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UMB Financial
UMBF

Overview Fund Activity

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$18.5M
2
Millennium Management
Millennium Management
New York
+$16M
3
HA
Heartland Advisors
Wisconsin
+$13.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.91M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$59.5M
2
Invesco
Invesco
Georgia
-$29.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26.7M
4
RHJA
Rice Hall James & Associates
California
-$13.3M
5
KTA
Keeley-Teton Advisors
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Synovus Financial
Georgia
$4K – – –
FCA
227
FinTrust Capital Advisors
South Carolina
$4K – – –
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$4K +$4K +58 New
OAM
229
Oppenheimer Asset Management
New York
$3K – – –
RCAG
230
Rehmann Capital Advisory Group
Michigan
$2.01K – – –
VCM
231
Versant Capital Management
Arizona
$2K -$938 -15 -32%
HGWM
232
Harvest Group Wealth Management
Massachusetts
$2K – – –
CFGS
233
Concourse Financial Group Securities
Alabama
$2K – – –
APA
234
American Portfolios Advisors
New York
$1.71K -$66 -1 -4%
QCG
235
Quadrant Capital Group
Ohio
$1K -$17K -442 -94%
CAW
236
Cornerstone Advisors (Washington)
Washington
$1K – – –
S
237
SignatureFD
Georgia
$1K – – –
GAM
238
Gemmer Asset Management
California
$1K – – –
CFA
239
Carroll Financial Associates
North Carolina
$1K +$1K +27 New
SPIA
240
Steward Partners Investment Advisory
New York
$1K +$1K +28 New
GT
241
Glenmede Trust
Pennsylvania
$44 – – –
Loomis, Sayles & Company
242
Loomis, Sayles & Company
Massachusetts
– -$26.7M -417,146 Closed
RHJA
243
Rice Hall James & Associates
California
– -$13.3M -207,406 Closed
CTA
244
Carillon Tower Advisers
Florida
– -$6.9M -107,815 Closed
PM
245
Parametrica Management
Hong Kong
– -$298K -4,650 Closed
SM
246
Sciencast Management
New Jersey
– -$275K -4,200 Closed
TA
247
Tiedemann Advisors
New York
– -$200K -3,107 Closed
NSIM
248
North Star Investment Management
Illinois
– -$43K -674 Closed
MCM
249
Manchester Capital Management
Vermont
– -$33K -523 Closed
FIB
250
First Interstate Bank
Montana
– -$15K -236 Closed
7 8 9
10
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