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UMB Financial
UMBF

Overview Fund Activity

292 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
50
Increased
121
Reduced
80
Closed
28
Calls
$133K
Puts
$133K
Net Calls
–
Net Calls Change
+$18K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$183M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$217M
3
Millennium Management
3
Millennium Management
New York
$61.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$77.2M
5
ACL
5
Azora Capital LP
Florida
$34.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.75M
2
BTW
2
Boston Trust Walden
Massachusetts
$25.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$6.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$48.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$354K +$11.3K +136 +3%
II
202
Inspire Investing
Idaho
$352K +$8.01K +96 +2%
GCM
203
Graham Capital Management
Connecticut
$338K +$338K +4,048 New
LRPA
204
L. Roy Papp & Associates
Arizona
$336K -$27.1K -325 -7%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$335K -$41.7K -500 -11%
NSEDCP
206
NJ State Employees Deferred Compensation Plan
New Jersey
$334K – – –
LCM
207
Landscape Capital Management
New Jersey
$326K +$326K +3,910 New
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$325K -$515K -6,150 -61%
VPIM
209
Vanguard Personalized Indexing Management
California
$324K +$62.9K +754 +24%
AA
210
AlphaMark Advisors
Kentucky
$321K +$321K +3,845 New
NC
211
nVerses Capital
Florida
$317K +$317K +3,800 New
AP
212
Atwood & Palmer
Missouri
$315K – – –
GFA
213
Gallagher Fiduciary Advisors
Illinois
$310K +$310K +3,718 New
KHC
214
Koesten Hirschmann & Crabtree
Kansas
$295K – – –
BC
215
Bridgefront Capital
Texas
$293K +$293K +3,510 New
SAM
216
Securian Asset Management
Minnesota
$292K – – –
PA
217
Profund Advisors
Maryland
$291K +$18.4K +220 +7%
WP
218
WealthPLAN Partners
Nebraska
$291K -$218K -2,614 -43%
S
219
SignatureFD
Georgia
$290K -$6.01K -72 -2%
Vontobel Holding
220
Vontobel Holding
Switzerland
$270K +$270K +3,232 New
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$268K – – –
FNA
222
First National Advisers
Nebraska
$254K +$23K +276 +10%
ES
223
ETF Store
Kansas
$243K -$8.51K -102 -3%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$234K -$7.59K -91 -3%
HNWAG
225
High Net Worth Advisory Group
Florida
$234K – – –
7 8
9
10 11