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UMB Financial
UMBF

Overview Fund Activity

321 hedge funds and large institutions have $5.24B invested in UMB Financial in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
4.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
101
Reduced
112
Closed
28
Calls
$536K
Puts
$492K
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$91.1M
2
ZIG
2
Zurich Insurance Group
Switzerland
$48.5M
3
GKIM
3
GW&K Investment Management
Massachusetts
$68.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$41.2M
5
SFM
5
Systematic Financial Management
New Jersey
$33.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
UB
2
UMB Bank
Missouri
$494M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$171M
5
BCM
5
Basswood Capital Management
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Peregrine Capital Management
Minnesota
$7.6M -$1.61M -15,324 -17%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$6.81M -$2.8M -26,677 -29%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$6.28M -$925K -8,800 -13%
Axa
79
Axa
France
$6.2M +$4.16M +39,546 +203%
Federated Hermes
80
Federated Hermes
Pennsylvania
$6M +$1.67M +15,848 +38%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$5.66M -$27.2K -259 -0.5%
GLA
82
Great Lakes Advisors
Illinois
$5.58M -$607K -5,776 -10%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M -$151K -1,438 -3%
BPIM
84
Brant Point Investment Management
New York
$5.26M +$5.26M +50,000 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$5.12M -$1.05M -9,985 -17%
MIM
86
MetLife Investment Management
New Jersey
$4.98M -$84.3K -802 -2%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$4.95M +$3.45M +32,820 +230%
FCI
88
Financial Counselors Inc
Kansas
$4.88M -$42K -400 -0.9%
NIG
89
NFJ Investment Group
Texas
$4.83M -$324K -3,082 -6%
WCM
90
Wedge Capital Management
North Carolina
$4.72M -$80.6K -767 -2%
GIA
91
GHP Investment Advisors
Colorado
$4.7M +$64.2K +611 +1%
Wells Fargo
92
Wells Fargo
California
$4.69M -$36.1K -343 -0.8%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$4.59M -$167K -1,586 -4%
CB
94
Commerce Bank
Missouri
$4.38M +$14.9K +142 +0.3%
Squarepoint
95
Squarepoint
New York
$4.37M +$1.11M +10,530 +34%
CSS
96
Cubist Systematic Strategies
Connecticut
$4.24M -$4.24M -40,296 -50%
RJA
97
Raymond James & Associates
Florida
$4.06M +$2.75M +26,186 +210%
Canada Life
98
Canada Life
Manitoba, Canada
$3.98M +$166K +1,579 +4%
Jane Street
99
Jane Street
New York
$3.78M -$1.77M -16,846 -32%
HI
100
HBK Investments
Texas
$3.71M +$3.71M +35,316 New
2 3
4
5 6