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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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$1.12M +$1.12M +10,656 New
SOMRS
152
State of Michigan Retirement System
Michigan
$1.11M – – –
SCM
153
Sterling Capital Management
North Carolina
$1.1M +$1.1M +10,501 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.1M – – –
GC
155
Guggenheim Capital
Illinois
$1.06M -$106K -1,011 -9%
CIP
156
Convergence Investment Partners
Florida
$1.05M -$72.2K -687 -6%
NMIMC
157
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M +$5.26K +50 +0.5%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$5.78K +55 +0.6%
TPI
159
Trust Point Inc
Wisconsin
$952K -$42K -400 -4%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$949K – – –
SIM
161
SummerHaven Investment Management
Connecticut
$948K +$948K +9,023 New
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$948K -$5.26K -50 -0.6%
US Bancorp
163
US Bancorp
Minnesota
$938K -$438K -4,163 -32%
PP
164
PDT Partners
New York
$937K -$21K -200 -2%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$935K – – –
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$935K +$328K +2,997 +54%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$848K +$526 +5 +0.1%
HW
168
Hancock Whitney
Mississippi
$843K +$843K +8,022 New
OAM
169
Oppenheimer Asset Management
New York
$831K +$831K +7,908 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$816K +$213K +2,030 +35%
FWP
171
FAS Wealth Partners
Kansas
$809K -$163K -1,547 -17%
AI
172
Atria Investments
North Carolina
$801K +$264K +2,509 +49%
LPL Financial
173
LPL Financial
California
$787K -$18.9K -180 -2%
KeyBank National Association
174
KeyBank National Association
Ohio
$783K -$205K -1,948 -21%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$780K +$17.2K +163 +2%
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