UMBF icon

UMB Financial
UMBF

Overview Fund Activity

211 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
83
Reduced
78
Closed
28
Calls
$432K
Puts
–
Net Calls
+$432K
Net Calls Change
+$432K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$44.2M
2
CIP
Champlain Investment Partners
Vermont
+$16.5M
3
Invesco
Invesco
Georgia
+$15.2M
4
NI
Nuance Investments
Missouri
+$11M
5
BlackRock
BlackRock
New York
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.7M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$23.8M
3
Deutsche Bank
Deutsche Bank
Germany
-$11.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.5M
5
Millennium Management
Millennium Management
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
201
Institutional & Family Asset Management
Colorado
$2K – – –
JA
202
JOYN Advisors
Georgia
$2K +$1.52K +25 +313%
APA
203
American Portfolios Advisors
New York
$1.91K +$1.91K +27 New
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.28K – – –
S
205
SignatureFD
Georgia
$1K -$3.1K -65 -76%
QCG
206
Quadrant Capital Group
Ohio
$1K – – –
GAM
207
Gemmer Asset Management
California
$1K – – –
WC
208
Whitney & Co
New York
$1K +$1K +21 New
CEP
209
Chicago Equity Partners
Illinois
– -$8.58M -112,555 Closed
WG
210
Winton Group
United Kingdom
– -$7.12M -93,406 Closed
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
– -$6.1M -80,000 Closed
BA
212
Boston Advisors
Massachusetts
– -$3.37M -44,252 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
– -$2.36M -30,985 Closed
ZIM
214
Zacks Investment Management
Illinois
– -$1.4M -18,298 Closed
KA
215
Kaizen Advisory
Illinois
– -$1.12M -14,711 Closed
GCP
216
GSA Capital Partners
United Kingdom
– -$1M -13,125 Closed
CIP
217
Convergence Investment Partners
Florida
– -$802K -10,522 Closed
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
– -$790K -10,357 Closed
AAMU
219
Amundi Asset Management US
Massachusetts
– -$564K -7,393 Closed
AA
220
ALPS Advisors
Colorado
– -$455K -5,975 Closed
Envestnet Asset Management
221
Envestnet Asset Management
Illinois
– -$375K -4,911 Closed
Acadian Asset Management
222
Acadian Asset Management
Massachusetts
– -$344K -4,506 Closed
William Blair Investment Management
223
William Blair Investment Management
Illinois
– -$289K -3,790 Closed
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
– -$280K -3,676 Closed
SCC
225
Spring Creek Capital
Kansas
– -$280K -3,674 Closed
6 7 8
9
10