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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 %
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$817K +$4.09K +49 +0.5%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$811K +$5.09K +61 +0.6%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$789K -$224K -2,690 -22%
TPI
154
Trust Point Inc
Wisconsin
$789K -$3.5K -42 -0.4%
KeyBank National Association
155
KeyBank National Association
Ohio
$784K – – –
FWP
156
FAS Wealth Partners
Kansas
$771K +$157K +1,887 +26%
AI
157
Atom Investors
Texas
$771K +$349K +4,186 +83%
PP
158
PDT Partners
New York
$760K -$711K -8,524 -48%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$756K -$142K -1,700 -16%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$753K -$75.1K -900 -9%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$742K – – –
EGM
162
Engineers Gate Manager
New York
$719K +$719K +8,619 New
QC
163
Quadrature Capital
United Kingdom
$709K +$709K +8,495 New
EP
164
Edgestream Partners
New Jersey
$693K +$693K +8,310 New
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$672K +$4.34K +52 +0.6%
CIC
166
Cornercap Investment Counsel
Georgia
$646K +$646K +7,741 New
BHCM
167
Brevan Howard Capital Management
Jersey
$640K +$640K +7,668 New
LPL Financial
168
LPL Financial
California
$639K +$256K +3,069 +67%
KCPG
169
Kavar Capital Partners Group
Kansas
$617K -$16.9K -203 -3%
Lazard Asset Management
170
Lazard Asset Management
New York
$613K +$216K +2,590 +54%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$606K +$30.2K +361 +5%
QC
172
Quantedge Capital
Singapore
$559K +$133K +1,600 +31%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$556K +$212K +2,538 +62%
Pacer Advisors
174
Pacer Advisors
Pennsylvania
$549K +$5.76K +69 +1%
CCB
175
Country Club Bank
Missouri
$545K – – –
5 6
7
8 9