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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
100
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$30.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20M
3
BlackRock
BlackRock
New York
+$16.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$14.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
UB
UMB Bank
Missouri
-$8.11M
3
Millennium Management
Millennium Management
New York
-$6.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.11M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$19K – – –
FIB
202
First Interstate Bank
Montana
$18K – – –
BGIM
203
Brandywine Global Investment Management
Pennsylvania
$16K +$12.8K +164 +400%
PCG
204
Private Capital Group
Connecticut
$15K – – –
PCM
205
Prelude Capital Management
New York
$14K +$14K +188 New
TWA
206
TCI Wealth Advisors
Arizona
$12K – – –
FMT
207
First Mercantile Trust
Tennessee
$11K +$11K +140 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
S
209
SignatureFD
Georgia
$7K +$5.29K +65 +310%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$6.48K +$3.51K +46 +118%
VCM
211
Versant Capital Management
Arizona
$6K – – –
CHP
212
Cable Hill Partners
Oregon
$4K – – –
IFAM
213
Institutional & Family Asset Management
Colorado
$2K – – –
SPIA
214
Steward Partners Investment Advisory
New York
$2K – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$1.37K – – –
Citigroup
216
Citigroup
New York
$1K -$22.4K -224 -96%
QCG
217
Quadrant Capital Group
Ohio
$1K – – –
GAM
218
Gemmer Asset Management
California
$1K +$154 +2 +18%
JA
219
JOYN Advisors
Georgia
$1K +$625 +5 +167%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$1K +$722 +13 +260%
AIL
221
AGF Investments LLC
Ontario, Canada
$18 +$9 +118 +100%
EGM
222
Engineers Gate Manager
New York
– -$1.75M -24,165 Closed
Lazard Asset Management
223
Lazard Asset Management
New York
– -$1.66M -22,962 Closed
3C
224
361 Capital
Colorado
– -$1.48M -20,432 Closed
Squarepoint
225
Squarepoint
New York
– -$1.03M -14,202 Closed
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