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UMB Financial
UMBF

Overview Fund Activity

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$50.8M
2
Goldman Sachs
Goldman Sachs
New York
$114M
3
State Street
State Street
Massachusetts
$354M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$34.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.9M

Top Sellers

1
UB
UMB Bank
Missouri
$498M
2
ACL
Azora Capital LP
Florida
$20.3M
3
Victory Capital Management
Victory Capital Management
Texas
$163M
4
Bank of America
Bank of America
North Carolina
$48.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$89.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$683M +$14.3M +126,719 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M +$5.47M +48,507 +1%
UB
3
UMB Bank
Missouri
$498M -$32.8M -290,779 -6%
State Street
4
State Street
Massachusetts
$354M +$34.5M +304,875 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$228M -$15.7M -138,924 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$228M +$11.5M +102,104 +5%
American Century Companies
7
American Century Companies
Missouri
$215M -$4.58M -40,605 -2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$194M -$16.2M -144,955 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$171M -$8.96M -79,416 -5%
Victory Capital Management
10
Victory Capital Management
Texas
$163M -$20.2M -179,373 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$126M -$202K -1,791 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$114M +$48.7M +431,444 +74%
Principal Financial Group
13
Principal Financial Group
Iowa
$90.9M -$6.96M -61,658 -7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$89.2M -$18M -159,161 -17%
Millennium Management
15
Millennium Management
New York
$87.7M -$8.13M -72,061 -8%
GKIM
16
GW&K Investment Management
Massachusetts
$73.4M -$375K -3,326 -0.5%
Northern Trust
17
Northern Trust
Illinois
$71.9M +$10M +88,705 +16%
Charles Schwab
18
Charles Schwab
California
$63.6M -$1.85M -16,412 -3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$52.3M -$4.5M -39,840 -8%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$52M +$7.75M +68,634 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$50.9M -$3.7M -32,822 -7%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$50.8M +$50.4M +446,454 +12,637%
Bank of America
23
Bank of America
North Carolina
$48.5M -$18.8M -166,394 -28%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$48.3M +$7.62M +67,480 +19%
FGP
25
Freestone Grove Partners
California
$48.2M +$48.2M +427,390 New
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