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UMB Financial

232 hedge funds and large institutions have $2.8B invested in UMB Financial in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+16
Holders Change %
+7.41%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
64
Reduced
101
Closed
20
Calls
Puts
$145K
Net Calls
-$145K
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Shares
Change %
SFO
226
Standard Family Office
South Dakota
$2K +$2K +24 New
Walleye Capital
227
Walleye Capital
New York
$1.33K +$1.33K +19,231 New
HGWM
228
Harvest Group Wealth Management
Massachusetts
$1K
CFA
229
Carroll Financial Associates
North Carolina
$1K
JWM
230
Janiczek Wealth Management
Colorado
$1K
CFGS
231
Concourse Financial Group Securities
Alabama
$1K +$1K +18 New
JAM
232
Jacobs Asset Management
New York
-$3.61M -73,700 Closed
Hotchkis & Wiley Capital Management
233
Hotchkis & Wiley Capital Management
California
-$2.54M -51,900 Closed
BCM
234
BHZ Capital Management
California
-$852K -17,381 Closed
KL
235
KWMG LLC
Kansas
-$733K -14,963 Closed
LCM
236
Laurion Capital Management
New York
-$561K -11,447 Closed
KCM
237
Kennedy Capital Management
Missouri
-$495K -10,091 Closed
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
-$397K -8,110 Closed
SI
239
Stephens Inc
Arkansas
-$331K -6,755 Closed
Los Angeles Capital Management
240
Los Angeles Capital Management
California
-$314K -6,413 Closed
CIM
241
CIM Investment Management
Pennsylvania
-$205K -4,191 Closed
TCM
242
Teza Capital Management
Illinois
-$203K -4,145 Closed
SSB
243
Sandy Spring Bank
Maryland
-$122K -2,490 Closed
PCM
244
Prelude Capital Management
New York
-$112K -2,292 Closed
TC
245
Trust Company
Kansas
-$33K -670 Closed
GT
246
Glenmede Trust
Pennsylvania
-$14K -300 Closed
CIA
247
CSat Investment Advisory
Michigan
-$9K -179 Closed
EI
248
Ellevest Inc
New York
-$5K -112 Closed
NNP
249
Nachman Norwood & Parrott
South Carolina
-$2K -50 Closed
APA
250
American Portfolios Advisors
New York
-$2.01K -41 Closed