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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 %
BFM
76
Boothbay Fund Management
New York
$3.83M +$3.83M +44,015 New
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$3.83M +$391K +4,500 +11%
CB
78
Commerce Bank
Missouri
$3.54M +$6.09K +70 +0.2%
Wells Fargo
79
Wells Fargo
California
$3.53M +$353K +4,056 +11%
TPSF
80
Texas Permanent School Fund
Texas
$3.33M +$44.4K +510 +1%
Creative Planning
81
Creative Planning
Kansas
$3.24M +$19.4K +223 +0.6%
FCI
82
Financial Counselors Inc
Kansas
$3.17M -$24.4K -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 -$1.68M -19,366 -38%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$2.61M +$49.3K +567 +2%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$2.59M +$142K +1,633 +6%
EC
89
EJF Capital
Virginia
$2.43M -$576K -6,621 -19%
Jane Street
90
Jane Street
New York
$2.41M -$1.56M -17,983 -39%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.33M -$51.2K -588 -2%
PFO
92
PMC FIG Opportunities
Israel
$2.27M +$2.27M +26,058 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.13M +$552K +6,351 +35%
FNBOO
94
First National Bank of Omaha
Nebraska
$2.09M -$30.7K -304 -1%
BCM
95
Bridgeway Capital Management
Texas
$2.03M – – –
AB
96
Amalgamated Bank
New York
$1.99M -$194K -2,229 -9%
Citadel Advisors
97
Citadel Advisors
Florida
$1.91M -$23.3M -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 +$207K +2,384 +13%
2 3
4
5 6