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UMB Financial
UMBF

323 hedge funds and large institutions have $5.26B invested in UMB Financial in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 102 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more capital invested

Capital invested by funds: $4.1B → $5.26B (+$1.16B)

11% more funds holding

Funds holding: 292 → 323 (+31)

1.84% more ownership

Funds ownership: 100.75% → 102.59% (+1.8%)

9% more call options, than puts

Call options by funds: $536K | Put options by funds: $492K

10% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 113

Holders
323
Holders Change
+31
Holders Change %
+10.62%
% 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
102
Reduced
113
Closed
26
Calls
$536K
Puts
$492K
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$67.7M
2
ZIG
Zurich Insurance Group
Switzerland
+$45M
3
GKIM
GW&K Investment Management
Massachusetts
+$31.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$27.6M
5
SFM
Systematic Financial Management
New Jersey
+$25.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.4M
2
UB
UMB Bank
Missouri
-$40.6M
3
ProShare Advisors
ProShare Advisors
Maryland
-$40M
4
Victory Capital Management
Victory Capital Management
Texas
-$36.3M
5
Norges Bank
Norges Bank
Norway
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$623M -$4.76M -48,822 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M +$21.4M +219,627 +5%
UB
3
UMB Bank
Missouri
$494M -$40.6M -416,133 -8%
State Street
4
State Street
Massachusetts
$298M -$492K -5,050 -0.2%
Citadel Advisors
5
Citadel Advisors
Florida
$227M -$3.39M -34,822 -2%
American Century Companies
6
American Century Companies
Missouri
$205M +$19.1M +195,503 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$202M -$66.4M -680,606 -26%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$198M -$6.92M -71,012 -4%
Victory Capital Management
9
Victory Capital Management
Texas
$171M -$36.3M -371,908 -19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$168M -$9.31M -95,472 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M +$2.06M +21,091 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$99.8M +$2.42M +24,799 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$91.1M +$67.7M +694,751 +404%
Millennium Management
14
Millennium Management
New York
$89.3M +$11.3M +115,635 +16%
GKIM
15
GW&K Investment Management
Massachusetts
$68.7M +$31.1M +319,415 +96%
Bank of America
16
Bank of America
North Carolina
$62.7M +$14.8M +151,582 +34%
Charles Schwab
17
Charles Schwab
California
$61M +$2.35M +24,124 +4%
Goldman Sachs
18
Goldman Sachs
New York
$61M -$1.25M -12,819 -2%
GACM
19
Global Alpha Capital Management
Quebec, Canada
$58M +$916K +9,400 +2%
Northern Trust
20
Northern Trust
Illinois
$57.6M -$1.15M -11,792 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$52.9M -$1.39M -14,236 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.9M -$8.99M -92,234 -16%
ZIG
23
Zurich Insurance Group
Switzerland
$48.5M +$45M +461,714 New
ACL
24
Azora Capital LP
Florida
$42.1M -$1.07M -10,964 -3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$41.2M +$27.6M +282,783 +258%
1
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UMBF Hedge Fund Activity: Q3 2024 in Review

323 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2024, worth a combined $5.26B — up 28% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UMBF positions and 26 closed out — a net gain of 33 holders — while 102 added to existing stakes and 113 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $67.7M. The largest seller was Wellington Management Group, cutting an estimated $66.4M.

  • 323 institutional investors held UMB Financial (UMBF) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $5.26B of UMB Financial stock for Q3 2024, up 28% quarter-over-quarter.
  • 59 funds opened new UMB Financial positions in Q3 2024 and 26 closed out, a net change of +33 holders.
  • The largest UMB Financial buyer in Q3 2024 was Principal Financial Group, an estimated $67.7M added.
  • The largest UMB Financial seller in Q3 2024 was Wellington Management Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q3 2024.