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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 %
KCPG
176
Kavar Capital Partners Group
Kansas
$778K – – –
CL
177
Choreo LLC
Illinois
$776K +$776K +7,675 New
B
178
Bailard
California
$758K +$105K +1,000 +16%
CCB
179
Country Club Bank
Missouri
$687K -$4.58K -44 -0.7%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$678K -$13.5K -128 -2%
DWA
181
Douglass Winthrop Advisors
New York
$675K – – –
BHCM
182
Brevan Howard Capital Management
Jersey
$659K -$147K -1,396 -18%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$649K -$1.33M -12,676 -67%
CC
184
Centiva Capital
New York
$645K +$645K +6,135 New
X
185
Xponance
Pennsylvania
$635K +$5.68K +54 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$631K -$3.47M -33,000 -85%
State Board of Administration of Florida Retirement System
187
State Board of Administration of Florida Retirement System
Florida
$615K – – –
LCM
188
Landscape Capital Management
New Jersey
$609K +$198K +1,882 +48%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$607K +$129K +1,225 +27%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$584K +$481K +4,578 +467%
AWS
191
Atria Wealth Solutions
New York
$583K -$8.02K -76 -1%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$570K +$13.1K +125 +2%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$561K -$6.5M -62,418 -92%
AACP
194
Advantage Alpha Capital Partners
California
$554K +$90.1K +857 +19%
SEC
195
Seven Eight Capital
New York
$543K +$543K +5,165 New
SOADOR
196
State of Alaska Department of Revenue
Alaska
$532K +$36.2K +345 +7%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$517K -$148K -1,407 -22%
GFA
198
Gallagher Fiduciary Advisors
Illinois
$515K +$124K +1,184 +32%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$487K -$31.5K -300 -6%
SCTC
200
Sanibel Captiva Trust Company
Florida
$481K – – –
6 7
8
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