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

Top Sellers

1
NI
1
Nuance Investments
Missouri
$11.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.6M
3
HF
3
HRT Financial
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$11.7M
5
Millennium Management
5
Millennium Management
New York
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
BHZ Capital Management
California
$1.02M +$284K +6,132 +39%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$1.02M -$1.85M -39,800 -64%
FNBOO
103
First National Bank of Omaha
Nebraska
$965K -$72.8K -1,570 -7%
PCMK
104
Paragon Capital Management (Kansas)
Kansas
$961K -$172K -3,700 -15%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$880K -$406K -8,743 -32%
Mariner
106
Mariner
Kansas
$846K -$269K -5,793 -24%
AG
107
Aperio Group
California
$818K -$2.69K -58 -0.3%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$804K +$13.9K +300 +2%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$795K -$5.52K -119 -0.7%
Morgan Stanley
110
Morgan Stanley
New York
$791K -$4.93M -106,264 -86%
Creative Planning
111
Creative Planning
Kansas
$786K +$65.8K +1,419 +9%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$783K +$259K +5,594 +50%
WG
113
Winton Group
United Kingdom
$782K +$287K +6,181 +58%
ANTB
114
AMG National Trust Bank
Colorado
$777K -$9.51K -205 -1%
KeyBank National Association
115
KeyBank National Association
Ohio
$775K -$2.32K -50 -0.3%
AIP
116
Ameritas Investment Partners
Nebraska
$746K – – –
GIA
117
GHP Investment Advisors
Colorado
$732K +$114K +2,460 +18%
Barclays
118
Barclays
United Kingdom
$727K -$2.88M -62,178 -80%
KBC Group
119
KBC Group
Belgium
$725K -$1.13M -24,314 -61%
IP
120
Isthmus Partners
Wisconsin
$702K -$49.2K -1,060 -7%
NMIMC
121
Northwestern Mutual Investment Management Company
Wisconsin
$696K +$124K +2,662 +22%
KL
122
KWMG LLC
Kansas
$694K -$46.4K -1,000 -6%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$670K +$316K +6,823 +89%
CCM
124
Coldstream Capital Management
Washington
$653K +$35.7K +769 +6%
CSS
125
Cubist Systematic Strategies
Connecticut
$597K -$187K -4,026 -24%
3 4
5
6 7