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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 %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.15M -$12.3K -192 -1%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$1.14M – – –
Barclays
103
Barclays
United Kingdom
$1.14M +$695K +10,851 +156%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M +$1.06M +16,592 +1,585%
GC
105
Guggenheim Capital
Illinois
$1.09M -$109K -1,708 -9%
AIP
106
Ameritas Investment Partners
Nebraska
$1.07M -$26.9K -420 -2%
ANTB
107
AMG National Trust Bank
Colorado
$1.06M -$45.3K -708 -4%
CCM
108
Coldstream Capital Management
Washington
$1.05M +$1.05M +16,422 New
Creative Planning
109
Creative Planning
Kansas
$1.03M +$18.4K +288 +2%
KL
110
KWMG LLC
Kansas
$1.02M -$217K -3,388 -18%
SOMRS
111
State of Michigan Retirement System
Michigan
$1.01M -$19.2K -300 -2%
Citigroup
112
Citigroup
New York
$1M +$55.5K +867 +6%
Squarepoint
113
Squarepoint
New York
$988K +$988K +15,429 New
BTS
114
BB&T Securities
Virginia
$966K +$281K +4,386 +41%
GIA
115
GHP Investment Advisors
Colorado
$900K +$54.9K +857 +6%
Morgan Stanley
116
Morgan Stanley
New York
$844K -$4.38M -68,407 -84%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$756K -$6.41K -100 -0.8%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$745K +$11.8K +184 +2%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$695K – – –
GHCM
120
Glen Harbor Capital Management
California
$640K +$67.5K +1,054 +12%
NMERB
121
New Mexico Educational Retirement Board
New Mexico
$583K – – –
FMBTD
122
First Midwest Bank Trust Division
Illinois
$578K +$2.31K +36 +0.4%
SCM
123
Sterling Capital Management
North Carolina
$576K +$101K +1,577 +21%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$548K -$440K -6,864 -45%
IP
125
Isthmus Partners
Wisconsin
$542K +$354K +26,734 +189%
3 4
5
6 7