UMBF icon

UMB Financial
UMBF

Overview Fund Activity

211 hedge funds and large institutions have $1.98B invested in UMB Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-24
Holders Change %
-10.21%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
14
Increased
87
Reduced
75
Closed
36
Calls
$525K
Puts
$154K
Net Calls
+$371K
Net Calls Change
-$3.49M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$125M
2
Brown Advisory
Brown Advisory
Maryland
$32M
3
Vanguard Group
Vanguard Group
Pennsylvania
$226M
4
Wells Fargo
Wells Fargo
California
$76.6M
5
MI
M3F Inc
Utah
$3.7M

Top Sellers

1
NI
Nuance Investments
Missouri
$11.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$38.6M
3
HF
HRT Financial
New York
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$11.7M
5
Millennium Management
Millennium Management
New York
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$4.05M -$104K -2,247 -3%
OC
52
Oppenheimer & Co
New York
$3.87M -$125K -2,704 -3%
PPA
53
Parametric Portfolio Associates
Washington
$3.77M +$430K +9,265 +13%
FWM
54
Frontier Wealth Management
Missouri
$3.71M -$2.93M -63,147 -44%
MI
55
M3F Inc
Utah
$3.7M +$3.7M +79,747 New
SEI Investments
56
SEI Investments
Pennsylvania
$3.38M -$115K -2,525 -3%
CEP
57
Chicago Equity Partners
Illinois
$3.3M -$1.12M -24,080 -25%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.28M +$1.05M +22,400 +47%
Invesco
59
Invesco
Georgia
$3.26M +$925K +19,950 +40%
GLA
60
Great Lakes Advisors
Illinois
$3.23M -$52.9K -1,140 -2%
Deutsche Bank
61
Deutsche Bank
Germany
$3.22M -$648K -13,980 -17%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$3.17M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.13M -$15.5K -334 -0.5%
Legal & General Group
64
Legal & General Group
United Kingdom
$2.89M -$31.7K -683 -1%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$2.61M – – –
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$2.54M +$130K +2,800 +5%
UBS AM
67
UBS AM
Illinois
$2.4M +$12.2K +262 +0.5%
FCI
68
Financial Counselors Inc
Kansas
$2.29M +$30.6K +660 +1%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$2.22M +$1.18M +25,472 +114%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$2.05M -$2.6K -56 -0.1%
MIM
71
MetLife Investment Management
New Jersey
$2.04M – – –
MSL
72
Mackay Shields LLC
New York
$1.99M +$1.99M +43,000 New
First Trust Advisors
73
First Trust Advisors
Illinois
$1.97M +$157K +3,376 +9%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.93M +$74.2K +1,600 +4%
CS
75
Credit Suisse
Switzerland
$1.92M -$289K -6,229 -13%
1 2
3
4 5