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UMB Financial
UMBF

Overview Fund Activity

265 hedge funds and large institutions have $3.65B invested in UMB Financial in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-7
Holders Change %
-2.57%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
102
Reduced
101
Closed
32
Calls
–
Puts
$443K
Net Calls
-$443K
Net Calls Change
-$232K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$175M
2
BlackRock
BlackRock
New York
$467M
3
Brown Advisory
Brown Advisory
Maryland
$58M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$151M
5
Vanguard Group
Vanguard Group
Pennsylvania
$372M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$41M
2
NI
Nuance Investments
Missouri
$14.3M
3
Goldman Sachs
Goldman Sachs
New York
$20.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$477M -$2.57M -30,731 -0.5%
BlackRock
2
BlackRock
New York
$467M +$22.8M +272,440 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$372M +$8.66M +103,710 +2%
State Street
4
State Street
Massachusetts
$305M -$4.84M -57,638 -2%
AWA
5
Arete Wealth Advisors
Illinois
$175M +$175M +26,852 New
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$151M +$10.8M +129,668 +8%
American Century Companies
7
American Century Companies
Missouri
$144M +$7.56M +90,490 +6%
Victory Capital Management
8
Victory Capital Management
Texas
$135M +$6.05M +72,395 +5%
CIP
9
Champlain Investment Partners
Vermont
$103M -$3.12M -37,375 -3%
BTW
10
Boston Trust Walden
Massachusetts
$84.5M -$434K -5,202 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$71.1M +$3.18M +38,110 +5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$61M +$525K +6,282 +0.9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$60.2M +$1.6M +19,213 +3%
Brown Advisory
14
Brown Advisory
Maryland
$58M +$13.8M +165,629 +31%
Ameriprise
15
Ameriprise
Minnesota
$57.7M +$784K +9,386 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$55.7M -$1.1M -13,228 -2%
Northern Trust
17
Northern Trust
Illinois
$46.8M -$107K -1,282 -0.2%
GACM
18
Global Alpha Capital Management
Quebec, Canada
$46.8M +$6.32M +75,690 +16%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$41M -$27.6M -330,257 -40%
Charles Schwab
20
Charles Schwab
California
$39.9M +$1.35M +16,187 +4%
Norges Bank
21
Norges Bank
Norway
$37.2M +$2.84M +33,954 +8%
ProShare Advisors
22
ProShare Advisors
Maryland
$31.7M +$6.65M +79,571 +27%
Millennium Management
23
Millennium Management
New York
$29.6M +$4.04M +48,321 +16%
Fisher Asset Management
24
Fisher Asset Management
Washington
$28.5M -$522K -6,254 -2%
Bank of America
25
Bank of America
North Carolina
$23.7M +$1.05M +12,520 +5%
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