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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$1.04M +$73.7K +653 +8%
SIM
177
SummerHaven Investment Management
Connecticut
$1.02M
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$1.02M
HAI
179
Hennessy Advisors Inc
California
$1.02M -$1.02M -9,000 -50%
NMERB
180
New Mexico Educational Retirement Board
New Mexico
$1M
TPI
181
Trust Point Inc
Wisconsin
$991K -$30.8K -273 -3%
X
182
Xponance
Pennsylvania
$986K +$304K +2,693 +45%
HT
183
Headlands Technologies
Illinois
$974K +$815K +7,218 +510%
AI
184
Atria Investments
North Carolina
$949K +$88.8K +787 +10%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$931K +$203K +1,795 +28%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$923K +$85K +752 +10%
OAM
187
Oppenheimer Asset Management
New York
$919K +$26.6K +236 +3%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$904K +$207K +1,833 +30%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$837K +$282K +2,486 +51%
KCPG
190
Kavar Capital Partners Group
Kansas
$835K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$829K -$46.6K -413 -5%
FWP
192
FAS Wealth Partners
Kansas
$826K -$42K -372 -5%
CL
193
Choreo LLC
Illinois
$789K -$81.8K -721 -9%
Pictet Asset Management
194
Pictet Asset Management
Switzerland
$766K +$155K +1,369 +25%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$760K -$150K -1,328 -16%
KeyBank National Association
196
KeyBank National Association
Ohio
$751K -$90.3K -800 -11%
YIH
197
Y-Intercept (HK)
Hong Kong
$748K +$748K +6,624 New
CCB
198
Country Club Bank
Missouri
$746K
DWA
199
Douglass Winthrop Advisors
New York
$725K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$708K +$100K +886 +16%