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UMB Financial
UMBF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
74
Reduced
82
Closed
25
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$148K

Top Buyers

1
Invesco
Invesco
Georgia
$54.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$37.9M
4
CIP
Champlain Investment Partners
Vermont
$96.3M
5
HAM
Hillcrest Asset Management
Texas
$12.2M

Top Sellers

1
EAM
Eagle Asset Management
Florida
$17.8M
2
CTA
Carillon Tower Advisers
Florida
$6.9M
3
American Century Companies
American Century Companies
Missouri
$188M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$18M
5
Federated Hermes
Federated Hermes
Pennsylvania
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$3K – – –
MNBTD
202
Moody National Bank Trust Division
Texas
$2K +$2K +26 New
HGWM
203
Harvest Group Wealth Management
Massachusetts
$2K +$2K +36 New
RCAG
204
Rehmann Capital Advisory Group
Michigan
$1.95K – – –
APA
205
American Portfolios Advisors
New York
$1.73K +$1.73K +27 New
IFAM
206
Institutional & Family Asset Management
Colorado
$1K – – –
S
207
SignatureFD
Georgia
$1K – – –
CAW
208
Cornerstone Advisors (Washington)
Washington
$1K – – –
GAM
209
Gemmer Asset Management
California
$1K – – –
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$1K +$538 +7 +117%
CFGS
211
Concourse Financial Group Securities
Alabama
$1K +$1K +28 New
BCA
212
Berman Capital Advisors
Georgia
$1K +$1K +31 New
GT
213
Glenmede Trust
Pennsylvania
$42 – – –
Millennium Management
214
Millennium Management
New York
– -$3M -49,218 Closed
Rafferty Asset Management
215
Rafferty Asset Management
New York
– -$2.02M -33,142 Closed
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
– -$1.39M -22,734 Closed
DTL
217
Dynamic Technology Lab
Singapore
– -$622K -10,200 Closed
AI
218
Atom Investors
Texas
– -$544K -8,929 Closed
BCM
219
BlueCrest Capital Management
Jersey
– -$526K -8,619 Closed
QCM
220
Quantinno Capital Management
New York
– -$427K -6,997 Closed
SSA
221
Schonfeld Strategic Advisors
New York
– -$373K -6,121 Closed
AQR Capital Management
222
AQR Capital Management
Connecticut
– -$292K -4,782 Closed
Bessemer Group
223
Bessemer Group
New Jersey
– -$285K -4,678 Closed
PP
224
Paloma Partners
Connecticut
– -$280K -4,600 Closed
PAM
225
Premier Asset Management
Illinois
– -$253K -4,154 Closed
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