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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 %
FAG
176
Fortitude Advisory Group
Washington
$397K – – –
SG Americas Securities
177
SG Americas Securities
New York
$394K +$150K +1,719 +61%
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$393K -$130K -1,500 -25%
WAM
179
Wolverine Asset Management
Illinois
$385K -$104K -1,192 -21%
CCIA
180
Campbell & Co Investment Adviser
Maryland
$380K -$122K -1,407 -24%
LRPA
181
L. Roy Papp & Associates
Arizona
$379K – – –
NYLIM
182
New York Life Investment Management
New York
$376K -$144K -1,655 -28%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$359K +$34.5K +396 +11%
II
184
Inspire Investing
Idaho
$358K -$40.8K -469 -10%
Truist Financial
185
Truist Financial
North Carolina
$357K +$357K +4,102 New
P
186
Pitcairn
Pennsylvania
$351K +$52.5K +604 +18%
NSEDCP
187
NJ State Employees Deferred Compensation Plan
New Jersey
$348K – – –
AP
188
Atwood & Palmer
Missouri
$329K – – –
OQS
189
Occudo Quantitative Strategies
Florida
$327K +$327K +3,762 New
CFM
190
Catalyst Funds Management
Australia
$312K +$312K +3,590 New
S
191
SignatureFD
Georgia
$309K +$3.92K +45 +1%
SAM
192
Securian Asset Management
Minnesota
$304K -$17.4K -200 -5%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$300K +$70.4K +809 +31%
KHC
194
Koesten Hirschmann & Crabtree
Kansas
$295K – – –
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$288K -$7.22K -83 -2%
JF
196
Jump Financial
Illinois
$286K +$286K +3,285 New
PA
197
Profund Advisors
Maryland
$285K -$36.9K -424 -11%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$280K – – –
VPIM
199
Vanguard Personalized Indexing Management
California
$272K -$23.1K -266 -8%
ES
200
ETF Store
Kansas
$262K +$87 +1 +0%
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