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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 %
ZCM
151
Ziegler Capital Management
Illinois
$342K -$1.08M -20,982 -76%
Truist Financial
152
Truist Financial
North Carolina
$341K +$46.5K +899 +16%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$339K -$16.1K -313 -5%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$331K – – –
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$324K – – –
AWM
156
AE Wealth Management
Kansas
$303K -$18K -350 -6%
AII
157
AGF Investments Inc
Ontario, Canada
$302K +$302K +5,856 New
X
158
Xponance
Pennsylvania
$299K +$299K +5,796 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$293K – – –
SS
160
Simplicity Solutions
Minnesota
$293K +$293K +5,693 New
IHL
161
Investment House LLC
California
$286K – – –
ACM
162
AlphaCrest Capital Management
New York
$269K +$269K +5,225 New
MSL
163
Mackay Shields LLC
New York
$268K -$1.95M -37,800 -88%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$265K +$85.9K +1,669 +48%
TI
165
Trexquant Investment
Connecticut
$259K +$259K +5,026 New
CCT
166
Country Club Trust
Missouri
$254K – – –
LRPA
167
L. Roy Papp & Associates
Arizona
$252K -$1.8K -35 -0.7%
CTC
168
Central Trust Company
Missouri
$247K – – –
PG
169
Pendal Group
Australia
$247K +$247K +4,796 New
FSC
170
Full Sail Capital
Oklahoma
$227K -$13.4K -250 -6%
PAM
171
Premier Asset Management
Illinois
$224K +$224K +4,336 New
SAM
172
Securian Asset Management
Minnesota
$221K -$5.17K -100 -2%
AB
173
Amalgamated Bank
New York
$213K -$159K -3,079 -43%
CIM
174
CIM Investment Management
Pennsylvania
$213K +$213K +4,131 New
Two Sigma Investments
175
Two Sigma Investments
New York
$207K +$207K +4,008 New
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7
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