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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 %
Arrowstreet Capital
101
Arrowstreet Capital
Massachusetts
$1.77M -$748K -8,597 -30%
YCM
102
Yousif Capital Management
Michigan
$1.72M -$37.9K -436 -2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.66M -$167K -1,925 -9%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$1.63M +$614K +7,057 +60%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M -$65.6K -754 -4%
Comerica Bank
106
Comerica Bank
Texas
$1.61M -$25K -287 -2%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.61M -$3.5K -40 -0.2%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$1.57M -$1.39K -16 -0.1%
PP
109
PDT Partners
New York
$1.53M +$762K +8,755 +99%
Mariner
110
Mariner
Kansas
$1.51M +$198K +2,271 +15%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.47M -$74K -851 -5%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.38M -$2.1M -24,098 -60%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$1.33M +$131K +1,511 +11%
SGI
114
Summit Global Investments
Utah
$1.29M +$1.29M +14,830 New
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M – – –
KCM
116
Kennedy Capital Management
Missouri
$1.24M – – –
AIP
117
Ameritas Investment Partners
Nebraska
$1.23M -$490K -5,638 -28%
GC
118
Guggenheim Capital
Illinois
$1.19M -$1.87M -21,497 -61%
PCMK
119
Paragon Capital Management (Kansas)
Kansas
$1.17M – – –
FCM
120
FJ Capital Management
Virginia
$1.16M +$1.16M +13,301 New
US Bancorp
121
US Bancorp
Minnesota
$1.13M +$54.1K +622 +5%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$1.12M -$67.1K -1,140 -6%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$1.11M +$1.11M +12,725 New
ASRS
124
Arizona State Retirement System
Arizona
$1.1M -$18.7K -215 -2%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$1.1M +$26.1K +300 +2%
3 4
5
6 7