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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 %
HAI
126
Hennessy Advisors Inc
California
$1.5M +$1.5M +18,000 New
A
127
AlphaQuest
New York
$1.48M +$876K +10,498 +144%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.48M -$87.7K -1,051 -6%
HF
129
HRT Financial
New York
$1.46M +$1.46M +17,489 New
TRCT
130
Tower Research Capital (TRC)
New York
$1.44M +$1.38M +16,509 +2,195%
Mariner
131
Mariner
Kansas
$1.42M -$28.9K -346 -2%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$1.41M – – –
CAM
133
ClariVest Asset Management
California
$1.33M +$819K +9,821 +162%
Allianz Asset Management
134
Allianz Asset Management
Germany
$1.32M +$745K +8,933 +129%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M – – –
Luther King Capital Management (LKCM)
136
Luther King Capital Management (LKCM)
Texas
$1.19M +$1.19M +14,296 New
AIP
137
Ameritas Investment Partners
Nebraska
$1.15M -$33.5K -401 -3%
PCMK
138
Paragon Capital Management (Kansas)
Kansas
$1.12M – – –
US Bancorp
139
US Bancorp
Minnesota
$1.09M +$8.84K +106 +0.8%
ASRS
140
Arizona State Retirement System
Arizona
$1.08M +$24.3K +291 +2%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$1.06M – – –
RJA
142
Raymond James & Associates
Florida
$1.04M +$806K +9,666 +347%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.03M -$16.7K -200 -2%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$948K +$83.1K +996 +10%
WG
145
Winton Group
United Kingdom
$941K -$106K -1,273 -10%
GC
146
Guggenheim Capital
Illinois
$924K -$217K -2,606 -19%
CIP
147
Convergence Investment Partners
Florida
$893K +$893K +10,708 New
SOMRS
148
State of Michigan Retirement System
Michigan
$879K -$16.7K -200 -2%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$872K +$123K +1,476 +16%
IIM
150
INTECH Investment Management
Florida
$818K +$818K +9,804 New
4 5
6
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