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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 %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$2.62M +$134K +1,602 +5%
Comerica Bank
102
Comerica Bank
Texas
$2.6M +$1.06M +12,690 +68%
Squarepoint
103
Squarepoint
New York
$2.59M +$2.59M +31,074 New
Russell Investments Group
104
Russell Investments Group
United Kingdom
$2.51M +$1.25K +15 +0%
JF
105
Jump Financial
Illinois
$2.31M +$2.03M +24,367 +742%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.24M +$7.84K +94 +0.4%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$2.14M -$1.53M -18,353 -42%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2M -$955K -11,454 -32%
BCM
109
Bridgeway Capital Management
Texas
$1.94M – – –
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$1.94M +$1.94M +23,300 New
Mirae Asset Global ETFs Holdings
111
Mirae Asset Global ETFs Holdings
Hong Kong
$1.9M +$1.9M +22,778 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.88M +$555K +6,648 +42%
EC
113
EJF Capital
Virginia
$1.83M -$496K -5,942 -21%
MPM
114
Meritage Portfolio Management
Kansas
$1.81M – – –
AB
115
Amalgamated Bank
New York
$1.78M -$133K -1,593 -7%
FNBOO
116
First National Bank of Omaha
Nebraska
$1.75M +$26.4K +317 +2%
KTA
117
Keeley-Teton Advisors
Illinois
$1.7M -$39.1K -469 -2%
Axa
118
Axa
France
$1.62M +$932K +11,172 +135%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$1.62M +$109K +1,305 +7%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$1.6M +$1.6M +19,132 New
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$1.57M +$6.01K +72 +0.4%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.55M -$342K -4,100 -18%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$1.54M – – –
YCM
124
Yousif Capital Management
Michigan
$1.53M -$118K -1,420 -7%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$1.51M -$2.51M -30,119 -62%
3 4
5
6 7