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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$41.5M
2
State Street
State Street
Massachusetts
$200M
3
SSA
Schonfeld Strategic Advisors
New York
$32.5M
4
American Century Companies
American Century Companies
Missouri
$138M
5
ProShare Advisors
ProShare Advisors
Maryland
$30.5M

Top Sellers

1
BlackRock
BlackRock
New York
$478M
2
UB
UMB Bank
Missouri
$458M
3
CIP
Champlain Investment Partners
Vermont
$128M
4
Wells Fargo
Wells Fargo
California
$176M
5
Citadel Advisors
Citadel Advisors
Florida
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
26
ProShare Advisors
Maryland
$30.5M +$8.98M +96,535 +42%
Bank of America
27
Bank of America
North Carolina
$28.6M -$4.21M -45,219 -13%
Fisher Asset Management
28
Fisher Asset Management
Washington
$22.6M -$1.29M -13,876 -5%
AQR Capital Management
29
AQR Capital Management
Connecticut
$22.4M +$1.51M +16,183 +7%
CIP
30
Chartwell Investment Partners
Pennsylvania
$20.1M -$187K -2,008 -0.9%
EAM
31
Eagle Asset Management
Florida
$19.1M -$4.57M -49,100 -19%
DRZID
32
DePrince Race & Zollo Inc (DRZ)
Florida
$19.1M -$1.43M -15,320 -7%
Principal Financial Group
33
Principal Financial Group
Iowa
$19M +$5M +53,776 +36%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$17.8M -$1.32M -14,155 -7%
HAM
35
Hillcrest Asset Management
Texas
$15.1M -$2.82M -30,250 -16%
Goldman Sachs
36
Goldman Sachs
New York
$14.9M -$586K -6,300 -4%
RA
37
Royce & Associates
New York
$13.6M +$88.4K +950 +0.7%
TAM
38
Third Avenue Management
New York
$13.6M – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.4M -$479K -5,145 -3%
Man Group
40
Man Group
United Kingdom
$13M -$1.79M -19,280 -12%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$12.6M -$443K -4,760 -3%
Invesco
42
Invesco
Georgia
$11.8M +$2.58M +27,745 +28%
MOACM
43
Mutual of America Capital Management
New York
$11.1M -$196K -2,110 -2%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$10.8M -$3.29M -35,344 -23%
TCM
45
Tributary Capital Management
Nebraska
$10.8M -$161K -1,726 -1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$10M -$61.4K -660 -0.6%
Legal & General Group
47
Legal & General Group
United Kingdom
$9.37M +$1.25M +13,460 +15%
Swiss National Bank
48
Swiss National Bank
Switzerland
$9.35M -$354K -3,800 -4%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$9.24M +$436K +4,688 +5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$9.22M -$337K -3,624 -4%
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