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UMB Financial

235 hedge funds and large institutions have $2.9B invested in UMB Financial in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
26
Increased
84
Reduced
77
Closed
18
Calls
$3.86M
Puts
Net Calls
+$3.86M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
201
Panagora Asset Management
Massachusetts
$21K
GT
202
Glenmede Trust
Pennsylvania
$20K -$23.3K -350 -54%
PCG
203
Private Capital Group
Connecticut
$19K -$2.89K -44 -13%
GWM
204
Geneos Wealth Management
Colorado
$17K
DAM
205
Delta Asset Management
Tennessee
$15K -$5K -75 -25%
ASN
206
Advisory Services Network
Georgia
$13K -$2.54K -36 -16%
TWA
207
TCI Wealth Advisors
Arizona
$11K
FMT
208
First Mercantile Trust
Tennessee
$11K +$766 +11 +7%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$10K
S
210
SignatureFD
Georgia
$10K +$857 +12 +9%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$9K -$34.3K -488 -79%
IA
212
IFP Advisors
Florida
$8K -$632 -9 -7%
CIA
213
CSat Investment Advisory
Michigan
$8K +$974 +14 +14%
LWM
214
Liberty Wealth Management
California
$6K
BGIM
215
Brandywine Global Investment Management
Pennsylvania
$5K
FCA
216
FinTrust Capital Advisors
South Carolina
$5K
SF
217
Synovus Financial
Georgia
$4K
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$4K
OAM
219
Oppenheimer Asset Management
New York
$3K
EI
220
Ellevest Inc
New York
$3K +$3K +38 New
SL
221
Savior LLC
Massachusetts
$3K +$3K +41 New
CFGS
222
Concourse Financial Group Securities
Alabama
$2K
HGWM
223
Harvest Group Wealth Management
Massachusetts
$2K
APA
224
American Portfolios Advisors
New York
$1.79K
SFS
225
Sowell Financial Services
Arkansas
$1K -$2.58K -31 -72%