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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 %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$5.05M -$1.08M -12,951 -18%
SFM
77
Systematic Financial Management
New Jersey
$4.96M +$4.96M +59,495 New
GLA
78
Great Lakes Advisors
Illinois
$4.91M +$17.5K +210 +0.4%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$4.9M -$915K -10,973 -16%
AG
80
Algert Global
California
$4.82M +$389K +4,663 +9%
SSA
81
Schonfeld Strategic Advisors
New York
$4.74M -$1.35M -16,156 -22%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$4.52M -$58.6K -703 -1%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.5M +$16.7K +200 +0.4%
Jane Street
84
Jane Street
New York
$4.41M +$2.09M +25,073 +90%
NIG
85
NFJ Investment Group
Texas
$4.09M -$328K -3,936 -7%
MIM
86
MetLife Investment Management
New Jersey
$4.02M +$233K +2,792 +6%
FCI
87
Financial Counselors Inc
Kansas
$3.91M +$862K +10,333 +28%
WCM
88
Wedge Capital Management
North Carolina
$3.81M +$3.81M +45,644 New
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$3.78M -$53.2K -638 -1%
Wells Fargo
90
Wells Fargo
California
$3.75M +$365K +4,380 +11%
GIA
91
GHP Investment Advisors
Colorado
$3.68M -$17K -204 -0.5%
TPSF
92
Texas Permanent School Fund
Texas
$3.54M +$356K +4,269 +11%
CB
93
Commerce Bank
Missouri
$3.47M +$70.4K +844 +2%
Federated Hermes
94
Federated Hermes
Pennsylvania
$3.44M +$2.88M +34,560 +520%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$3.32M +$1.73M +20,703 +109%
Creative Planning
96
Creative Planning
Kansas
$3.31M +$205K +2,453 +7%
IP
97
Interval Partners
New York
$3.29M +$3.29M +39,394 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.25M +$3.25M +39,000 New
Canada Life
99
Canada Life
Manitoba, Canada
$3.03M +$286K +3,432 +10%
HSA
100
Hussman Strategic Advisors
Maryland
$2.63M +$2.63M +31,500 New
2 3
4
5 6