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UMB Financial

291 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, 120 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 271291 (+20)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more call options, than puts

Call options by funds: $133K | Put options by funds: $133K

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$133K
Puts
$133K
Net Calls
Net Calls Change

Top Buyers

1 +$178M
2 +$57.4M
3 +$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.2M
5
ACL
Azora Capital LP
Florida
+$33.8M

Top Sellers

1 -$45.2M
2 -$31M
3 -$27.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$5.05M
77
$4.96M
78
$4.91M
79
$4.9M
80
$4.82M
81
$4.74M
82
$4.52M
83
$4.5M
84
$4.41M
85
$4.09M
86
$4.02M
87
$3.91M
88
$3.81M
89
$3.78M
90
$3.75M
91
$3.68M
92
$3.47M
93
$3.44M
94
$3.32M
95
$3.31M
96
$3.29M
97
$3.25M
98
$3.02M
99
$2.63M
100
$2.62M