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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
26
Increased
84
Reduced
77
Closed
18
Calls
$3.86M
Puts
–
Net Calls
+$3.86M
Net Calls Change
+$3.86M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$14.1M
2
Morgan Stanley
Morgan Stanley
New York
+$6.17M
3
HF
HRT Financial
New York
+$5.73M
4
Wells Fargo
Wells Fargo
California
+$4.46M
5
Brown Advisory
Brown Advisory
Maryland
+$3.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$23.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.84M
3
American Century Companies
American Century Companies
Missouri
-$9.6M
4
NI
Nuance Investments
Missouri
-$8.06M
5
UB
UMB Bank
Missouri
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Heartland Advisors
Wisconsin
$17.9M +$3.44M +50,130 +24%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$16.6M -$3.35M -48,800 -17%
Renaissance Technologies
28
Renaissance Technologies
New York
$15.8M +$2.33M +34,000 +17%
Bank of America
29
Bank of America
North Carolina
$15.5M -$1.99M -29,003 -11%
Goldman Sachs
30
Goldman Sachs
New York
$15.2M -$4.08M -59,499 -21%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.6M -$224K -3,264 -2%
HAM
32
Hillcrest Asset Management
Texas
$12.3M -$447K -6,513 -4%
TCM
33
Tributary Capital Management
Nebraska
$12M -$360K -5,241 -3%
CIP
34
Chartwell Investment Partners
Pennsylvania
$11.9M +$70.4K +1,025 +0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$11M +$705K +10,268 +7%
EAM
36
Eagle Asset Management
Florida
$10.9M +$137K +1,992 +1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$10.3M -$303K -4,415 -3%
FWM
38
Frontier Wealth Management
Missouri
$9.82M – – –
Millennium Management
39
Millennium Management
New York
$9.82M -$5.33M -77,679 -35%
TAM
40
Third Avenue Management
New York
$9.07M +$712K +10,375 +9%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$8.72M +$421K +6,135 +5%
SAM
42
Skyline Asset Management
Illinois
$8.49M – – –
Morgan Stanley
43
Morgan Stanley
New York
$8.46M +$6.17M +89,836 +268%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$8.36M +$1.81M +26,410 +28%
AllianceBernstein
45
AllianceBernstein
Tennessee
$7.98M +$14.4K +210 +0.2%
MOACM
46
Mutual of America Capital Management
New York
$7.9M +$120K +1,751 +2%
Federated Hermes
47
Federated Hermes
Pennsylvania
$7.63M +$1.32M +19,264 +21%
AIG
48
American International Group
New York
$7.58M +$22.7K +330 +0.3%
CEP
49
Chicago Equity Partners
Illinois
$6.54M -$1.8M -26,205 -22%
HF
50
HRT Financial
New York
$6.53M +$5.73M +83,549 +724%
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