UMBF icon

UMB Financial
UMBF

Overview Fund Activity

230 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
82
Reduced
67
Closed
12
Calls
$239K
Puts
$268K
Net Calls
-$29K
Net Calls Change
-$504K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$33.8M
2
BlackRock
BlackRock
New York
+$8.05M
3
CEP
Chicago Equity Partners
Illinois
+$6.95M
4
State Street
State Street
Massachusetts
+$6.31M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$5.93M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.34M
4
ProShare Advisors
ProShare Advisors
Maryland
-$3.39M
5
MWNA
Marshall Wace North America
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
201
North Star Investment Management
Illinois
$49K – – –
KCPG
202
Kavar Capital Partners Group
Kansas
$36K +$36K +500 New
FHA
203
First Horizon Advisors
Tennessee
$31K – – –
GT
204
Glenmede Trust
Pennsylvania
$28K – – –
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$26K +$10.2K +139 +64%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$24K +$19.7K +267 +460%
PAM
207
Panagora Asset Management
Massachusetts
$22K – – –
GWM
208
Geneos Wealth Management
Colorado
$18K -$218K -3,031 -92%
Citigroup
209
Citigroup
New York
$17K -$11.1K -153 -40%
FIB
210
First Interstate Bank
Montana
$17K – – –
PCG
211
Private Capital Group
Connecticut
$15K -$1.19K -16 -7%
IA
212
IFP Advisors
Florida
$12K – – –
TWA
213
TCI Wealth Advisors
Arizona
$11K – – –
AIL
214
AGF Investments LLC
Ontario, Canada
$9K – – –
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
WDL
216
Well Done LLC
Michigan
$8K +$8K +116 New
VCM
217
Versant Capital Management
Arizona
$6K – – –
CHP
218
Cable Hill Partners
Oregon
$4K -$6.6K -94 -62%
KF
219
Krilogy Financial
Missouri
$4K – – –
BGIM
220
Brandywine Global Investment Management
Pennsylvania
$3K – – –
RCAG
221
Rehmann Capital Advisory Group
Michigan
$3K +$3K +39 New
SPIA
222
Steward Partners Investment Advisory
New York
$2K – – –
S
223
SignatureFD
Georgia
$2K +$2K +21 New
IFAM
224
Institutional & Family Asset Management
Colorado
$2K +$2K +23 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.3K – – –
6 7 8
9
10