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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
100
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$30.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20M
3
BlackRock
BlackRock
New York
+$16.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$14.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
UB
UMB Bank
Missouri
-$8.11M
3
Millennium Management
Millennium Management
New York
-$6.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.11M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
176
Quantbot Technologies
New York
$217K +$217K +2,847 New
Rafferty Asset Management
177
Rafferty Asset Management
New York
$214K -$4.85M -63,596 -96%
AG
178
Advisor Group
Arizona
$211K -$6.61K -87 -3%
LPL Financial
179
LPL Financial
California
$209K +$209K +2,739 New
KCM
180
Kornitzer Capital Management
Kansas
$200K +$200K +2,630 New
LIA
181
LS Investment Advisors
Michigan
$192K – – –
SSB
182
Sandy Spring Bank
Maryland
$190K – – –
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$184K – – –
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$168K +$4.79K +63 +3%
Fuller & Thaler Asset Management
185
Fuller & Thaler Asset Management
California
$91K – – –
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$91K +$91K +1,188 New
PA
187
Parallel Advisors
California
$84K +$6.72K +89 +9%
CF
188
Centaurus Financial
California
$76K +$76K +1,000 New
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$68K – – –
PIA
190
Piedmont Investment Advisors
North Carolina
$60K +$60K +787 New
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$59K +$32.1K +425 +120%
NSIM
192
North Star Investment Management
Illinois
$51K – – –
GT
193
Glenmede Trust
Pennsylvania
$50K +$18.6K +242 +59%
AP
194
Atwood & Palmer
Missouri
$48K -$316K -4,160 -87%
KCPG
195
Kavar Capital Partners Group
Kansas
$38K – – –
FHA
196
First Horizon Advisors
Tennessee
$32K – – –
TRCT
197
Tower Research Capital (TRC)
New York
$31K -$96.4K -1,281 -76%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$23K -$1.92K -25 -8%
PAM
199
Panagora Asset Management
Massachusetts
$23K – – –
IA
200
IFP Advisors
Florida
$20K +$6.67K +86 +50%
6 7
8
9 10