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UMB Financial
UMBF

Overview Fund Activity

259 hedge funds and large institutions have $2.46B invested in UMB Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 73 reducing their positions, and 49 closing their positions.

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
109
Reduced
73
Closed
49
Calls
$3.41M
Puts
$3.69M
Net Calls
-$277K
Net Calls Change
+$166K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.8M
2
State Street
2
State Street
Massachusetts
$239M
3
Invesco
3
Invesco
Georgia
$13.7M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$6.79M
5
Millennium Management
5
Millennium Management
New York
$26.2M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$20.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$42.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$330M 5,710,076 +3,079 +0.1%
BlackRock
2
BlackRock
New York
$325M 5,631,675 +42,750 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M 4,471,294 +11,316 +0.3%
State Street
4
State Street
Massachusetts
$239M 4,114,522 +482,916 +13%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$105M 1,824,822 +15,583 +0.9%
American Century Companies
6
American Century Companies
Missouri
$96.1M 1,665,768 -54,659 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$92.2M 1,597,748 -20,092 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$65.5M 1,134,389 +25,714 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$58.8M 1,019,048 +528,715 +108%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$51M 883,608 +32,178 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.9M 761,241 +93,857 +14%
BTW
12
Boston Trust Walden
Massachusetts
$42.5M 736,431 -275,371 -27%
Ameriprise
13
Ameriprise
Minnesota
$37.6M 651,768 -38,771 -6%
GACM
14
Global Alpha Capital Management
Quebec, Canada
$33.3M 576,369 +16,047 +3%
Northern Trust
15
Northern Trust
Illinois
$32.2M 557,011 -3,717 -0.7%
Charles Schwab
16
Charles Schwab
California
$27.9M 482,988 +4,712 +1%
Norges Bank
17
Norges Bank
Norway
$26.4M 457,587 +12,382 +3%
Millennium Management
18
Millennium Management
New York
$26.2M 453,976 +100,109 +28%
Brown Advisory
19
Brown Advisory
Maryland
$24.6M 425,883 -268,849 -39%
ProShare Advisors
20
ProShare Advisors
Maryland
$23.5M 407,640 +28,408 +7%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$20.2M 349,707 -381,192 -52%
Goldman Sachs
22
Goldman Sachs
New York
$20.1M 347,916 +98,252 +39%
Fisher Asset Management
23
Fisher Asset Management
Washington
$19.2M 331,309 -9,506 -3%
Bank of America
24
Bank of America
North Carolina
$19.1M 330,130 +46,823 +17%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$16.5M 285,269 -435,589 -60%
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