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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
100
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$30.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20M
3
BlackRock
BlackRock
New York
+$16.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$14.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
UB
UMB Bank
Missouri
-$8.11M
3
Millennium Management
Millennium Management
New York
-$6.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.11M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$1.41M +$4.42K +58 +0.3%
ZIM
102
Zacks Investment Management
Illinois
$1.4M -$44.5K -584 -3%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.37M -$95.6K -1,254 -7%
Citadel Advisors
104
Citadel Advisors
Florida
$1.35M +$158K +2,075 +13%
LRPA
105
L. Roy Papp & Associates
Arizona
$1.3M +$550K +7,209 +74%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$1.29M +$37.8K +496 +3%
AIP
107
Ameritas Investment Partners
Nebraska
$1.29M -$10.1K -133 -0.8%
ANTB
108
AMG National Trust Bank
Colorado
$1.24M -$4.88K -64 -0.4%
SOMRS
109
State of Michigan Retirement System
Michigan
$1.24M +$7.62K +100 +0.6%
KL
110
KWMG LLC
Kansas
$1.2M – – –
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.17M +$416K +5,456 +55%
CWM
112
Cornerstone Wealth Management
Missouri
$1.14M +$1.14M +87,869 New
UBS Group
113
UBS Group
Switzerland
$1.14M +$816K +10,706 +255%
KA
114
Kaizen Advisory
Illinois
$1.12M +$842K +11,047 +302%
Creative Planning
115
Creative Planning
Kansas
$1.04M -$174K -2,281 -14%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$1.04M +$111K +1,455 +12%
Barclays
117
Barclays
United Kingdom
$1.01M -$35.2K -462 -3%
GCP
118
GSA Capital Partners
United Kingdom
$1M -$345K -4,530 -26%
IP
119
Isthmus Partners
Wisconsin
$912K +$25.8K +339 +3%
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$907K +$22.9K +300 +3%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$906K +$1.14K +15 +0.1%
CCT
122
Country Club Trust
Missouri
$835K -$22.9K -300 -3%
GIA
123
GHP Investment Advisors
Colorado
$833K +$10.7K +140 +1%
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$828K – – –
CIP
125
Convergence Investment Partners
Florida
$802K +$802K +10,522 New
3 4
5
6 7