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UMB Financial
UMBF

Overview Fund Activity

224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
72
Reduced
76
Closed
23
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
-$60K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$37.4M
2
BlackRock
BlackRock
New York
+$10M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.49M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$6.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.4M
2
State Street
State Street
Massachusetts
-$17.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$9.39M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$7.66M
5
NI
Nuance Investments
Missouri
-$7.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$318K -$989K -16,213 -76%
CTC
152
Central Trust Company
Missouri
$313K – – –
AQR Capital Management
153
AQR Capital Management
Connecticut
$292K -$796K -13,043 -73%
RCM
154
Riverhead Capital Management
Delaware
$287K – – –
Bessemer Group
155
Bessemer Group
New Jersey
$285K +$285K +4,678 New
PP
156
Paloma Partners
Connecticut
$280K +$37.4K +615 +15%
DAM
157
Delta Asset Management
Tennessee
$274K – – –
PA
158
Profund Advisors
Maryland
$259K -$101K -1,654 -28%
TAM
159
Tyers Asset Management
Texas
$257K – – –
O
160
OppenheimerFunds
New York
$256K -$14.3K -235 -5%
SO
161
STRS Ohio
Ohio
$256K +$36.6K +600 +17%
PAM
162
Premier Asset Management
Illinois
$253K +$253K +4,154 New
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K +$14.9K +244 +7%
CI
164
Cigna Investments
Connecticut
$236K +$236K +3,882 New
LIA
165
LS Investment Advisors
Michigan
$232K +$82K +1,346 +55%
HighTower Advisors
166
HighTower Advisors
Illinois
$229K -$9.52K -156 -4%
DCM
167
Dupont Capital Management
Delaware
$214K +$214K +3,516 New
AG
168
Advisor Group
Arizona
$210K +$11.7K +192 +6%
CSS
169
Cubist Systematic Strategies
Connecticut
$209K +$209K +3,432 New
HSBC Holdings
170
HSBC Holdings
United Kingdom
$204K -$5.37K -88 -3%
SCM
171
Shelton Capital Management
Colorado
$201K – – –
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$198K +$24.8K +408 +14%
FQ
173
First Quadrant
California
$153K +$153K +2,510 New
SSB
174
Sandy Spring Bank
Maryland
$152K – – –
PA
175
Parallel Advisors
California
$70K +$2.9K +48 +4%
5 6
7
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