UMBF icon

UMB Financial
UMBF

Overview Fund Activity

240 hedge funds and large institutions have $3.96B invested in UMB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
67
Reduced
111
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
EVM
Eaton Vance Management
Massachusetts
$28.6M
3
HF
HRT Financial
New York
$13.3M
4
Millennium Management
Millennium Management
New York
$13M
5
Citadel Advisors
Citadel Advisors
Florida
$11.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$7.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
$408M
3
State Street
State Street
Massachusetts
$183M
4
EAM
Eagle Asset Management
Florida
$7.73M
5
Brown Advisory
Brown Advisory
Maryland
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$487M -$9.42M -97,453 -2%
UB
2
UMB Bank
Missouri
$474M -$1.55M -16,039 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$408M -$31.9M -329,747 -7%
State Street
4
State Street
Massachusetts
$183M -$24.4M -251,554 -12%
Wells Fargo
5
Wells Fargo
California
$181M -$2.45M -25,304 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$162M -$972K -10,052 -0.6%
American Century Companies
7
American Century Companies
Missouri
$146M +$2.32M +24,019 +2%
CIP
8
Champlain Investment Partners
Vermont
$136M +$2.52M +26,075 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$121M +$30.1M +311,179 +33%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$107M -$78.9K -816 -0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$85.8M +$1.66M +17,138 +2%
Northern Trust
12
Northern Trust
Illinois
$82.2M -$2.83M -29,246 -3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$80.7M -$3.62M -37,433 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$74.8M -$4.85M -50,170 -6%
Brown Advisory
15
Brown Advisory
Maryland
$69.4M -$11.1M -114,597 -14%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$67.3M -$3.37M -34,890 -5%
Ameriprise
17
Ameriprise
Minnesota
$60M -$3.59M -37,096 -6%
BTW
18
Boston Trust Walden
Massachusetts
$59.1M +$216K +2,237 +0.4%
NI
19
Nuance Investments
Missouri
$45.1M +$353K +3,648 +0.8%
SSA
20
Schonfeld Strategic Advisors
New York
$41.2M +$7.36M +76,104 +22%
Charles Schwab
21
Charles Schwab
California
$39.5M -$111K -1,143 -0.3%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$39.4M -$377K -3,900 -0.9%
Norges Bank
23
Norges Bank
Norway
$38.8M -$2.2M -22,721 -5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$35.1M -$40.2K -416 -0.1%
Bank of America
25
Bank of America
North Carolina
$34.3M +$4.49M +46,461 +15%
1
2 3 4 5