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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
72
Reduced
88
Closed
18
Calls
$968K
Puts
$402K
Net Calls
+$566K
Net Calls Change
+$195K

Top Buyers

1
Invesco
Invesco
Georgia
+$27M
2
Citadel Advisors
Citadel Advisors
Florida
+$18.6M
3
Wells Fargo
Wells Fargo
California
+$18M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$12.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.66M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$66.4M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.1M
4
BlackRock
BlackRock
New York
-$9.97M
5
ProShare Advisors
ProShare Advisors
Maryland
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$267M -$1.79M -34,653 -0.7%
BlackRock
2
BlackRock
New York
$256M -$9.97M -193,487 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$234M -$17.1M -332,685 -7%
Wells Fargo
4
Wells Fargo
California
$103M +$18M +349,123 +21%
State Street
5
State Street
Massachusetts
$92.5M +$5.31M +102,367 +6%
CIP
6
Champlain Investment Partners
Vermont
$90.8M -$2.01M -39,055 -2%
Victory Capital Management
7
Victory Capital Management
Texas
$72.4M -$66.4M -1,288,864 -48%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.9M +$666K +12,928 +1%
Northern Trust
9
Northern Trust
Illinois
$63.1M -$543K -10,532 -0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$51M -$1.97M -38,225 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$48.6M +$5.72M +110,914 +13%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$48.4M +$6.66M +129,166 +16%
American Century Companies
13
American Century Companies
Missouri
$48.1M -$64.1M -1,243,806 -57%
Ameriprise
14
Ameriprise
Minnesota
$38.4M -$2.47M -48,026 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$35.5M -$337K -6,531 -0.9%
Brown Advisory
16
Brown Advisory
Maryland
$35.1M -$500K -9,703 -1%
Invesco
17
Invesco
Georgia
$30.7M +$27M +524,549 +746%
Norges Bank
18
Norges Bank
Norway
$25.5M +$1.11M +21,506 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$23.7M +$18.6M +361,479 +368%
BTW
20
Boston Trust Walden
Massachusetts
$22.5M +$1.61M +31,249 +8%
Charles Schwab
21
Charles Schwab
California
$20.9M -$65.3K -1,267 -0.3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$20.8M -$3.44M -66,712 -14%
GACM
23
Global Alpha Capital Management
Quebec, Canada
$18.1M -$4.54M -87,990 -20%
NI
24
Nuance Investments
Missouri
$17.8M +$5.25M +101,838 +42%
ProShare Advisors
25
ProShare Advisors
Maryland
$14.7M -$6.5M -126,093 -31%
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