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UMB Financial
UMBF

Overview Fund Activity

272 hedge funds and large institutions have $3.6B invested in UMB Financial in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 16 closing their positions.

Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
114
Reduced
86
Closed
16
Calls
–
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$512K

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$85.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M
3
Millennium Management
3
Millennium Management
New York
$25.8M
4
Man Group
4
Man Group
United Kingdom
$11.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.3M

Top Sellers

1
SSA
1
Schonfeld Strategic Advisors
New York
$0
2
Northern Trust
2
Northern Trust
Illinois
$47.4M
3
GC
3
Gillson Capital
Illinois
$0
4
UB
4
UMB Bank
Missouri
$484M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$484M 5,737,728 -75,807 -1%
BlackRock
2
BlackRock
New York
$448M 5,316,485 -33,508 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$367M 4,356,268 +174,204 +4%
State Street
4
State Street
Massachusetts
$312M 3,689,244 -8,169 -0.2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$142M 1,679,571 -5,448 -0.3%
American Century Companies
6
American Century Companies
Missouri
$137M 1,629,937 -49,065 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$130M 1,545,445 +22,901 +2%
CIP
8
Champlain Investment Partners
Vermont
$108M 1,275,515 -12,520 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$91.4M 1,084,657 +10,651 +1%
BTW
10
Boston Trust Walden
Massachusetts
$85.7M 1,017,004 +181,504 +22%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$69.2M 820,590 -51,984 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$68.6M 813,320 +10,131 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$61.1M 724,617 +12,972 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$59.1M 701,645 -36,589 -5%
Ameriprise
15
Ameriprise
Minnesota
$57.4M 681,153 +66,385 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$57.4M 680,612 -4,354 -0.6%
Northern Trust
17
Northern Trust
Illinois
$47.4M 562,010 -213,986 -28%
Brown Advisory
18
Brown Advisory
Maryland
$44.6M 529,103 -4,519 -0.8%
NI
19
Nuance Investments
Missouri
$41M 486,137 +940 +0.2%
GACM
20
Global Alpha Capital Management
Quebec, Canada
$40.9M 484,632 +56,600 +13%
Charles Schwab
21
Charles Schwab
California
$39M 462,089 +32,921 +8%
Norges Bank
22
Norges Bank
Norway
$34.7M 411,251 +40,890 +11%
Goldman Sachs
23
Goldman Sachs
New York
$33.3M 394,939 -67,418 -15%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$29.7M 352,015 -68,673 -16%
Fisher Asset Management
25
Fisher Asset Management
Washington
$29.3M 347,069 -3,835 -1%
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