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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
100
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$30.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20M
3
BlackRock
BlackRock
New York
+$16.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$14.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
UB
UMB Bank
Missouri
-$8.11M
3
Millennium Management
Millennium Management
New York
-$6.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.11M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$24.7M +$3.17M +41,619 +15%
Charles Schwab
27
Charles Schwab
California
$22.4M +$1.36M +17,795 +6%
KTA
28
Keeley-Teton Advisors
Illinois
$22M -$2.94M -38,553 -12%
SAM
29
Skyline Asset Management
Illinois
$21.3M -$76.2K -1,000 -0.4%
Federated Hermes
30
Federated Hermes
Pennsylvania
$20.7M +$14.5M +189,707 +231%
GACM
31
Global Alpha Capital Management
Quebec, Canada
$20.4M +$991K +13,000 +5%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$20M +$20M +262,873 New
TCM
33
Tributary Capital Management
Nebraska
$17.7M +$33.2K +435 +0.2%
Bank of America
34
Bank of America
North Carolina
$17M -$1.7M -22,358 -9%
RHJA
35
Rice Hall James & Associates
California
$16.6M -$783K -10,266 -4%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$15.7M +$4.87M +63,864 +45%
TCIM
37
TIAA CREF Investment Management
New York
$15.1M -$628K -8,241 -4%
Prudential Financial
38
Prudential Financial
New Jersey
$15.1M +$10.7M +140,830 +247%
Principal Financial Group
39
Principal Financial Group
Iowa
$14.9M +$355K +4,660 +2%
ProShare Advisors
40
ProShare Advisors
Maryland
$14.7M -$1.19M -15,555 -7%
CIP
41
Chartwell Investment Partners
Pennsylvania
$14.5M -$654K -8,574 -4%
Invesco
42
Invesco
Georgia
$14.4M +$5.45M +71,476 +61%
Goldman Sachs
43
Goldman Sachs
New York
$13.6M -$4.58M -60,104 -25%
Millennium Management
44
Millennium Management
New York
$12.9M -$6.54M -85,850 -34%
Morgan Stanley
45
Morgan Stanley
New York
$11.8M -$6.11M -80,133 -34%
HAM
46
Hillcrest Asset Management
Texas
$10.9M -$102K -1,337 -0.9%
AIG
47
American International Group
New York
$8.95M +$94.5K +1,240 +1%
CEP
48
Chicago Equity Partners
Illinois
$8.58M +$234K +3,065 +3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$8.06M +$1.59M +20,902 +25%
OC
50
Oppenheimer & Co
New York
$8.02M -$175K -2,300 -2%
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