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UMB Financial
UMBF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
74
Reduced
82
Closed
25
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$148K

Top Buyers

1
Invesco
Invesco
Georgia
$54.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$37.9M
4
CIP
Champlain Investment Partners
Vermont
$96.3M
5
HAM
Hillcrest Asset Management
Texas
$12.2M

Top Sellers

1
EAM
Eagle Asset Management
Florida
$17.8M
2
CTA
Carillon Tower Advisers
Florida
$6.9M
3
American Century Companies
American Century Companies
Missouri
$188M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$18M
5
Federated Hermes
Federated Hermes
Pennsylvania
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
151
Central Trust Company
Missouri
$328K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$318K -$55K -858 -15%
CSS
153
Cubist Systematic Strategies
Connecticut
$309K +$89.3K +1,395 +41%
TAM
154
Tyers Asset Management
Texas
$301K +$31.7K +496 +12%
PM
155
Parametrica Management
Hong Kong
$298K -$215K -3,359 -42%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$291K -$6.45M -100,618 -96%
O
157
OppenheimerFunds
New York
$286K +$16.6K +259 +6%
SM
158
Sciencast Management
New Jersey
$275K +$275K +4,200 New
NSEDCP
159
NJ State Employees Deferred Compensation Plan
New Jersey
$256K +$256K +4,000 New
LIA
160
LS Investment Advisors
Michigan
$244K +$384 +6 +0.2%
SO
161
STRS Ohio
Ohio
$236K -$31.9K -500 -12%
HighTower Advisors
162
HighTower Advisors
Illinois
$233K -$8.76K -136 -4%
DCM
163
Dupont Capital Management
Delaware
$225K – – –
AG
164
Advisor Group
Arizona
$218K -$1.28K -20 -0.6%
MFG
165
Magnus Financial Group
New York
$203K +$203K +3,173 New
TA
166
Tiedemann Advisors
New York
$200K +$200K +3,107 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$164K -$44K -689 -21%
SSB
168
Sandy Spring Bank
Maryland
$159K – – –
TRCT
169
Tower Research Capital (TRC)
New York
$123K +$93.7K +1,458 +320%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$81K +$23.2K +362 +40%
PA
171
Parallel Advisors
California
$70K -$4.22K -66 -6%
BAMG
172
Brand Asset Management Group
Missouri
$61K – – –
MWC
173
MBM Wealth Consultants
Missouri
$57K -$9.4K -146 -14%
NSIM
174
North Star Investment Management
Illinois
$43K – – –
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$36K +$1.84K +29 +5%
5 6
7
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