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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 %
SCM
251
Shelton Capital Management
Colorado
– -$3.3K -211 Closed
DBT
252
Dubuque Bank & Trust
Iowa
– -$10K -156 Closed
CHP
253
Cable Hill Partners
Oregon
– -$3K -48 Closed
BCA
254
Berman Capital Advisors
Georgia
– -$1K -31 Closed
MNBTD
255
Moody National Bank Trust Division
Texas
– -$2K -26 Closed
IFAM
256
Institutional & Family Asset Management
Colorado
– -$1K -23 Closed
WAM
257
Wealthspire Advisors (Maryland)
Maryland
– -$1K -13 Closed
7 8 9 10
11