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UMB Financial
UMBF

Overview Fund Activity

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$18.5M
2
Millennium Management
Millennium Management
New York
+$16M
3
HA
Heartland Advisors
Wisconsin
+$13.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.91M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$59.5M
2
Invesco
Invesco
Georgia
-$29.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26.7M
4
RHJA
Rice Hall James & Associates
California
-$13.3M
5
KTA
Keeley-Teton Advisors
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
151
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$448K +$448K +6,800 New
IG
152
ING Group
Netherlands
$446K +$446K +6,769 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$441K – – –
CGH
154
Crossmark Global Holdings
Texas
$431K -$42.3K -643 -9%
EP
155
Elkfork Partners
Oregon
$426K – – –
LRPA
156
L. Roy Papp & Associates
Arizona
$417K -$1.1M -16,669 -72%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$414K -$52.6K -800 -11%
DT
158
Diversified Trust
Tennessee
$408K +$31.3K +475 +8%
CIM
159
CIM Investment Management
Pennsylvania
$402K -$8.56K -130 -2%
FSC
160
Full Sail Capital
Oklahoma
$394K – – –
TI
161
Trexquant Investment
Connecticut
$388K +$388K +5,898 New
PA
162
Profund Advisors
Maryland
$387K +$18K +273 +5%
ARTA
163
A.R.T. Advisors
New York
$382K +$382K +5,800 New
PIA
164
Piedmont Investment Advisors
North Carolina
$371K +$371K +5,640 New
IHL
165
Investment House LLC
California
$365K – – –
UB
166
UMB Bank
Missouri
$361K -$6.76K -102,634 -2%
SAM
167
Securian Asset Management
Minnesota
$344K -$6.59K -100 -2%
RCM
168
Riverhead Capital Management
Delaware
$342K – – –
Connor, Clark & Lunn Investment Management (CC&L)
169
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K +$342K +5,200 New
CTC
170
Central Trust Company
Missouri
$334K – – –
HSBC Holdings
171
HSBC Holdings
United Kingdom
$333K -$16.8K -255 -5%
GLA
172
Great Lakes Advisors
Illinois
$331K +$331K +5,039 New
TAM
173
Tyers Asset Management
Texas
$310K – – –
Marshall Wace
174
Marshall Wace
United Kingdom
$284K +$284K +4,322 New
LJAC
175
L.J. Altfest & Co
New York
$283K +$283K +4,301 New
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