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UMB Financial
UMBF

Overview Fund Activity

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$18.5M
2
Millennium Management
Millennium Management
New York
+$16M
3
HA
Heartland Advisors
Wisconsin
+$13.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.91M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$59.5M
2
Invesco
Invesco
Georgia
-$29.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26.7M
4
RHJA
Rice Hall James & Associates
California
-$13.3M
5
KTA
Keeley-Teton Advisors
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Premier Asset Management
Illinois
$265K +$265K +4,032 New
NSEDCP
177
NJ State Employees Deferred Compensation Plan
New Jersey
$263K – – –
Macquarie Group
178
Macquarie Group
Australia
$263K +$263K +4,000 New
ACM
179
AlphaCrest Capital Management
New York
$250K +$250K +3,800 New
SO
180
STRS Ohio
Ohio
$243K – – –
AI
181
Atria Investments
North Carolina
$238K +$238K +3,736 New
LIA
182
LS Investment Advisors
Michigan
$237K -$14.6K -221 -6%
DCM
183
Dupont Capital Management
Delaware
$231K – – –
HighTower Advisors
184
HighTower Advisors
Illinois
$229K -$8.27K -126 -3%
JG
185
Jefferies Group
New York
$215K +$215K +3,259 New
MFG
186
Magnus Financial Group
New York
$209K – – –
AG
187
Advisor Group
Arizona
$192K -$32.1K -489 -14%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$192K +$23.3K +355 +14%
SSB
189
Sandy Spring Bank
Maryland
$164K – – –
SLF
190
Sun Life Financial
Ontario, Canada
$132K +$132K +2,003 New
PRC
191
Pearl River Capital
Michigan
$97K +$97K +1,480 New
QT
192
Quantbot Technologies
New York
$92K +$92K +1,400 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$83K -$264 -4 -0.3%
KCPG
194
Kavar Capital Partners Group
Kansas
$82K +$82K +1,244 New
PA
195
Parallel Advisors
California
$72K – – –
QT
196
Quantamental Technologies
New York
$71K +$71K +1,072 New
Point72 Asset Management
197
Point72 Asset Management
Connecticut
$66K +$66K +1,000 New
BAMG
198
Brand Asset Management Group
Missouri
$62K – – –
MWC
199
MBM Wealth Consultants
Missouri
$58K – – –
PI
200
Parkside Investments
Illinois
$56K +$56K +858 New
6 7
8
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