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UMB Financial
UMBF

Overview Fund Activity

211 hedge funds and large institutions have $1.98B invested in UMB Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-24
Holders Change %
-10.21%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
14
Increased
87
Reduced
75
Closed
36
Calls
$525K
Puts
$154K
Net Calls
+$371K
Net Calls Change
-$3.49M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$125M
2
Brown Advisory
2
Brown Advisory
Maryland
$32M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$226M
4
Wells Fargo
4
Wells Fargo
California
$76.6M
5
MI
5
M3F Inc
Utah
$3.7M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$11.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$38.6M
3
HF
3
HRT Financial
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$11.7M
5
Millennium Management
5
Millennium Management
New York
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$2K -$4.51K -106 -69%
OAM
202
Oppenheimer Asset Management
New York
$2K – – –
SL
203
Savior LLC
Massachusetts
$2K – – –
CAW
204
Cornerstone Advisors (Washington)
Washington
$2K +$1.36K +30 +214%
APA
205
American Portfolios Advisors
New York
$1.21K – – –
CCA
206
Column Capital Advisors
Indiana
$1K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$1K – – –
CFA
208
Carroll Financial Associates
North Carolina
$1K – – –
GAM
209
Gemmer Asset Management
California
$1K +$448 +13 +81%
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +17 New
HF
211
HRT Financial
New York
– -$6.53M -95,087 Closed
Stifel Financial
212
Stifel Financial
Missouri
– -$1.58M -22,976 Closed
Holocene Advisors
213
Holocene Advisors
New York
– -$1.52M -22,162 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
214
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.17M -17,000 Closed
Pacer Advisors
215
Pacer Advisors
Pennsylvania
– -$1.01M -14,676 Closed
BGDI
216
BW Gestao de Investimentos
Brazil
– -$777K -11,319 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$669K -9,749 Closed
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
– -$646K -9,413 Closed
Squarepoint
219
Squarepoint
New York
– -$581K -8,460 Closed
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
– -$439K -6,396 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$415K -6,040 Closed
PA
222
Profund Advisors
Maryland
– -$373K -5,428 Closed
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
– -$356K -5,183 Closed
AI
224
Atria Investments
North Carolina
– -$354K -5,161 Closed
CCIA
225
Campbell & Co Investment Adviser
Maryland
– -$327K -4,765 Closed
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