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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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.35M +$988K +9,399 +42%
EC
102
EJF Capital
Virginia
$3.34M +$1.03M +9,762 +44%
HSA
103
Hussman Strategic Advisors
Maryland
$3.31M – – –
Creative Planning
104
Creative Planning
Kansas
$3.29M -$876K -8,331 -21%
Comerica Bank
105
Comerica Bank
Texas
$3.21M -$70K -666 -2%
BCM
106
Bridgeway Capital Management
Texas
$3.18M +$736K +7,000 +30%
ECM
107
ExodusPoint Capital Management
New York
$3.16M +$3.16M +30,073 New
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$3.06M +$610K +5,800 +25%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$3.04M +$1.03M +9,803 +51%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$2.88M -$280K -2,660 -9%
Man Group
111
Man Group
United Kingdom
$2.84M -$4.4M -41,884 -61%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$2.73M +$10.1K +100 +0.4%
Mirae Asset Global ETFs Holdings
113
Mirae Asset Global ETFs Holdings
Hong Kong
$2.58M +$183K +1,740 +8%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$2.47M -$225K -2,140 -8%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$2.37M -$10.7M -101,690 -82%
MPM
116
Meritage Portfolio Management
Kansas
$2.28M – – –
JIC
117
Johnson Investment Counsel
Ohio
$2.25M +$2.25M +21,450 New
Cerity Partners
118
Cerity Partners
New York
$2.24M +$1.98M +18,817 +767%
Mariner
119
Mariner
Kansas
$2.2M +$412K +3,925 +23%
FNBOO
120
First National Bank of Omaha
Nebraska
$2.17M -$31.3K -298 -1%
KTA
121
Keeley-Teton Advisors
Illinois
$2.15M – – –
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$2.1M -$2.08M -19,756 -50%
AB
123
Amalgamated Bank
New York
$2.1M -$141K -1,343 -6%
Truist Financial
124
Truist Financial
North Carolina
$2.05M +$1.6M +15,244 +360%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$2.03M -$484K -4,605 -19%
3 4
5
6 7