UMB Financial
UMBF
293 hedge funds and large institutions have $4.1B invested in UMB Financial in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 29 closing their positions.
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
50% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 80
13.57% more ownership
Funds ownership: 87.18% → 100.75% (+14%)
11% more capital invested
Capital invested by funds: $3.7B → $4.1B (+$400M)
8% more funds holding
Funds holding: 272 → 293 (+21)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more call options, than puts
Call options by funds: $133K | Put options by funds: $133K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$178M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.4M |
| 3 |
Millennium Management
New York
|
+$51.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.2M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$45.2M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$31M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$27.6M |
| 4 |
Bank of New York Mellon
New York
|
-$24.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.3M |
UMBF Hedge Fund Activity: Q2 2024 in Review
293 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2024, worth a combined $4.1B — up 11% from $3.7B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new UMBF positions and 29 closed out — a net gain of 22 holders — while 120 added to existing stakes and 80 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $178M. The largest seller was Ameriprise, cutting an estimated $45.2M.
- 293 institutional investors held UMB Financial (UMBF) as of Q2 2024, up from 272 in Q1 2024.
- Funds reported $4.1B of UMB Financial stock for Q2 2024, up 11% quarter-over-quarter.
- 51 funds opened new UMB Financial positions in Q2 2024 and 29 closed out, a net change of +22 holders.
- The largest UMB Financial buyer in Q2 2024 was Citadel Advisors, an estimated $178M added.
- The largest UMB Financial seller in Q2 2024 was Ameriprise, an estimated $45.2M sold.
Based on aggregated 13F filings for Q2 2024.