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UMB Financial
UMBF

Overview Fund Activity

211 hedge funds and large institutions have $1.98B invested in UMB Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-24
Holders Change %
-10.21%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
14
Increased
87
Reduced
75
Closed
36
Calls
$525K
Puts
$154K
Net Calls
+$371K
Net Calls Change
-$3.49M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$125M
2
Brown Advisory
2
Brown Advisory
Maryland
$32M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$226M
4
Wells Fargo
4
Wells Fargo
California
$76.6M
5
MI
5
M3F Inc
Utah
$3.7M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$11.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.6M
3
HF
3
HRT Financial
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$11.7M
5
Millennium Management
5
Millennium Management
New York
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$291K +$291K +6,286 New
AWM
152
AE Wealth Management
Kansas
$289K +$80K +1,723 +38%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$264K -$27.8K -600 -10%
Truist Financial
154
Truist Financial
North Carolina
$264K +$69.7K +1,504 +36%
IHL
155
Investment House LLC
California
$257K – – –
CCT
156
Country Club Trust
Missouri
$235K -$97.7K -2,103 -29%
LRPA
157
L. Roy Papp & Associates
Arizona
$228K -$81.7K -1,765 -26%
CTC
158
Central Trust Company
Missouri
$222K – – –
TCM
159
Teza Capital Management
Illinois
$216K +$216K +4,664 New
FSC
160
Full Sail Capital
Oklahoma
$213K -$71K -1,500 -25%
CGH
161
Crossmark Global Holdings
Texas
$212K -$7.41K -160 -3%
SAM
162
Securian Asset Management
Minnesota
$203K – – –
SO
163
STRS Ohio
Ohio
$199K +$27.8K +600 +16%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$182K -$415K -9,471 -70%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$161K +$25.8K +558 +19%
Osaic Holdings
166
Osaic Holdings
Arizona
$130K +$130K +2,822 New
Macquarie Group
167
Macquarie Group
Australia
$125K – – –
SSB
168
Sandy Spring Bank
Maryland
$115K – – –
PI
169
PEAK6 Investments
Illinois
$110K +$110K +2,375 New
LIA
170
LS Investment Advisors
Michigan
$102K – – –
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$97K -$76.5K -1,757 -44%
PCM
172
Prelude Capital Management
New York
$85K +$84.5K +1,830 +16,636%
PA
173
Parallel Advisors
California
$55K +$8.3K +182 +18%
QT
174
Quantbot Technologies
New York
$53K +$53K +1,151 New
PRC
175
Pearl River Capital
Michigan
$46K +$46K +982 New
5 6
7
8 9