options by funds: $304K | Put options by funds: $322K

1.77% less ownership

Funds ownership: 88.95% → 87.18% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 98

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
81
Reduced
98
Closed
25
Calls
$304K
Puts
$322K
Net Calls
-$18K
Net Calls Change
-$861K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
3
NPIC
Neumeier Poma Investment Counsel
California
+$9.07M
4
CVA
Ceredex Value Advisors
Florida
+$7.3M
5
American Century Companies
American Century Companies
Missouri
+$6.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$36.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.7M
3
State Street
State Street
Massachusetts
-$19M
4
GACM
Global Alpha Capital Management
Quebec, Canada
-$11.1M
5
Walleye Capital
Walleye Capital
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$25M -$29.4K -362 -0.1%
GKIM
27
GW&K Investment Management
Massachusetts
$20.8M -$423K -5,196 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$18.2M +$2.82M +34,722 +20%
TCM
29
Tributary Capital Management
Nebraska
$17.2M +$2.59M +31,832 +19%
AQR Capital Management
30
AQR Capital Management
Connecticut
$17M +$775K +9,527 +5%
Principal Financial Group
31
Principal Financial Group
Iowa
$16.3M +$1.98M +24,379 +15%
SEI Investments
32
SEI Investments
Pennsylvania
$14.8M +$1.19M +14,674 +9%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$14.1M +$161K +1,974 +1%
TAM
34
Third Avenue Management
New York
$13M – – –
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$10.2M -$1.37M -16,875 -13%
NPIC
36
Neumeier Poma Investment Counsel
California
$9.7M +$9.07M +111,510 New
Barclays
37
Barclays
United Kingdom
$9.64M -$2.39M -29,387 -21%
Millennium Management
38
Millennium Management
New York
$9.57M +$2.39M +29,428 +37%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$9.47M -$753K -9,262 -8%
MOACM
40
Mutual of America Capital Management
New York
$9.37M +$681K +8,380 +8%
GCM
41
Gator Capital Management
Florida
$8.96M – – –
CAM
42
Congress Asset Management
Massachusetts
$8.94M -$380K -4,676 -4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$8.3M -$235K -2,890 -3%
SO
44
STRS Ohio
Ohio
$8.16M +$838K +10,300 +12%
Legal & General Group
45
Legal & General Group
United Kingdom
$8.14M -$744K -9,154 -9%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.01M +$97.1K +1,194 +1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.9M – – –
CVA
48
Ceredex Value Advisors
Florida
$7.85M +$7.3M +89,800 New
First Trust Advisors
49
First Trust Advisors
Illinois
$7.69M -$13.6K -167 -0.2%
Invesco
50
Invesco
Georgia
$7.49M -$979K -12,041 -12%
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UMBF Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2024, worth a combined $3.7B — up 2.5% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UMBF positions and 25 closed out — a net gain of 13 holders — while 81 added to existing stakes and 98 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.1M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.

  • 271 institutional investors held UMB Financial (UMBF) as of Q1 2024, up from 259 in Q4 2023.
  • Funds reported $3.7B of UMB Financial stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 38 funds opened new UMB Financial positions in Q1 2024 and 25 closed out, a net change of +13 holders.
  • The largest UMB Financial buyer in Q1 2024 was Vanguard Group, an estimated $32.1M added.
  • The largest UMB Financial seller in Q1 2024 was Morgan Stanley, an estimated $36.4M sold.

Based on aggregated 13F filings for Q1 2024.