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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 %
SSA
201
Schonfeld Strategic Advisors
New York
$479K -$5.5M -52,294 -92%
WIM
202
WealthPlan Investment Management
Nebraska
$470K +$631 +6 +0.1%
FAG
203
Fortitude Advisory Group
Washington
$437K -$41.6K -396 -9%
VPIM
204
Vanguard Personalized Indexing Management
California
$430K +$21.9K +208 +5%
TCM
205
Teza Capital Management
Illinois
$427K +$427K +4,067 New
LRPA
206
L. Roy Papp & Associates
Arizona
$424K – – –
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$422K – – –
NSEDCP
208
NJ State Employees Deferred Compensation Plan
New Jersey
$420K – – –
CPC
209
Cookson Peirce & Co
Pennsylvania
$416K +$416K +3,961 New
P
210
Pitcairn
Pennsylvania
$416K -$41.3K -393 -9%
II
211
Inspire Investing
Idaho
$414K -$29.5K -281 -7%
PA
212
Profund Advisors
Maryland
$412K +$44.5K +423 +12%
AAS
213
Avantax Advisory Services
Texas
$402K +$402K +3,827 New
CM
214
Crestline Management
Texas
$399K +$399K +3,796 New
AP
215
Atwood & Palmer
Missouri
$397K – – –
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$382K -$318K -3,023 -45%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$371K +$371K +3,533 New
S
218
SignatureFD
Georgia
$369K +$4.2K +40 +1%
CGH
219
Crossmark Global Holdings
Texas
$362K +$362K +3,448 New
SAM
220
Securian Asset Management
Minnesota
$357K -$10.5K -100 -3%
AA
221
AlphaMark Advisors
Kentucky
$357K -$46.8K -446 -12%
KHC
222
Koesten Hirschmann & Crabtree
Kansas
$356K – – –
FNA
223
First National Advisers
Nebraska
$348K +$27.5K +262 +9%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$347K +$99.1K +943 +40%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$338K – – –
7 8
9
10 11