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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 %
Norges Bank
51
Norges Bank
Norway
$15.8M +$15.8M +140,309 New
CVA
52
Ceredex Value Advisors
Florida
$14.5M -$1.29M -11,450 -8%
First Trust Advisors
53
First Trust Advisors
Illinois
$14.3M -$96.3K -853 -0.7%
UBS AM
54
UBS AM
Illinois
$14.2M +$2.19M +19,426 +18%
CAM
55
Congress Asset Management
Massachusetts
$14.2M +$1.06M +9,349 +8%
BCM
56
Basswood Capital Management
New York
$13.7M – – –
Federated Hermes
57
Federated Hermes
Pennsylvania
$13.4M +$6.94M +61,468 +108%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$12.4M -$39.7K -352 -0.3%
TAM
59
Third Avenue Management
New York
$11.6M -$914K -8,100 -7%
MOACM
60
Mutual of America Capital Management
New York
$11.5M -$99.2K -879 -0.9%
EMFAT
61
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.4M +$888K +7,869 +8%
Raymond James Financial
62
Raymond James Financial
Florida
$11.4M +$11.4M +100,625 New
GCM
63
Gator Capital Management
Florida
$11.3M -$19.8K -175 -0.2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$11.3M -$3.71M -32,900 -25%
SO
65
STRS Ohio
Ohio
$11M -$711K -6,300 -6%
Ameriprise
66
Ameriprise
Minnesota
$10.8M -$2.06M -18,253 -16%
Citigroup
67
Citigroup
New York
$10.6M +$902K +7,988 +9%
Legal & General Group
68
Legal & General Group
United Kingdom
$10.6M +$331K +2,929 +3%
AllianceBernstein
69
AllianceBernstein
Tennessee
$10.5M -$67.9K -602 -0.6%
Swiss National Bank
70
Swiss National Bank
Switzerland
$10.3M +$79K +700 +0.8%
Deutsche Bank
71
Deutsche Bank
Germany
$9.97M +$1.4M +12,423 +16%
WAM
72
Weiss Asset Management
Massachusetts
$9.62M +$9.62M +85,282 New
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$9.44M +$147K +1,299 +2%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$9.43M -$630K -5,579 -6%
CSS
75
Cubist Systematic Strategies
Connecticut
$9.26M +$4.71M +41,762 +104%
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