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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 %
Morgan Stanley
26
Morgan Stanley
New York
$38.3M -$3.2M -30,425 -8%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$37.9M +$7.12M +67,775 +23%
AQR Capital Management
28
AQR Capital Management
Connecticut
$37.4M +$6.28M +60,423 +20%
ProShare Advisors
29
ProShare Advisors
Maryland
$36M -$43.1M -410,358 -55%
SFM
30
Systematic Financial Management
New Jersey
$33.7M +$27.4M +261,055 +439%
NPIC
31
Neumeier Poma Investment Counsel
California
$33.6M +$16.3M +154,885 +94%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$33.3M -$4.88M -46,392 -13%
Franklin Resources
33
Franklin Resources
California
$30.9M -$404K -3,699 -1%
BTW
34
Boston Trust Walden
Massachusetts
$28.6M -$3.96M -37,677 -12%
Fisher Asset Management
35
Fisher Asset Management
Washington
$27.4M -$711K -6,761 -3%
UBS Group
36
UBS Group
Switzerland
$26.8M +$3.81M +36,237 +17%
SEI Investments
37
SEI Investments
Pennsylvania
$25.3M +$2.58M +24,521 +11%
Invesco
38
Invesco
Georgia
$24.8M +$12.9M +123,197 +109%
Barclays
39
Barclays
United Kingdom
$24.3M +$17.9M +170,375 +279%
Two Sigma Investments
40
Two Sigma Investments
New York
$23.9M -$4M -38,071 -14%
TCM
41
Tributary Capital Management
Nebraska
$20.7M -$84.6K -805 -0.4%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$19.6M -$11.4M -108,742 -37%
Holocene Advisors
43
Holocene Advisors
New York
$18.8M +$18.8M +179,219 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$16.5M -$721K -6,856 -4%
CVA
45
Ceredex Value Advisors
Florida
$14.8M -$73.9K -700 -0.5%
KCM
46
Kodai Capital Management
Illinois
$14.5M +$14.5M +137,873 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$13.9M -$4.08M -38,800 -23%
First Trust Advisors
48
First Trust Advisors
Illinois
$13.4M +$2.71M +25,814 +25%
Renaissance Technologies
49
Renaissance Technologies
New York
$13.1M -$4.98M -47,400 -28%
EA
50
Emerald Advisers
Pennsylvania
$12.9M +$12.9M +122,415 New
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