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UMB Financial
UMBF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
74
Reduced
82
Closed
25
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$148K

Top Buyers

1
Invesco
Invesco
Georgia
$54.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$37.9M
4
CIP
Champlain Investment Partners
Vermont
$96.3M
5
HAM
Hillcrest Asset Management
Texas
$12.2M

Top Sellers

1
EAM
Eagle Asset Management
Florida
$17.8M
2
CTA
Carillon Tower Advisers
Florida
$6.9M
3
American Century Companies
American Century Companies
Missouri
$188M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$18M
5
Federated Hermes
Federated Hermes
Pennsylvania
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
176
Manchester Capital Management
Vermont
$33K +$33K +523 New
QCG
177
Quadrant Capital Group
Ohio
$29K +$27.4K +442 +1,700%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$27K -$2.52K -40 -9%
PCG
179
Private Capital Group
Connecticut
$23K -$1.04K -16 -4%
FHA
180
First Horizon Advisors
Tennessee
$21K -$5.8K -92 -22%
DAM
181
Delta Asset Management
Tennessee
$19K -$266K -4,200 -93%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$19K – – –
PAM
183
Panagora Asset Management
Massachusetts
$19K – – –
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$19K +$19K +294 New
OIA
185
OneDigital Investment Advisors
Kansas
$18K +$3.04K +47 +20%
GWM
186
Geneos Wealth Management
Colorado
$16K – – –
FIB
187
First Interstate Bank
Montana
$15K – – –
FMT
188
First Mercantile Trust
Tennessee
$10K -$1.88K -30 -16%
DBT
189
Dubuque Bank & Trust
Iowa
$10K – – –
TWA
190
TCI Wealth Advisors
Arizona
$10K – – –
AIL
191
AGF Investments LLC
Ontario, Canada
$8K – – –
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
LWM
193
Liberty Wealth Management
California
$6K +$59 +1 +1%
BGIM
194
Brandywine Global Investment Management
Pennsylvania
$5K – – –
SF
195
Synovus Financial
Georgia
$4K – – –
FCA
196
FinTrust Capital Advisors
South Carolina
$4K – – –
SCM
197
Shelton Capital Management
Colorado
$3.3K -$48.3K -3,089 -94%
OAM
198
Oppenheimer Asset Management
New York
$3K – – –
CHP
199
Cable Hill Partners
Oregon
$3K – – –
PI
200
PineBridge Investments
New York
$3K – – –
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8
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