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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$623M 5,924,488 -48,822 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M 4,713,974 +219,627 +5%
UB
3
UMB Bank
Missouri
$494M 4,699,561 -416,133 -8%
State Street
4
State Street
Massachusetts
$298M 2,824,651 -5,050 -0.2%
Citadel Advisors
5
Citadel Advisors
Florida
$227M 2,160,505 -34,822 -2%
American Century Companies
6
American Century Companies
Missouri
$205M 1,948,027 +195,503 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$202M 1,919,181 -680,606 -26%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$198M 1,883,750 -71,012 -4%
Victory Capital Management
9
Victory Capital Management
Texas
$171M 1,627,567 -371,908 -19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$168M 1,594,423 -95,472 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M 1,114,251 +21,091 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$99.8M 949,687 +24,799 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$91.1M 866,848 +694,751 +404%
Millennium Management
14
Millennium Management
New York
$89.3M 849,369 +115,635 +16%
GKIM
15
GW&K Investment Management
Massachusetts
$68.7M 653,498 +319,415 +96%
Bank of America
16
Bank of America
North Carolina
$62.7M 596,313 +151,582 +34%
Charles Schwab
17
Charles Schwab
California
$61M 580,174 +24,124 +4%
Goldman Sachs
18
Goldman Sachs
New York
$61M 580,030 -12,819 -2%
GACM
19
Global Alpha Capital Management
Quebec, Canada
$58M 552,159 +9,400 +2%
Northern Trust
20
Northern Trust
Illinois
$57.6M 548,367 -11,792 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$52.9M 503,386 -14,236 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.9M 483,966 -92,234 -16%
ZIG
23
Zurich Insurance Group
Switzerland
$48.5M 461,714 +461,714 New
ACL
24
Azora Capital LP
Florida
$42.1M 400,978 -10,964 -3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$41.2M 392,397 +282,783 +258%
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