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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 %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M – – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$1.94M – – –
JAM
128
Jupiter Asset Management
United Kingdom
$1.93M +$1.93M +18,340 New
HAI
129
Hennessy Advisors Inc
California
$1.89M – – –
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M -$4.2K -40 -0.2%
A
131
AlphaQuest
New York
$1.79M -$78.9K -751 -4%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$1.77M – – –
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$1.73M -$175K -1,665 -9%
YCM
134
Yousif Capital Management
Michigan
$1.71M -$218K -2,070 -11%
PCMK
135
Paragon Capital Management (Kansas)
Kansas
$1.66M +$246K +2,340 +17%
PI
136
PineBridge Investments
New York
$1.65M +$1.65M +15,653 New
JCIA
137
Jackson Creek Investment Advisors
Colorado
$1.63M +$1.63M +15,500 New
Allianz Asset Management
138
Allianz Asset Management
Germany
$1.61M -$56K -533 -3%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$1.56M +$1.15M +10,922 +281%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M – – –
CCM
141
Cinctive Capital Management
New York
$1.52M +$1.52M +14,415 New
New York State Common Retirement Fund
142
New York State Common Retirement Fund
New York
$1.46M -$578K -5,500 -28%
AIP
143
Ameritas Investment Partners
Nebraska
$1.43M -$11.1K -106 -0.8%
ASRS
144
Arizona State Retirement System
Arizona
$1.4M +$39.2K +373 +3%
IIM
145
INTECH Investment Management
Florida
$1.4M +$369K +3,507 +36%
Robeco Institutional Asset Management
146
Robeco Institutional Asset Management
Netherlands
$1.34M – – –
CAM
147
ClariVest Asset Management
California
$1.33M – – –
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$1.29M -$10.5K -100 -0.8%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$1.16M +$163K +1,555 +16%
OPS
150
Orion Portfolio Solutions
Nebraska
$1.12M +$1.12M +10,656 New
4 5
6
7 8