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UMB Financial

234 hedge funds and large institutions have $2.4B invested in UMB Financial in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-9
Holders Change %
-3.7%
% of All Funds
5.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
79
Reduced
84
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
201
Fieldpoint Private Securities
Connecticut
$17K -$27.8K -418 -62%
SCA
202
Stonebridge Capital Advisors
Minnesota
$16K
GWM
203
Geneos Wealth Management
Colorado
$16K
TRCT
204
Tower Research Capital (TRC)
New York
$15K -$27.5K -437 -65%
ASN
205
Advisory Services Network
Georgia
$14K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$10K -$3.02K -45 -23%
TWA
207
TCI Wealth Advisors
Arizona
$10K
FMT
208
First Mercantile Trust
Tennessee
$9K +$429 +7 +5%
IA
209
IFP Advisors
Florida
$9K +$9K +123 New
S
210
SignatureFD
Georgia
$8K +$6.69K +107 +510%
CIA
211
CSat Investment Advisory
Michigan
$7K +$970 +14 +16%
LWM
212
Liberty Wealth Management
California
$6K +$65 +1 +1%
BGIM
213
Brandywine Global Investment Management
Pennsylvania
$5K
FCA
214
FinTrust Capital Advisors
South Carolina
$5K +$592 +9 +13%
AIL
215
AGF Investments LLC
Ontario, Canada
$4K -$4K -59 -50%
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$4K
SF
217
Synovus Financial
Georgia
$4K
OAM
218
Oppenheimer Asset Management
New York
$3K
SFS
219
Sowell Financial Services
Arkansas
$3K +$3K +43 New
CFGS
220
Concourse Financial Group Securities
Alabama
$2K
HGWM
221
Harvest Group Wealth Management
Massachusetts
$2K
CBT
222
Capital Bank & Trust
California
$2K +$2K +38 New
APA
223
American Portfolios Advisors
New York
$1.68K
VCM
224
Versant Capital Management
Arizona
$1K -$684 -13 -41%
CFA
225
Carroll Financial Associates
North Carolina
$1K