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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 %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$995K -$25K -511 -2%
AG
102
Aperio Group
California
$988K -$345K -7,035 -26%
KeyBank National Association
103
KeyBank National Association
Ohio
$985K +$170K +3,475 +21%
Barclays
104
Barclays
United Kingdom
$980K -$230K -4,689 -19%
PCMK
105
Paragon Capital Management (Kansas)
Kansas
$966K -$49K -1,000 -5%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$964K +$68.8K +1,404 +8%
IP
107
Isthmus Partners
Wisconsin
$910K +$60.9K +1,243 +7%
ZCM
108
Ziegler Capital Management
Illinois
$870K +$545K +11,115 +168%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$868K – – –
BCM
110
BHZ Capital Management
California
$852K – – –
Creative Planning
111
Creative Planning
Kansas
$823K -$3.14K -64 -0.4%
ANTB
112
AMG National Trust Bank
Colorado
$788K -$15.4K -315 -2%
AIP
113
Ameritas Investment Partners
Nebraska
$788K – – –
SOMRS
114
State of Michigan Retirement System
Michigan
$769K +$14.7K +300 +2%
Mariner
115
Mariner
Kansas
$762K -$5.63K -115 -0.7%
NMIMC
116
Northwestern Mutual Investment Management Company
Wisconsin
$760K – – –
KL
117
KWMG LLC
Kansas
$733K – – –
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$703K -$84.6K -1,726 -11%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$679K +$240K +4,891 +55%
ASRS
120
Arizona State Retirement System
Arizona
$676K +$160K +3,273 +31%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$671K -$46.1K -942 -6%
FMBTD
122
First Midwest Bank Trust Division
Illinois
$645K -$87.3K -1,781 -12%
Jennison Associates
123
Jennison Associates
New York
$607K +$607K +12,390 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$571K -$2.99K -61 -0.5%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$570K -$61.4K -1,137 -10%
3 4
5
6 7