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UMB Financial
UMBF

Overview Fund Activity

253 hedge funds and large institutions have $4.14B invested in UMB Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
81
Reduced
102
Closed
29
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$1.18M

Top Buyers

1
State Street
State Street
Massachusetts
$362M
2
BTW
Boston Trust Walden
Massachusetts
$79.9M
3
FWM
Frontier Wealth Management
Missouri
$13.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$75.7M
5
Brown Advisory
Brown Advisory
Maryland
$52.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$88.4M
3
Victory Capital Management
Victory Capital Management
Texas
$145M
4
UBS Group
UBS Group
Switzerland
$2.64M
5
UB
UMB Bank
Missouri
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$566M -$13.3M -136,555 -2%
BlackRock
2
BlackRock
New York
$502M +$1.62M +16,698 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$419M +$1.05M +10,791 +0.3%
State Street
4
State Street
Massachusetts
$362M +$162M +1,661,449 +81%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$164M -$847K -8,714 -0.5%
Victory Capital Management
6
Victory Capital Management
Texas
$145M -$16.3M -168,130 -10%
CIP
7
Champlain Investment Partners
Vermont
$130M -$6.08M -62,560 -4%
American Century Companies
8
American Century Companies
Missouri
$126M +$1.09M +11,224 +0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$103M +$1.11M +11,391 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$88.4M -$19.8M -204,025 -18%
BTW
11
Boston Trust Walden
Massachusetts
$79.9M +$20.5M +211,067 +35%
Northern Trust
12
Northern Trust
Illinois
$78.4M -$2.83M -29,168 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$78.3M +$388K +3,994 +0.5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$75.7M +$7.88M +81,064 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$75.2M -$7.55M -77,709 -9%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$72.3M -$4.47M -45,996 -6%
Ameriprise
17
Ameriprise
Minnesota
$61M +$1.68M +17,286 +3%
Brown Advisory
18
Brown Advisory
Maryland
$52.8M +$7.18M +73,925 +16%
GACM
19
Global Alpha Capital Management
Quebec, Canada
$45.7M +$5.69M +58,600 +14%
NI
20
Nuance Investments
Missouri
$43M -$369K -3,797 -0.9%
Charles Schwab
21
Charles Schwab
California
$41.4M +$1.21M +12,493 +3%
Norges Bank
22
Norges Bank
Norway
$39M – – –
SSA
23
Schonfeld Strategic Advisors
New York
$36.8M +$2.18M +22,404 +6%
Bank of America
24
Bank of America
North Carolina
$35.4M -$2.55M -26,217 -7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$33.2M -$3.04M -31,241 -8%
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