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UMB Financial
UMBF

Overview Fund Activity

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
Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.93%
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

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
3
NPIC
Neumeier Poma Investment Counsel
California
+$9.7M
4
CVA
Ceredex Value Advisors
Florida
+$7.85M
5
American Century Companies
American Century Companies
Missouri
+$6.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$38.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$23.3M
3
State Street
State Street
Massachusetts
-$20.5M
4
GACM
Global Alpha Capital Management
Quebec, Canada
-$11.9M
5
Walleye Capital
Walleye Capital
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$6.99M +$5.99M +68,900 +604%
AIG
52
American International Group
New York
$6.9M -$119K -1,370 -2%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$6.44M -$95.7K -1,100 -1%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$6.39M +$733K +8,421 +13%
SSA
55
Schonfeld Strategic Advisors
New York
$6.35M +$6.35M +73,007 New
Deutsche Bank
56
Deutsche Bank
Germany
$6.19M -$1.23M -14,193 -17%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$6.19M -$19.9K -229 -0.3%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$6.06M -$485K -5,579 -7%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$5.9M +$896K +10,305 +18%
UBS AM
60
UBS AM
Illinois
$5.49M +$594K +6,827 +12%
CS
61
Credit Suisse
Switzerland
$5.38M +$124K +1,426 +2%
Franklin Resources
62
Franklin Resources
California
$5.3M +$4.29M +49,291 +424%
GLA
63
Great Lakes Advisors
Illinois
$5.1M -$7.92K -91 -0.2%
Citigroup
64
Citigroup
New York
$4.85M +$403K +4,638 +9%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$4.77M +$12.5K +144 +0.3%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.67M +$276K +3,168 +6%
AG
67
Algert Global
California
$4.62M -$117K -1,340 -2%
NIG
68
NFJ Investment Group
Texas
$4.61M -$338K -3,887 -7%
UBS Group
69
UBS Group
Switzerland
$4.59M -$1.47M -16,903 -24%
Man Group
70
Man Group
United Kingdom
$4.59M -$2.89M -33,181 -39%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$4.33M -$1.84M -21,176 -30%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$4.19M -$229K -2,634 -5%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.99M -$227K -2,612 -5%
MIM
74
MetLife Investment Management
New Jersey
$3.95M -$127K -1,456 -3%
GIA
75
GHP Investment Advisors
Colorado
$3.85M +$22.5K +259 +0.6%
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