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UMB Financial
UMBF

Overview Fund Activity

234 hedge funds and large institutions have $2.4B invested in UMB Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
5.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
79
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$23.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.91M
3
NI
Nuance Investments
Missouri
+$5.09M
4
Wells Fargo
Wells Fargo
California
+$5.06M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.77M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$32.2M
2
State Street
State Street
Massachusetts
-$20.4M
3
Mariner
Mariner
Kansas
-$2.66M
4
3C
361 Capital
Colorado
-$2.64M
5
MI
M3F Inc
Utah
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gemmer Asset Management
California
$1K – – –
QCG
227
Quadrant Capital Group
Ohio
$1K – – –
SPIA
228
Steward Partners Investment Advisory
New York
$1K – – –
LC
229
Lindbrook Capital
California
$1K – – –
CAW
230
Cornerstone Advisors (Washington)
Washington
$1K – – –
RCAG
231
Rehmann Capital Advisory Group
Michigan
$884 -$1.16K -17 -57%
GT
232
Glenmede Trust
Pennsylvania
$41 -$1 -21 -3%
3C
233
361 Capital
Colorado
– -$2.64M -40,154 Closed
MI
234
M3F Inc
Utah
– -$2.57M -39,055 Closed
Rafferty Asset Management
235
Rafferty Asset Management
New York
– -$1.97M -29,849 Closed
Canada Life
236
Canada Life
Manitoba, Canada
– -$1.73M -26,261 Closed
LCM
237
Laurion Capital Management
New York
– -$1.48M -22,413 Closed
GCP
238
GSA Capital Partners
United Kingdom
– -$1.11M -16,788 Closed
BTS
239
BB&T Securities
Virginia
– -$1.03M -15,599 Closed
KTA
240
Keeley-Teton Advisors
Illinois
– -$928K -14,093 Closed
USAA
241
United Services Automobile Association
Texas
– -$904K -13,739 Closed
SCM
242
Sterling Capital Management
North Carolina
– -$606K -9,200 Closed
MAM
243
Martingale Asset Management
Massachusetts
– -$601K -9,117 Closed
Barrow, Hanley, Mewhinney & Strauss
244
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$448K -6,799 Closed
IG
245
ING Group
Netherlands
– -$446K -6,769 Closed
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$342K -5,200 Closed
Marshall Wace
247
Marshall Wace
United Kingdom
– -$284K -4,322 Closed
PAM
248
Premier Asset Management
Illinois
– -$265K -4,032 Closed
JG
249
Jefferies Group
New York
– -$215K -3,259 Closed
KCPG
250
Kavar Capital Partners Group
Kansas
– -$82K -1,244 Closed
7 8 9
10
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