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UMB Financial
UMBF

Overview Fund Activity

232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

Holders
232
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
72
Reduced
99
Closed
27
Calls
$305K
Puts
–
Net Calls
+$305K
Net Calls Change
+$450K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.5M
2
American Century Companies
2
American Century Companies
Missouri
$128M
3
BlackRock
3
BlackRock
New York
$490M
4
State Street
4
State Street
Massachusetts
$176M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$412M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$82.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.14M
3
HA
3
Heartland Advisors
Wisconsin
$2.31M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$79.1M
5
Wells Fargo
5
Wells Fargo
California
$181M
Name Market Value Shares Shares
Change 		Shares
Change %
P
176
Pitcairn
Pennsylvania
$312K 3,383 -289 -8%
B
177
Bailard
California
$311K 3,365 -2,760 -45%
CC
178
Centiva Capital
New York
$309K 3,350 -1,383 -29%
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$305K 3,300 -500 -13%
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$298K 4,321 +421 +11%
AAMU
181
Amundi Asset Management US
Massachusetts
$286K 3,100 +3,100 New
FF
182
FourThought Financial
Florida
$285K 3,094 +132 +4%
SO
183
STRS Ohio
Ohio
$276K 3,000 +1,000 +50%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$274K 2,973 +2,973 New
EGM
185
Engineers Gate Manager
New York
$269K 2,910 -3,500 -55%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$268K 2,892 -206 -7%
LPL Financial
187
LPL Financial
California
$223K 2,418 +2,418 New
SCM
188
Shelton Capital Management
Colorado
$221K 2,395 +2,395 New
CC
189
Chicago Capital
Illinois
$217K 2,353 +2,353 New
Truist Financial
190
Truist Financial
North Carolina
$210K 2,276 -4,773 -68%
EIG
191
Ellenbecker Investment Group
Wisconsin
$203K 2,197 +2,197 New
AII
192
AGF Investments Inc
Ontario, Canada
$189K 2,046 -549 -21%
Macquarie Group
193
Macquarie Group
Australia
$146K 1,576 -514 -25%
Osaic Holdings
194
Osaic Holdings
Arizona
$141K 1,533 -531 -26%
MAM
195
Meeder Asset Management
Ohio
$73K 794 +686 +635%
MWC
196
MBM Wealth Consultants
Missouri
$56K 608 -131 -18%
EVM
197
Eaton Vance Management
Massachusetts
$55K 600 +600 New
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$46K 498 -340 -41%
FHA
199
First Horizon Advisors
Tennessee
$36K 400 -195 -33%
PA
200
Parallel Advisors
California
$36K 391 – –
6 7
8
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