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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $3.85B invested in UMB Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
75
Reduced
94
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$41.5M
2
State Street
State Street
Massachusetts
$200M
3
SSA
Schonfeld Strategic Advisors
New York
$32.5M
4
American Century Companies
American Century Companies
Missouri
$138M
5
ProShare Advisors
ProShare Advisors
Maryland
$30.5M

Top Sellers

1
BlackRock
BlackRock
New York
$478M
2
UB
UMB Bank
Missouri
$458M
3
CIP
Champlain Investment Partners
Vermont
$128M
4
Wells Fargo
Wells Fargo
California
$176M
5
Citadel Advisors
Citadel Advisors
Florida
$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$478M -$16M -172,047 -3%
UB
2
UMB Bank
Missouri
$458M -$9.99M -107,326 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$424M +$7.88M +84,697 +2%
State Street
4
State Street
Massachusetts
$200M +$22.2M +238,248 +13%
Wells Fargo
5
Wells Fargo
California
$176M -$6.13M -65,849 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$156M -$636K -6,836 -0.4%
American Century Companies
7
American Century Companies
Missouri
$138M +$9.06M +97,400 +7%
CIP
8
Champlain Investment Partners
Vermont
$128M -$9.11M -97,925 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$103M -$2.39M -25,711 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$87.9M +$4.79M +51,520 +6%
Northern Trust
11
Northern Trust
Illinois
$81.8M -$1.13M -12,130 -1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$81.1M +$1.4M +15,075 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$80.9M -$1.55M -16,639 -2%
Brown Advisory
14
Brown Advisory
Maryland
$77.5M -$955K -10,264 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$76.7M +$3.19M +34,298 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$68M -$996K -10,701 -1%
Ameriprise
17
Ameriprise
Minnesota
$61.2M -$2.43M -26,138 -4%
BTW
18
Boston Trust Walden
Massachusetts
$56.6M +$1.01M +10,808 +2%
NI
19
Nuance Investments
Missouri
$43M +$1.39M +14,973 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$41.5M +$31.5M +338,254 +313%
Norges Bank
21
Norges Bank
Norway
$39.5M -$2.37M -25,446 -6%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$38.2M +$104K +1,113 +0.3%
Charles Schwab
23
Charles Schwab
California
$38.1M +$429K +4,606 +1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$33.8M -$3.5M -37,663 -9%
SSA
25
Schonfeld Strategic Advisors
New York
$32.5M +$22.2M +238,840 +216%
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