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UMB Financial
UMBF

Overview Fund Activity

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$50.8M
2
Goldman Sachs
Goldman Sachs
New York
$114M
3
State Street
State Street
Massachusetts
$354M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$34.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.9M

Top Sellers

1
UB
UMB Bank
Missouri
$498M
2
ACL
Azora Capital LP
Florida
$20.3M
3
Victory Capital Management
Victory Capital Management
Texas
$163M
4
Bank of America
Bank of America
North Carolina
$48.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$89.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GACM
26
Global Alpha Capital Management
Quebec, Canada
$47.6M -$14.7M -130,136 -24%
ZIG
27
Zurich Insurance Group
Switzerland
$47.2M -$4.91M -43,486 -9%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$46.9M +$11.1M +98,427 +31%
AQR Capital Management
29
AQR Capital Management
Connecticut
$44.5M +$3.94M +34,906 +10%
Morgan Stanley
30
Morgan Stanley
New York
$42.1M +$975K +8,640 +2%
ProShare Advisors
31
ProShare Advisors
Maryland
$37.1M -$1.51M -13,349 -4%
SFM
32
Systematic Financial Management
New Jersey
$36.7M +$530K +4,692 +1%
NPIC
33
Neumeier Poma Investment Counsel
California
$35.3M -$747K -6,616 -2%
Invesco
34
Invesco
Georgia
$35M +$8.36M +74,038 +31%
Franklin Resources
35
Franklin Resources
California
$34.8M +$2.96M +26,186 +9%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$34.1M +$25.5M +225,908 +298%
Fisher Asset Management
37
Fisher Asset Management
Washington
$32.8M +$3.33M +29,516 +11%
UBS Group
38
UBS Group
Switzerland
$31.2M +$2.34M +20,729 +8%
BTW
39
Boston Trust Walden
Massachusetts
$30.2M -$521K -4,612 -2%
SEI Investments
40
SEI Investments
Pennsylvania
$28.6M +$1.38M +12,206 +5%
TCM
41
Tributary Capital Management
Nebraska
$22.5M +$265K +2,347 +1%
Holocene Advisors
42
Holocene Advisors
New York
$21.5M +$1.23M +10,931 +6%
Two Sigma Investments
43
Two Sigma Investments
New York
$20.4M -$5.28M -46,762 -21%
ACL
44
Azora Capital LP
Florida
$20.3M -$25M -221,333 -55%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$19.9M +$19.8M +175,834 +22,173%
Barclays
46
Barclays
United Kingdom
$18.1M -$8.07M -71,474 -31%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$17.8M +$57.6K +510 +0.3%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$17.5M +$8M +70,888 +84%
EA
49
Emerald Advisers
Pennsylvania
$17M +$3.23M +28,592 +23%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$16.8M -$4.25M -37,679 -20%
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