UMBF icon

UMB Financial
UMBF

Overview Fund Activity

224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
72
Reduced
76
Closed
23
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$60K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$37.4M
2
BlackRock
BlackRock
New York
+$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.49M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$6.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.4M
2
State Street
State Street
Massachusetts
-$17.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$9.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$7.66M
5
NI
Nuance Investments
Missouri
-$7.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$19.7M +$3.63M +59,561 +23%
Charles Schwab
27
Charles Schwab
California
$19.2M +$34.8K +570 +0.2%
Bank of America
28
Bank of America
North Carolina
$18.5M +$5.68M +93,186 +44%
ProShare Advisors
29
ProShare Advisors
Maryland
$17M +$4.18M +68,567 +33%
TCM
30
Tributary Capital Management
Nebraska
$14.2M +$12.6K +207 +0.1%
SAM
31
Skyline Asset Management
Illinois
$14.1M -$799K -13,100 -5%
RHJA
32
Rice Hall James & Associates
California
$13.4M +$255K +4,183 +2%
Principal Financial Group
33
Principal Financial Group
Iowa
$12M -$219K -3,597 -2%
KTA
34
Keeley-Teton Advisors
Illinois
$11.8M -$4.08M -66,861 -26%
CIP
35
Chartwell Investment Partners
Pennsylvania
$11.1M -$195K -3,200 -2%
TCIM
36
TIAA CREF Investment Management
New York
$10.9M -$756K -12,396 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$9.38M +$3.74M +61,369 +66%
TAM
38
Third Avenue Management
New York
$9.2M +$2.38M +38,958 +35%
FWM
39
Frontier Wealth Management
Missouri
$9.17M +$152K +2,500 +2%
HAM
40
Hillcrest Asset Management
Texas
$8.54M +$1.83K +30 +0%
Federated Hermes
41
Federated Hermes
Pennsylvania
$8.06M -$7.66M -125,561 -49%
Deutsche Bank
42
Deutsche Bank
Germany
$7.99M -$3.46M -56,740 -30%
AIG
43
American International Group
New York
$7.35M -$23.4K -383 -0.3%
Goldman Sachs
44
Goldman Sachs
New York
$7.31M +$524K +8,599 +8%
Renaissance Technologies
45
Renaissance Technologies
New York
$7.28M +$6.77M +110,991 +1,321%
AllianceBernstein
46
AllianceBernstein
Tennessee
$7.25M +$3.07M +50,427 +74%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$6.41M -$617K -10,120 -9%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.34M +$111K +1,828 +2%
TA
49
Teachers Advisors
New York
$6.26M +$183K +3,002 +3%
DIA
50
Dean Investment Associates
Ohio
$6.11M +$6.11M +100,181 New
1
2
3 4 5