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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
72
Reduced
88
Closed
18
Calls
$968K
Puts
$402K
Net Calls
+$566K
Net Calls Change
+$195K

Top Buyers

1
Invesco
Invesco
Georgia
+$27M
2
Citadel Advisors
Citadel Advisors
Florida
+$18.6M
3
Wells Fargo
Wells Fargo
California
+$18M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$12.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.66M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$66.4M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.1M
4
BlackRock
BlackRock
New York
-$9.97M
5
ProShare Advisors
ProShare Advisors
Maryland
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
126
Rafferty Asset Management
New York
$575K +$575K +11,149 New
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$560K – – –
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$546K +$5.15K +100 +1%
ASRS
129
Arizona State Retirement System
Arizona
$543K -$21.8K -423 -4%
NMERB
130
New Mexico Educational Retirement Board
New Mexico
$531K – – –
KBC Group
131
KBC Group
Belgium
$522K -$283K -5,502 -35%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$522K +$1.86K +36 +0.4%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$515K +$332K +7,537 +181%
TRCT
134
Tower Research Capital (TRC)
New York
$509K +$505K +9,796 +14,197%
TCM
135
Teza Capital Management
Illinois
$502K +$262K +5,076 +109%
SM
136
Sciencast Management
New Jersey
$493K +$493K +10,778 New
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$485K +$485K +9,408 New
Prudential Financial
138
Prudential Financial
New Jersey
$473K -$1.44M -28,049 -75%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$462K -$62K -1,202 -12%
DT
140
Diversified Trust
Tennessee
$446K +$20.6K +400 +5%
PP
141
Paloma Partners
Connecticut
$438K +$81.7K +1,588 +23%
KCM
142
Kennedy Capital Management
Missouri
$413K +$413K +8,005 New
SOADOR
143
State of Alaska Department of Revenue
Alaska
$388K +$5.31K +103 +1%
TIA
144
Tandem Investment Advisors
South Carolina
$385K +$22.7K +441 +6%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$372K -$31.7K -616 -8%
QIM
146
Quantitative Investment Management
Virginia
$369K +$369K +7,172 New
EMFAT
147
Emerald Mutual Fund Advisers Trust
Pennsylvania
$357K +$357K +6,930 New
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$357K +$357K +6,930 New
AP
149
Atwood & Palmer
Missouri
$355K – – –
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$345K – – –
4 5
6
7 8