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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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$9.14M +$62.3K +747 +0.7%
UBS AM
52
UBS AM
Illinois
$9.13M +$3.87M +46,362 +73%
MOACM
53
Mutual of America Capital Management
New York
$8.85M -$134K -1,606 -1%
First Trust Advisors
54
First Trust Advisors
Illinois
$8.48M +$1.11M +13,248 +15%
GCM
55
Gator Capital Management
Florida
$8.4M -$192K -2,300 -2%
AllianceBernstein
56
AllianceBernstein
Tennessee
$7.87M -$87.9K -1,054 -1%
SO
57
STRS Ohio
Ohio
$7.72M -$100K -1,200 -1%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$7.63M +$4.98M +59,723 +188%
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.6M +$25K +300 +0.3%
Legal & General Group
60
Legal & General Group
United Kingdom
$7.39M -$412K -4,934 -5%
PCM
61
Peregrine Capital Management
Minnesota
$7.31M +$7.31M +87,600 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$7.23M -$450K -5,398 -6%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$6.97M +$1.03M +12,385 +17%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$6.77M +$2.62M +31,458 +63%
Prudential Financial
65
Prudential Financial
New Jersey
$6.77M +$5.76M +69,089 +574%
CSS
66
Cubist Systematic Strategies
Connecticut
$6.72M +$6.09M +72,978 +958%
CF
67
Corebridge Financial
Texas
$6.61M +$6.61M +79,285 New
Brown Advisory
68
Brown Advisory
Maryland
$6.3M -$28M -336,234 -82%
MCM
69
Maltese Capital Management
New York
$6.05M +$6.05M +72,578 New
Deutsche Bank
70
Deutsche Bank
Germany
$5.78M -$163K -1,951 -3%
Man Group
71
Man Group
United Kingdom
$5.75M +$1.35M +16,147 +31%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$5.72M -$459K -5,500 -7%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$5.66M +$5.22M +62,545 +1,190%
Citigroup
74
Citigroup
New York
$5.59M +$937K +11,229 +20%
Barclays
75
Barclays
United Kingdom
$5.1M -$4.15M -49,748 -45%
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