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UMB Financial
UMBF

Overview Fund Activity

225 hedge funds and large institutions have $2.74B invested in UMB Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 64 closing their positions.

Holders
225
Holders Change
-34
Holders Change %
-13.13%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
79
Reduced
90
Closed
64
Calls
$505K
Puts
$536K
Net Calls
-$31K
Net Calls Change
+$246K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$158M
2
State Street
2
State Street
Massachusetts
$286M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$90.8M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$29.5M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$34.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$435K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M
3
Invesco
3
Invesco
Georgia
$5.68M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$352M 5,781,271 +149,596 +3%
UB
2
UMB Bank
Missouri
$346M 5,682,305 -27,771 -0.5%
State Street
3
State Street
Massachusetts
$286M 4,659,547 +545,025 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$261M 4,281,617 -189,677 -4%
Goldman Sachs
5
Goldman Sachs
New York
$158M 2,596,571 +2,248,655 +646%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$110M 1,813,744 -11,078 -0.6%
American Century Companies
7
American Century Companies
Missouri
$106M 1,742,210 +76,442 +5%
Victory Capital Management
8
Victory Capital Management
Texas
$97.4M 1,599,978 +2,230 +0.1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$90.8M 1,491,071 +472,023 +46%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$75M 1,231,910 +97,521 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$56.2M 923,440 +39,832 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$53.9M 884,299 +123,058 +16%
BTW
13
Boston Trust Walden
Massachusetts
$44.4M 728,541 -7,890 -1%
Northern Trust
14
Northern Trust
Illinois
$39.6M 651,035 +94,024 +17%
Ameriprise
15
Ameriprise
Minnesota
$38.7M 635,497 -16,271 -2%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$34.2M 561,469 -14,900 -3%
ProShare Advisors
17
ProShare Advisors
Maryland
$34.2M 561,323 +153,683 +38%
Charles Schwab
18
Charles Schwab
California
$30.6M 502,700 +19,712 +4%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$29.5M 485,090 +433,902 +848%
Brown Advisory
20
Brown Advisory
Maryland
$29.1M 477,710 +51,827 +12%
Norges Bank
21
Norges Bank
Norway
$22.4M 367,676 -89,911 -20%
Fisher Asset Management
22
Fisher Asset Management
Washington
$20.7M 340,366 +9,057 +3%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$18.9M 310,939 -38,768 -11%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$16.6M 272,503 -12,766 -4%
Morgan Stanley
25
Morgan Stanley
New York
$15.9M 261,826 +16,492 +7%
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