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UMB Financial

224 hedge funds and large institutions have $2.38B invested in UMB Financial in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
72
Reduced
76
Closed
23
Calls
$372K
Puts
Net Calls
+$372K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Shares
Change %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$1.77K +29 +3%
MWC
177
MBM Wealth Consultants
Missouri
$63K +$63K +1,031 New
BAMG
178
Brand Asset Management Group
Missouri
$58K +$58K +947 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$55K -$61 -1 -0.1%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$43.6K -$284K -4,659 -87%
NSIM
181
North Star Investment Management
Illinois
$41K
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$35K -$18.3K -296 -34%
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$33K +$33K +540 New
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$29K -$32.2K -520 -53%
TRCT
185
Tower Research Capital (TRC)
New York
$27K -$99.3K -1,673 -79%
FHA
186
First Horizon Advisors
Tennessee
$25K
PCG
187
Private Capital Group
Connecticut
$23K +$11.8K +189 +105%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$18K -$19.7K -329 -52%
PAM
189
Panagora Asset Management
Massachusetts
$18K
QT
190
Quantamental Technologies
New York
$18K +$18K +289 New
JA
191
JOYN Advisors
Georgia
$16K +$14K +237 +718%
GWM
192
Geneos Wealth Management
Colorado
$15K
FIB
193
First Interstate Bank
Montana
$14K
OIA
194
OneDigital Investment Advisors
Kansas
$14K +$14K +231 New
FMT
195
First Mercantile Trust
Tennessee
$12K +$3.16K +50 +36%
WDL
196
Well Done LLC
Michigan
$12K +$12K +199 New
CC
197
Claybrook Capital
Massachusetts
$12K +$12K +199 New
IA
198
IFP Advisors
Florida
$10K -$4.97K -86 -33%
DBT
199
Dubuque Bank & Trust
Iowa
$10K
TWA
200
TCI Wealth Advisors
Arizona
$9K