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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 %
BCM
51
Basswood Capital Management
New York
$12.8M -$11.7M -111,094 -48%
MCM
52
Maltese Capital Management
New York
$12.3M +$4.71M +44,822 +62%
CAM
53
Congress Asset Management
Massachusetts
$12.2M -$137K -1,299 -1%
Ameriprise
54
Ameriprise
Minnesota
$12M -$326K -3,102 -3%
TAM
55
Third Avenue Management
New York
$11.7M -$4.03M -38,388 -26%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$11.6M +$5.25M +49,903 +82%
UBS AM
57
UBS AM
Illinois
$11.2M -$325K -3,095 -3%
SO
58
STRS Ohio
Ohio
$11M +$1.22M +11,600 +13%
MOACM
59
Mutual of America Capital Management
New York
$10.8M -$347K -3,302 -3%
GCM
60
Gator Capital Management
Florida
$10.6M – – –
AllianceBernstein
61
AllianceBernstein
Tennessee
$9.8M -$115K -1,098 -1%
EMFAT
62
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.77M +$9.77M +92,994 New
Prudential Financial
63
Prudential Financial
New Jersey
$9.75M +$1.22M +11,605 +14%
Legal & General Group
64
Legal & General Group
United Kingdom
$9.54M +$231K +2,195 +2%
Swiss National Bank
65
Swiss National Bank
Switzerland
$9.5M -$73.6K -700 -0.8%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$9.37M +$252K +2,401 +3%
IP
67
Interval Partners
New York
$9.31M +$5.17M +49,195 +125%
Citigroup
68
Citigroup
New York
$9.05M +$2.01M +19,108 +29%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$8.86M +$5.56M +52,888 +169%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$8.65M -$126K -1,195 -1%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$8.61M +$77.7K +739 +0.9%
CF
72
Corebridge Financial
Texas
$8M -$334K -3,173 -4%
Deutsche Bank
73
Deutsche Bank
Germany
$7.98M +$699K +6,653 +10%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$7.97M -$9.16M -87,158 -53%
Brown Advisory
75
Brown Advisory
Maryland
$7.77M -$158K -1,505 -2%
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