UMB Financial
UMBF
353 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 24 closing their positions.
673% more call options, than puts
Call options by funds: $1.57M | Put options by funds: $203K
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 115
10% more capital invested
Capital invested by funds: $5.26B → $5.77B (+$515M)
9% more funds holding
Funds holding: 323 → 353 (+30)
2.26% more ownership
Funds ownership: 102.59% → 104.85% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$51.6M |
| 2 |
Goldman Sachs
New York
|
+$49.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$35.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$26.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$33.6M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$25.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$20.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$19.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.4M |
UMBF Hedge Fund Activity: Q4 2024 in Review
353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2024, worth a combined $5.77B — up 9.8% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new UMBF positions and 24 closed out — a net gain of 33 holders — while 131 added to existing stakes and 115 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $51.6M. The largest seller was UMB Bank, cutting an estimated $33.6M.
- 353 institutional investors held UMB Financial (UMBF) as of Q4 2024, up from 323 in Q3 2024.
- Funds reported $5.77B of UMB Financial stock for Q4 2024, up 9.8% quarter-over-quarter.
- 57 funds opened new UMB Financial positions in Q4 2024 and 24 closed out, a net change of +33 holders.
- The largest UMB Financial buyer in Q4 2024 was Neuberger Berman Group, an estimated $51.6M added.
- The largest UMB Financial seller in Q4 2024 was UMB Bank, an estimated $33.6M sold.
Based on aggregated 13F filings for Q4 2024.