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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 %
BTW
26
Boston Trust Walden
Massachusetts
$25.9M -$31.5M -377,983 -55%
AQR Capital Management
27
AQR Capital Management
Connecticut
$24.6M +$8.44M +102,467 +52%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$24.6M +$19M +227,233 +335%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$24.4M +$406K +4,871 +2%
Franklin Resources
30
Franklin Resources
California
$23.9M +$18.8M +225,136 +370%
Norges Bank
31
Norges Bank
Norway
$22.6M -$17.2M -205,696 -43%
Fisher Asset Management
32
Fisher Asset Management
Washington
$22.3M -$11.7M -139,956 -34%
Two Sigma Investments
33
Two Sigma Investments
New York
$22.2M +$21.9M +262,881 +9,443%
BCM
34
Basswood Capital Management
New York
$19.4M +$19.4M +232,881 New
UBS Group
35
UBS Group
Switzerland
$18.3M +$13.9M +166,291 +315%
SEI Investments
36
SEI Investments
Pennsylvania
$18.1M +$3.84M +46,079 +27%
TCM
37
Tributary Capital Management
Nebraska
$16.5M +$41.8K +501 +0.3%
Principal Financial Group
38
Principal Financial Group
Iowa
$14.4M -$1.29M -15,491 -8%
Renaissance Technologies
39
Renaissance Technologies
New York
$14.3M +$7.63M +91,500 +114%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$14.3M +$14.3M +171,500 New
NPIC
41
Neumeier Poma Investment Counsel
California
$13.8M +$4.45M +53,345 +48%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$13.7M +$172K +2,059 +1%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$13.6M +$13.6M +162,958 New
TAM
44
Third Avenue Management
New York
$12.5M – – –
CVA
45
Ceredex Value Advisors
Florida
$11.8M +$4.28M +51,100 +57%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$10.4M +$8.32M +99,692 +407%
CAM
47
Congress Asset Management
Massachusetts
$9.81M +$1.23M +14,789 +14%
Ameriprise
48
Ameriprise
Minnesota
$9.75M -$46M -551,763 -83%
PFMOSF
49
Philadelphia Financial Management of San Francisco
California
$9.54M +$9.54M +114,357 New
Invesco
50
Invesco
Georgia
$9.41M +$2.23M +26,686 +31%
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