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UMB Financial
UMBF

Overview Fund Activity

271 hedge funds and large institutions have $3.7B invested in UMB Financial in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
81
Reduced
98
Closed
25
Calls
$304K
Puts
$322K
Net Calls
-$18K
Net Calls Change
-$861K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$409M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$165M
3
NPIC
Neumeier Poma Investment Counsel
California
$9.7M
4
CVA
Ceredex Value Advisors
Florida
$7.85M
5
American Century Companies
American Century Companies
Missouri
$143M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$28.5M
2
Citadel Advisors
Citadel Advisors
Florida
$1.91M
3
State Street
State Street
Massachusetts
$239M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$45.8M
5
Walleye Capital
Walleye Capital
New York
$592K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$511M -$8.41M -96,700 -2%
UB
2
UMB Bank
Missouri
$456M -$5.55M -63,789 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$409M +$34.3M +394,578 +9%
State Street
4
State Street
Massachusetts
$239M -$20.5M -234,012 -8%
Victory Capital Management
5
Victory Capital Management
Texas
$175M +$1.28M +14,673 +0.7%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$166M +$5.48M +63,022 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$165M +$24M +275,769 +17%
American Century Companies
8
American Century Companies
Missouri
$143M +$6.54M +75,198 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$138M +$3.99M +45,887 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$90.2M +$2.91M +33,433 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$76.2M -$7.1M -81,623 -9%
BTW
12
Boston Trust Walden
Massachusetts
$59.9M -$40.5K -465 -0.1%
Ameriprise
13
Ameriprise
Minnesota
$58.2M +$1.63M +18,786 +3%
Charles Schwab
14
Charles Schwab
California
$47.9M +$2.11M +24,312 +5%
Northern Trust
15
Northern Trust
Illinois
$46.4M -$7.53M -86,618 -14%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$45.8M -$11.9M -136,810 -21%
Norges Bank
17
Norges Bank
Norway
$41.5M +$454K +5,215 +1%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$37.2M -$140K -1,607 -0.4%
Brown Advisory
19
Brown Advisory
Maryland
$35.8M +$641K +7,367 +2%
Fisher Asset Management
20
Fisher Asset Management
Washington
$35.5M -$6.28M -72,178 -15%
ProShare Advisors
21
ProShare Advisors
Maryland
$32.3M -$10.1M -116,369 -24%
Goldman Sachs
22
Goldman Sachs
New York
$31.7M -$2.13M -24,500 -6%
Morgan Stanley
23
Morgan Stanley
New York
$28.5M -$38.9M -447,646 -58%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$27.2M +$3.9M +44,884 +17%
Bank of America
25
Bank of America
North Carolina
$25.9M +$322K +3,706 +1%
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