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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$132K +$9.08K +184 +7%
Osaic Holdings
177
Osaic Holdings
Arizona
$131K +$34.3K +704 +36%
SSB
178
Sandy Spring Bank
Maryland
$122K – – –
MAM
179
Meeder Asset Management
Ohio
$113K +$110K +2,229 +3,230%
PCM
180
Prelude Capital Management
New York
$112K -$31.9K -652 -22%
Macquarie Group
181
Macquarie Group
Australia
$102K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$75K -$406K -8,326 -84%
SO
183
STRS Ohio
Ohio
$68K -$43.7K -900 -39%
PA
184
Parallel Advisors
California
$56K -$6.76K -138 -11%
MWC
185
MBM Wealth Consultants
Missouri
$36K – – –
TC
186
Trust Company
Kansas
$33K +$33K +670 New
FHA
187
First Horizon Advisors
Tennessee
$29K +$12.8K +262 +79%
PCG
188
Private Capital Group
Connecticut
$21K -$7.13K -146 -25%
S
189
SignatureFD
Georgia
$16K -$7.42K -154 -32%
PAM
190
Panagora Asset Management
Massachusetts
$15K – – –
CI Investments Inc
191
CI Investments Inc
Ontario, Canada
$15K +$15K +299 New
GT
192
Glenmede Trust
Pennsylvania
$14K – – –
DAM
193
Delta Asset Management
Tennessee
$11K – – –
GWM
194
Geneos Wealth Management
Colorado
$11K – – –
CIA
195
CSat Investment Advisory
Michigan
$9K +$1.21K +24 +15%
BBHC
196
Brown Brothers Harriman & Co
New York
$7K – – –
LC
197
Lindbrook Capital
California
$6K – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
EI
199
Ellevest Inc
New York
$5K – – –
LWM
200
Liberty Wealth Management
California
$5K +$215 +4 +4%
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