We are live on ! Find out more
UMBF icon

UMB Financial
UMBF

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

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

5% more funds holding

Funds holding: 259 → 271 (+12)

2% more capital invested

Capital invested by funds: $3.61B → $3.7B (+$88.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less call options, than puts

Call options by funds: $304K | Put options by funds: $322K

1.77% less ownership

Funds ownership: 88.95% → 87.18% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 98

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.9%
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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
3
NPIC
Neumeier Poma Investment Counsel
California
+$9.07M
4
CVA
Ceredex Value Advisors
Florida
+$7.3M
5
American Century Companies
American Century Companies
Missouri
+$6.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$36.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.7M
3
State Street
State Street
Massachusetts
-$19M
4
GACM
Global Alpha Capital Management
Quebec, Canada
-$11.1M
5
Walleye Capital
Walleye Capital
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
76
Boothbay Fund Management
New York
$3.83M +$3.58M +44,015 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$3.83M +$366K +4,500 +11%
CB
78
Commerce Bank
Missouri
$3.54M +$5.69K +70 +0.2%
Wells Fargo
79
Wells Fargo
California
$3.53M +$330K +4,056 +11%
TPSF
80
Texas Permanent School Fund
Texas
$3.33M +$41.5K +510 +1%
Creative Planning
81
Creative Planning
Kansas
$3.24M +$18.1K +223 +0.6%
FCI
82
Financial Counselors Inc
Kansas
$3.17M -$22.8K -280 -0.8%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$3.08M – – –
EPCA
84
Elizabeth Park Capital Advisors
Ohio
$2.97M – – –
Canada Life
85
Canada Life
Manitoba, Canada
$2.85M – – –
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$2.76M -$1.57M -19,366 -38%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$2.61M +$46.1K +567 +2%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$2.59M +$133K +1,633 +6%
EC
89
EJF Capital
Virginia
$2.43M -$538K -6,621 -19%
Jane Street
90
Jane Street
New York
$2.41M -$1.46M -17,983 -39%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.33M -$47.8K -588 -2%
PFO
92
PMC FIG Opportunities
Israel
$2.27M +$2.12M +26,058 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.13M +$516K +6,351 +35%
FNBOO
94
First National Bank of Omaha
Nebraska
$2.09M -$24.7K -304 -1%
BCM
95
Bridgeway Capital Management
Texas
$2.03M – – –
AB
96
Amalgamated Bank
New York
$1.99M -$181K -2,229 -9%
Citadel Advisors
97
Citadel Advisors
Florida
$1.91M -$21.7M -267,281 -92%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89M – – –
MPM
99
Meritage Portfolio Management
Kansas
$1.89M – – –
KTA
100
Keeley-Teton Advisors
Illinois
$1.82M +$194K +2,384 +13%
2 3
4
5 6

UMBF Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2024, worth a combined $3.7B — up 2.5% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UMBF positions and 25 closed out — a net gain of 13 holders — while 81 added to existing stakes and 98 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.1M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.

  • 271 institutional investors held UMB Financial (UMBF) as of Q1 2024, up from 259 in Q4 2023.
  • Funds reported $3.7B of UMB Financial stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 38 funds opened new UMB Financial positions in Q1 2024 and 25 closed out, a net change of +13 holders.
  • The largest UMB Financial buyer in Q1 2024 was Vanguard Group, an estimated $32.1M added.
  • The largest UMB Financial seller in Q1 2024 was Morgan Stanley, an estimated $36.4M sold.

Based on aggregated 13F filings for Q1 2024.