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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 %
Cerity Partners
201
Cerity Partners
New York
$258K +$258K +2,968 New
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$252K +$252K +2,896 New
KCM
203
Kornitzer Capital Management
Kansas
$244K -$1.74K -20 -0.7%
HNWAG
204
High Net Worth Advisory Group
Florida
$244K – – –
RJA
205
Raymond James & Associates
Florida
$242K +$242K +2,785 New
Two Sigma Investments
206
Two Sigma Investments
New York
$242K +$7.31K +84 +3%
FNA
207
First National Advisers
Nebraska
$241K +$241K +2,772 New
CGH
208
Crossmark Global Holdings
Texas
$239K +$9.21K +106 +4%
QCG
209
Quadrant Capital Group
Ohio
$238K -$1.04K -12 -0.4%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$237K – – –
HighTower Advisors
211
HighTower Advisors
Illinois
$207K -$98.6K -1,125 -32%
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$203K -$19.4K -223 -9%
CTC
213
Central Trust Company
Missouri
$183K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$158K +$17.9K +205 +13%
PAS
215
Point72 Asia (Singapore)
Singapore
$110K +$64.5K +742 +141%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$103K -$76.7K -882 -43%
KBC Group
217
KBC Group
Belgium
$92K -$32.7K -376 -26%
Osaic Holdings
218
Osaic Holdings
Arizona
$87.5K -$95.4K -1,096 -52%
CSB
219
City State Bank
Iowa
$70K – – –
TRCT
220
Tower Research Capital (TRC)
New York
$65.4K -$1.31M -15,037 -95%
PA
221
Parallel Advisors
California
$65K -$1.39K -16 -2%
NA
222
NewEdge Advisors
Louisiana
$53.2K +$53.2K +611 New
SOW
223
State of Wyoming
Wyoming
$50.1K +$50.1K +576 New
FHA
224
First Horizon Advisors
Tennessee
$47.6K +$4K +46 +9%
MTIC
225
Missouri Trust & Investment Company
Missouri
$43.5K – – –
7 8
9
10 11