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UMB Financial
UMBF

Overview Fund Activity

256 hedge funds and large institutions have $4.48B invested in UMB Financial in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+16
Holders Change %
+6.67%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
33
Increased
92
Reduced
87
Closed
15
Calls
$318K
Puts
$1.04M
Net Calls
-$722K
Net Calls Change
-$722K

Top Buyers

1
UB
UMB Bank
Missouri
$632M
2
Millennium Management
Millennium Management
New York
$41.6M
3
State Street
State Street
Massachusetts
$218M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$8.52M
2
Brown Advisory
Brown Advisory
Maryland
$49.8M
3
American Century Companies
American Century Companies
Missouri
$137M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$632M +$112M +1,055,926 +22%
BlackRock
2
BlackRock
New York
$546M +$11.4M +106,975 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$456M +$8.35M +78,731 +2%
State Street
4
State Street
Massachusetts
$218M +$16.8M +157,980 +8%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$180M +$180M +1,692,690 New
Victory Capital Management
6
Victory Capital Management
Texas
$176M -$1.22M -11,488 -0.7%
CIP
7
Champlain Investment Partners
Vermont
$148M -$320K -3,020 -0.2%
American Century Companies
8
American Century Companies
Missouri
$137M -$23.6M -222,738 -15%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$118M -$15.1M -142,032 -11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$112M -$5.75M -54,186 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$90.4M -$3.69M -34,818 -4%
Northern Trust
12
Northern Trust
Illinois
$88.7M -$1.47M -13,810 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$85M +$2.97M +27,972 +4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$83.8M -$4.67M -43,990 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$74.1M +$233K +2,200 +0.3%
BTW
16
Boston Trust Walden
Massachusetts
$64.9M +$83.7K +789 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$64.8M -$1.06M -10,025 -2%
Brown Advisory
18
Brown Advisory
Maryland
$49.8M -$26.4M -248,394 -35%
NI
19
Nuance Investments
Missouri
$47.3M -$2.13M -20,119 -4%
Charles Schwab
20
Charles Schwab
California
$43.9M +$534K +5,035 +1%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$43.7M +$488K +4,600 +1%
Norges Bank
22
Norges Bank
Norway
$42.6M – – –
Millennium Management
23
Millennium Management
New York
$41.6M +$27.4M +258,108 +193%
Bank of America
24
Bank of America
North Carolina
$41.4M +$3.81M +35,872 +10%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$39.6M +$1.11M +10,497 +3%
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