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UMB Financial
UMBF

Overview Fund Activity

232 hedge funds and large institutions have $2.8B invested in UMB Financial in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+16
Holders Change %
+7.41%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
64
Reduced
101
Closed
20
Calls
–
Puts
$145K
Net Calls
-$145K
Net Calls Change
-$164K

Top Buyers

1
BlackRock
BlackRock
New York
+$15.2M
2
NI
Nuance Investments
Missouri
+$10.1M
3
SSA
Schonfeld Strategic Advisors
New York
+$7.26M
4
Victory Capital Management
Victory Capital Management
Texas
+$7.23M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.74M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$14.5M
2
CIP
Champlain Investment Partners
Vermont
-$12.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.6M
4
SAM
Skyline Asset Management
Illinois
-$7.46M
5
UB
UMB Bank
Missouri
-$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$352M -$5.14M -74,530 -1%
BlackRock
2
BlackRock
New York
$349M +$15.2M +220,459 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$295M -$1.92M -27,864 -0.6%
Wells Fargo
4
Wells Fargo
California
$144M -$1.12M -16,205 -0.8%
Victory Capital Management
5
Victory Capital Management
Texas
$120M +$7.23M +104,731 +6%
State Street
6
State Street
Massachusetts
$116M +$2.94M +42,439 +3%
CIP
7
Champlain Investment Partners
Vermont
$101M -$12.8M -184,950 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$84.4M -$1.65M -23,880 -2%
Northern Trust
9
Northern Trust
Illinois
$81.1M -$1.41M -20,368 -2%
American Century Companies
10
American Century Companies
Missouri
$77.8M +$3.5M +50,802 +5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$71.3M -$878K -12,723 -1%
Brown Advisory
12
Brown Advisory
Maryland
$53.5M +$2.16M +31,258 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$52.8M -$10.6M -153,064 -17%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$51.1M -$856K -12,402 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$50.2M +$2.12M +30,726 +4%
Ameriprise
16
Ameriprise
Minnesota
$48M -$3.65M -52,948 -7%
NI
17
Nuance Investments
Missouri
$38.2M +$10.1M +145,916 +36%
Norges Bank
18
Norges Bank
Norway
$34.6M +$2.02M +29,217 +6%
BTW
19
Boston Trust Walden
Massachusetts
$31M -$215K -3,120 -0.7%
GACM
20
Global Alpha Capital Management
Quebec, Canada
$29.3M -$1.45M -21,000 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$28.9M -$786K -11,388 -3%
Charles Schwab
22
Charles Schwab
California
$27.9M +$128K +1,850 +0.5%
Citadel Advisors
23
Citadel Advisors
Florida
$21.5M -$14.5M -209,596 -40%
Fisher Asset Management
24
Fisher Asset Management
Washington
$18.6M -$97.2K -1,409 -0.5%
ProShare Advisors
25
ProShare Advisors
Maryland
$18.6M -$1.97M -28,610 -10%
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