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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 %
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$601K +$27.6K +316 +5%
VI
152
Versor Investments
New York
$600K +$600K +6,900 New
Walleye Capital
153
Walleye Capital
New York
$592K -$10.3M -118,048 -95%
Federated Hermes
154
Federated Hermes
Pennsylvania
$579K -$21.4K -246 -4%
CCB
155
Country Club Bank
Missouri
$578K – – –
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$566K -$4.87K -56 -0.9%
X
157
Xponance
Pennsylvania
$550K -$7.48K -86 -1%
WP
158
WealthPLAN Partners
Nebraska
$530K -$6.07M -69,797 -92%
CAM
159
ClariVest Asset Management
California
$528K +$1.57K +18 +0.3%
WIM
160
WealthPlan Investment Management
Nebraska
$513K -$4.87M -56,020 -90%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$502K -$52.1K -599 -9%
AWS
162
Atria Wealth Solutions
New York
$488K +$13.1K +150 +3%
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$461K – – –
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$459K +$11.2K +128 +2%
State Board of Administration of Florida Retirement System
165
State Board of Administration of Florida Retirement System
Florida
$457K -$273K -4,730 -37%
QC
166
Quantedge Capital
Singapore
$444K +$444K +5,100 New
AI
167
Atom Investors
Texas
$439K +$439K +5,051 New
Point72 Asset Management
168
Point72 Asset Management
Connecticut
$426K +$244K +2,800 +133%
AACP
169
Advantage Alpha Capital Partners
California
$424K -$142K -1,638 -25%
VI
170
Vestcor Inc
New Brunswick, Canada
$415K +$415K +4,773 New
Lazard Asset Management
171
Lazard Asset Management
New York
$414K +$259K +2,985 +167%
SC
172
Savant Capital
Illinois
$413K +$413K +4,744 New
SOADOR
173
State of Alaska Department of Revenue
Alaska
$410K – – –
LPL Financial
174
LPL Financial
California
$400K +$33.9K +390 +9%
SCTC
175
Sanibel Captiva Trust Company
Florida
$398K – – –
5 6
7
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