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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 %
WG
126
Winton Group
United Kingdom
$1.09M +$541K +6,219 +98%
JCIA
127
Jackson Creek Investment Advisors
Colorado
$1.08M +$1.08M +12,412 New
RJFSA
128
Raymond James Financial Services Advisors
Florida
$1.06M -$65.7K -755 -6%
Prudential Financial
129
Prudential Financial
New Jersey
$1.05M -$545K -6,268 -34%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$937K -$133K -1,531 -12%
SOMRS
131
State of Michigan Retirement System
Michigan
$934K +$26.1K +300 +3%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$901K +$785K +9,028 +676%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$872K -$800K -9,200 -48%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$864K – – –
B
135
Bailard
California
$864K – – –
NMIMC
136
Northwestern Mutual Investment Management Company
Wisconsin
$847K +$2.18K +25 +0.3%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$840K +$2.09K +24 +0.2%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$833K -$382K -4,390 -31%
TPI
139
Trust Point Inc
Wisconsin
$826K +$347K +3,986 +72%
KeyBank National Association
140
KeyBank National Association
Ohio
$818K -$18.7K -215 -2%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$781K -$89.9K -1,034 -10%
NMERB
142
New Mexico Educational Retirement Board
New Mexico
$774K – – –
Axa
143
Axa
France
$721K +$721K +8,291 New
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$697K +$87 +1 +0%
DWA
145
Douglass Winthrop Advisors
New York
$697K +$697K +8,010 New
CSS
146
Cubist Systematic Strategies
Connecticut
$663K -$289K -3,322 -30%
KCPG
147
Kavar Capital Partners Group
Kansas
$662K +$26.4K +303 +4%
FWP
148
FAS Wealth Partners
Kansas
$640K +$2.35K +27 +0.4%
A
149
AlphaQuest
New York
$634K -$840K -9,652 -57%
Allianz Asset Management
150
Allianz Asset Management
Germany
$603K – – –
4 5
6
7 8