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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
72
Reduced
88
Closed
18
Calls
$968K
Puts
$402K
Net Calls
+$566K
Net Calls Change
+$195K

Top Buyers

1
Invesco
Invesco
Georgia
+$27M
2
Citadel Advisors
Citadel Advisors
Florida
+$18.6M
3
Wells Fargo
Wells Fargo
California
+$18M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$12.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.66M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$66.4M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.1M
4
BlackRock
BlackRock
New York
-$9.97M
5
ProShare Advisors
ProShare Advisors
Maryland
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSEDCP
176
NJ State Employees Deferred Compensation Plan
New Jersey
$206K +$206K +4,000 New
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$205K -$923K -17,926 -82%
PAMP
178
Polar Asset Management Partners
Ontario, Canada
$201K +$201K +3,908 New
PCM
179
Prelude Capital Management
New York
$152K +$56.9K +1,103 +60%
PI
180
PEAK6 Investments
Illinois
$137K +$14.2K +275 +12%
SSB
181
Sandy Spring Bank
Maryland
$128K – – –
DCM
182
Dupont Capital Management
Delaware
$121K -$240K -4,667 -66%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$121K +$12.7K +262 +12%
SO
184
STRS Ohio
Ohio
$118K -$103K -2,000 -47%
LIA
185
LS Investment Advisors
Michigan
$117K +$3.87K +75 +3%
Macquarie Group
186
Macquarie Group
Australia
$108K -$31.5K -610 -23%
Osaic Holdings
187
Osaic Holdings
Arizona
$103K -$43.7K -841 -30%
PA
188
Parallel Advisors
California
$66K +$3.86K +75 +6%
MWC
189
MBM Wealth Consultants
Missouri
$38K – – –
PCG
190
Private Capital Group
Connecticut
$30K +$4.64K +89 +18%
S
191
SignatureFD
Georgia
$25K +$7.82K +152 +46%
FHA
192
First Horizon Advisors
Tennessee
$17K – – –
PAM
193
Panagora Asset Management
Massachusetts
$15K -$485K -9,694 -97%
GT
194
Glenmede Trust
Pennsylvania
$15K – – –
AWM
195
Apollon Wealth Management
South Carolina
$14K +$14K +267 New
DAM
196
Delta Asset Management
Tennessee
$12K – – –
GWM
197
Geneos Wealth Management
Colorado
$11K – – –
BBHC
198
Brown Brothers Harriman & Co
New York
$8K – – –
CIA
199
CSat Investment Advisory
Michigan
$8K +$619 +12 +8%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
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8
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