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UMB Financial
UMBF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
74
Reduced
82
Closed
25
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$148K

Top Buyers

1
Invesco
Invesco
Georgia
$54.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$37.9M
4
CIP
Champlain Investment Partners
Vermont
$96.3M
5
HAM
Hillcrest Asset Management
Texas
$12.2M

Top Sellers

1
EAM
Eagle Asset Management
Florida
$17.8M
2
CTA
Carillon Tower Advisers
Florida
$6.9M
3
American Century Companies
American Century Companies
Missouri
$188M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$18M
5
Federated Hermes
Federated Hermes
Pennsylvania
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$19.9M -$795K -12,411 -4%
ProShare Advisors
27
ProShare Advisors
Maryland
$19.8M +$1.94M +30,280 +11%
GACM
28
Global Alpha Capital Management
Quebec, Canada
$18M -$9.55M -149,100 -35%
EAM
29
Eagle Asset Management
Florida
$17.8M -$33.2M -518,902 -65%
RHJA
30
Rice Hall James & Associates
California
$13.3M -$798K -12,465 -6%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.4M -$194K -3,035 -2%
HAM
32
Hillcrest Asset Management
Texas
$12.2M +$3.23M +50,418 +36%
TCM
33
Tributary Capital Management
Nebraska
$11.9M -$2.96M -46,213 -20%
CIP
34
Chartwell Investment Partners
Pennsylvania
$11.6M -$31.7K -495 -0.3%
KTA
35
Keeley-Teton Advisors
Illinois
$11.4M -$1.04M -16,212 -8%
TCIM
36
TIAA CREF Investment Management
New York
$11.3M -$149K -2,320 -1%
TAM
37
Third Avenue Management
New York
$10.7M – – –
Goldman Sachs
38
Goldman Sachs
New York
$10.3M +$2.58M +40,317 +34%
SAM
39
Skyline Asset Management
Illinois
$10.1M -$4.64M -72,500 -31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$10M +$141K +2,204 +1%
FWM
41
Frontier Wealth Management
Missouri
$9.23M -$406K -6,336 -4%
AllianceBernstein
42
AllianceBernstein
Tennessee
$7.56M -$50.6K -790 -0.7%
AIG
43
American International Group
New York
$7.44M -$278K -4,337 -4%
DIA
44
Dean Investment Associates
Ohio
$7.32M +$905K +14,125 +14%
CTA
45
Carillon Tower Advisers
Florida
$6.9M -$30.9M -482,481 -82%
TA
46
Teachers Advisors
New York
$6.76M +$188K +2,939 +3%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.4M -$254K -3,964 -4%
OC
48
Oppenheimer & Co
New York
$6.24M -$32K -500 -0.5%
MOACM
49
Mutual of America Capital Management
New York
$6.08M -$46.7K -730 -0.8%
Deutsche Bank
50
Deutsche Bank
Germany
$5.78M -$2.62M -40,863 -31%
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