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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
Royce & Associates
New York
$4.67M +$4.67M +95,348 New
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.95M -$42.9K -876 -1%
FWM
53
Frontier Wealth Management
Missouri
$3.77M – – –
JAM
54
Jacobs Asset Management
New York
$3.61M +$3.61M +73,700 New
Deutsche Bank
55
Deutsche Bank
Germany
$3.46M +$66.5K +1,357 +2%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.4M +$953K +19,400 +39%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$3.35M – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$3.32M +$98.1K +2,001 +3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$3.24M +$15.1K +309 +0.5%
MI
60
M3F Inc
Utah
$3.2M -$1.35M -27,500 -30%
DIA
61
Dean Investment Associates
Ohio
$3.15M +$5.44K +111 +0.2%
RJA
62
Raymond James & Associates
Florida
$3.09M +$575K +11,734 +23%
PPA
63
Parametric Portfolio Associates
Washington
$2.99M +$95.2K +1,943 +3%
Invesco
64
Invesco
Georgia
$2.97M -$26.2M -534,153 -90%
CS
65
Credit Suisse
Switzerland
$2.96M -$265K -5,408 -8%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$2.88M -$2.24M -45,761 -44%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$2.77M +$56.5K +1,153 +2%
UBS AM
68
UBS AM
Illinois
$2.72M -$129K -2,636 -5%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$2.58M +$758K +15,470 +42%
Hotchkis & Wiley Capital Management
70
Hotchkis & Wiley Capital Management
California
$2.54M -$237K -4,830 -9%
Renaissance Technologies
71
Renaissance Technologies
New York
$2.52M -$6.57M -134,144 -72%
FCI
72
Financial Counselors Inc
Kansas
$2.44M – – –
UBS Group
73
UBS Group
Switzerland
$2.38M +$1.36M +27,719 +133%
Comerica Bank
74
Comerica Bank
Texas
$2.38M +$11.6K +195 +0.5%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.37M +$143K +2,925 +6%
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