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UMB Financial

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$44K -$80.7K -1,238 -65%
FPS
202
Fieldpoint Private Securities
Connecticut
$44K +$44K +674 New
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$42K +$23.4K +711 +125%
OC
204
Oakworth Capital
Alabama
$34K +$34K +530 New
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$27K -$1.05K -16 -4%
PI
206
PineBridge Investments
New York
$23K +$19.8K +299 +623%
FHA
207
First Horizon Advisors
Tennessee
$21K
PAM
208
Panagora Asset Management
Massachusetts
$20K
DAM
209
Delta Asset Management
Tennessee
$20K
OIA
210
OneDigital Investment Advisors
Kansas
$18K
SCA
211
Stonebridge Capital Advisors
Minnesota
$17K +$17K +255 New
GWM
212
Geneos Wealth Management
Colorado
$16K
PCG
213
Private Capital Group
Connecticut
$15K -$11.2K -151 -43%
ASN
214
Advisory Services Network
Georgia
$14K +$14K +220 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$13K -$7.1K -106 -35%
CFB
216
Cullen/Frost Bankers
Texas
$12K +$12K +177 New
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$10K -$10.3K -149 -51%
TWA
218
TCI Wealth Advisors
Arizona
$10K
FMT
219
First Mercantile Trust
Tennessee
$9K -$1.29K -20 -13%
AIL
220
AGF Investments LLC
Ontario, Canada
$8K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$8K
LWM
222
Liberty Wealth Management
California
$6K -$659 -10 -10%
CIA
223
CSat Investment Advisory
Michigan
$6K +$6K +87 New
SQA
224
Simon Quick Advisors
New Jersey
$5.46K +$5.46K +83 New
BGIM
225
Brandywine Global Investment Management
Pennsylvania
$5K