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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 %
BlackRock
1
BlackRock
New York
$490M 5,310,064 +258,315 +5%
UB
2
UMB Bank
Missouri
$464M 5,024,663 -76,614 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$412M 4,466,765 +186,707 +4%
Wells Fargo
4
Wells Fargo
California
$181M 1,961,145 -119,288 -6%
State Street
5
State Street
Massachusetts
$176M 1,902,022 +234,439 +14%
Victory Capital Management
6
Victory Capital Management
Texas
$156M 1,687,607 -53,795 -3%
CIP
7
Champlain Investment Partners
Vermont
$136M 1,472,975 +14,645 +1%
American Century Companies
8
American Century Companies
Missouri
$128M 1,390,316 +262,869 +23%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$104M 1,131,641 -91,293 -7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$82.5M 893,546 +680,624 +320%
Northern Trust
11
Northern Trust
Illinois
$82.3M 891,483 -283,436 -24%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.8M 886,277 +121,631 +16%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$79.1M 856,436 -177,311 -17%
Brown Advisory
14
Brown Advisory
Maryland
$77.8M 842,595 +66,456 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$72.9M 789,388 +61,108 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$68.5M 741,520 +1,312 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$63.1M 683,688 -12,715 -2%
BTW
18
Boston Trust Walden
Massachusetts
$55.2M 597,695 +147,814 +33%
Norges Bank
19
Norges Bank
Norway
$41.5M 449,855 -52,120 -10%
NI
20
Nuance Investments
Missouri
$41.3M 447,485 -106,764 -19%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$37.8M 409,719 -14,370 -3%
Charles Schwab
22
Charles Schwab
California
$37.4M 404,935 +82 +0%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$37M 400,700 -18,385 -4%
Bank of America
24
Bank of America
North Carolina
$32.6M 352,966 +101,224 +40%
Fisher Asset Management
25
Fisher Asset Management
Washington
$23.7M 256,661 -12,748 -5%
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