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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$498M 5,973,310 +94,062 +2%
UB
2
UMB Bank
Missouri
$427M 5,115,694 -125,937 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$375M 4,494,347 -211,038 -4%
State Street
4
State Street
Massachusetts
$237M 2,829,701 +95,146 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$217M 2,599,787 +699,724 +37%
Citadel Advisors
6
Citadel Advisors
Florida
$183M 2,195,327 +2,173,356 +9,892%
Victory Capital Management
7
Victory Capital Management
Texas
$167M 1,999,475 -12,501 -0.6%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$163M 1,954,762 +49,690 +3%
American Century Companies
9
American Century Companies
Missouri
$146M 1,752,524 +111,090 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$141M 1,689,895 +100,000 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$91.2M 1,093,160 +56,740 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$77.2M 924,888 +612,452 +196%
ProShare Advisors
13
ProShare Advisors
Maryland
$62.8M 752,576 +381,278 +103%
Millennium Management
14
Millennium Management
New York
$61.2M 733,734 +623,751 +567%
Goldman Sachs
15
Goldman Sachs
New York
$49.5M 592,849 +228,970 +63%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$48.1M 576,200 -299,442 -34%
Northern Trust
17
Northern Trust
Illinois
$46.7M 560,159 +26,532 +5%
Charles Schwab
18
Charles Schwab
California
$46.4M 556,050 +4,991 +0.9%
GACM
19
Global Alpha Capital Management
Quebec, Canada
$45.3M 542,759 +16,800 +3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$43.2M 517,622 +90,297 +21%
Bank of America
21
Bank of America
North Carolina
$37.1M 444,731 +147,164 +49%
ACL
22
Azora Capital LP
Florida
$34.4M 411,942 +411,942 New
Morgan Stanley
23
Morgan Stanley
New York
$32.9M 394,917 +67,225 +21%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$30.3M 363,572 +154,244 +74%
GKIM
25
GW&K Investment Management
Massachusetts
$27.9M 334,083 +95,511 +40%
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