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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
151
State of Alaska Department of Revenue
Alaska
$361K -$7.74K -158 -2%
PP
152
Paloma Partners
Connecticut
$356K -$61.2K -1,248 -15%
AP
153
Atwood & Palmer
Missouri
$338K – – –
Truist Financial
154
Truist Financial
North Carolina
$337K +$14.1K +287 +4%
SI
155
Stephens Inc
Arkansas
$331K +$331K +6,755 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$328K – – –
AII
157
AGF Investments Inc
Ontario, Canada
$328K +$40.7K +829 +14%
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$318K +$318K +6,493 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$316K -$6.02K -123 -2%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$314K – – –
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$288K -$363K -7,399 -56%
X
162
Xponance
Pennsylvania
$282K -$1.57K -32 -0.6%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$279K – – –
IHL
164
Investment House LLC
California
$272K – – –
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$269K -$39.2K -800 -13%
AA
166
ALPS Advisors
Colorado
$259K +$259K +5,291 New
CCT
167
Country Club Trust
Missouri
$258K +$9.82K +200 +4%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$252K – – –
LRPA
169
L. Roy Papp & Associates
Arizona
$235K -$5.16K -105 -2%
CTC
170
Central Trust Company
Missouri
$234K – – –
PAM
171
Premier Asset Management
Illinois
$227K +$14.2K +289 +7%
SAM
172
Securian Asset Management
Minnesota
$205K -$4.91K -100 -2%
CIM
173
CIM Investment Management
Pennsylvania
$205K +$2.94K +60 +1%
TCM
174
Teza Capital Management
Illinois
$203K -$274K -5,595 -57%
AB
175
Amalgamated Bank
New York
$201K -$1.32K -27 -0.7%
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