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UMB Financial
UMBF

Overview Fund Activity

235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
26
Increased
84
Reduced
77
Closed
18
Calls
$3.86M
Puts
–
Net Calls
+$3.86M
Net Calls Change
+$3.86M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$14.1M
2
Morgan Stanley
Morgan Stanley
New York
+$6.17M
3
HF
HRT Financial
New York
+$5.73M
4
Wells Fargo
Wells Fargo
California
+$4.46M
5
Brown Advisory
Brown Advisory
Maryland
+$3.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$23.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.84M
3
American Century Companies
American Century Companies
Missouri
-$9.6M
4
NI
Nuance Investments
Missouri
-$8.06M
5
UB
UMB Bank
Missouri
-$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
126
State of Michigan Retirement System
Michigan
$872K +$13.7K +200 +2%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$858K -$57K -830 -6%
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$847K +$1.85K +27 +0.2%
BGDI
129
BW Gestao de Investimentos
Brazil
$777K +$101K +1,476 +15%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$775K +$5.29K +77 +0.7%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$745K – – –
WG
132
Winton Group
United Kingdom
$733K +$733K +10,680 New
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$721K +$6.87K +100 +1%
Marshall Wace
134
Marshall Wace
United Kingdom
$669K +$669K +9,749 New
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$653K +$653K +9,513 New
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$646K -$245K -3,571 -28%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$622K -$16.6K -242 -3%
Squarepoint
138
Squarepoint
New York
$581K -$255K -3,714 -31%
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$550K +$6.18K +90 +1%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$523K -$1.12M -16,282 -68%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$523K +$1.17K +17 +0.2%
NMERB
142
New Mexico Educational Retirement Board
New Mexico
$522K – – –
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$511K – – –
AB
144
Amalgamated Bank
New York
$511K +$43.1K +627 +9%
DT
145
Diversified Trust
Tennessee
$508K +$82.4K +1,200 +19%
CCT
146
Country Club Trust
Missouri
$493K -$36.4K -528 -7%
SOADOR
147
State of Alaska Department of Revenue
Alaska
$487K -$40.5K -590 -8%
XK
148
Xact Kapitalforvaltning
Sweden
$476K – – –
AP
149
Atwood & Palmer
Missouri
$473K – – –
HSBC Holdings
150
HSBC Holdings
United Kingdom
$469K +$184K +2,697 +64%
4 5
6
7 8