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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$267M – – –
BlackRock
2
BlackRock
New York
$237M -$6.81M -138,910 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$211M -$11.4M -232,525 -5%
Wells Fargo
4
Wells Fargo
California
$103M +$4.74M +96,791 +5%
CIP
5
Champlain Investment Partners
Vermont
$80.5M -$5.77M -117,720 -7%
Victory Capital Management
6
Victory Capital Management
Texas
$80.2M +$11.4M +232,111 +17%
State Street
7
State Street
Massachusetts
$80.2M -$7.86M -159,392 -9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.1M +$390K +7,958 +0.6%
Northern Trust
9
Northern Trust
Illinois
$58.6M -$1.45M -29,529 -2%
American Century Companies
10
American Century Companies
Missouri
$52.8M +$7M +142,855 +15%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$51.3M +$5.27M +107,560 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45M -$1.25M -25,544 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$36.9M -$11.6M -237,522 -24%
Ameriprise
14
Ameriprise
Minnesota
$36.7M +$183K +3,738 +0.5%
Brown Advisory
15
Brown Advisory
Maryland
$36.5M +$3.13M +63,780 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$34.2M +$477K +9,733 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$25.5M +$3.01M +61,322 +13%
Norges Bank
18
Norges Bank
Norway
$23.2M -$1.03M -21,066 -4%
BTW
19
Boston Trust Walden
Massachusetts
$22.2M +$764K +15,588 +4%
GACM
20
Global Alpha Capital Management
Quebec, Canada
$21.8M +$4.59M +93,634 +27%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$21M +$1.27M +26,172 +6%
NI
22
Nuance Investments
Missouri
$20M +$3.12M +63,658 +18%
Charles Schwab
23
Charles Schwab
California
$19.8M -$108K -2,212 -0.5%
ProShare Advisors
24
ProShare Advisors
Maryland
$14.6M +$633K +12,906 +5%
EAM
25
Eagle Asset Management
Florida
$14.6M +$2.18M +44,820 +18%
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