UMBF icon

UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $2.12B invested in UMB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+11
Holders Change %
+5.21%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
72
Reduced
88
Closed
18
Calls
$968K
Puts
$402K
Net Calls
+$566K
Net Calls Change
+$195K

Top Buyers

1
Invesco
Invesco
Georgia
+$27M
2
Citadel Advisors
Citadel Advisors
Florida
+$18.6M
3
Wells Fargo
Wells Fargo
California
+$18M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$12.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.66M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$66.4M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.1M
4
BlackRock
BlackRock
New York
-$9.97M
5
ProShare Advisors
ProShare Advisors
Maryland
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
201
Ellevest Inc
New York
$6K -$3.11K -58 -34%
LC
202
Lindbrook Capital
California
$6K +$689 +14 +13%
LWM
203
Liberty Wealth Management
California
$5K – – –
QCG
204
Quadrant Capital Group
Ohio
$4K -$14.1K -300 -78%
IA
205
IFP Advisors
Florida
$4K -$465 -10 -10%
MAM
206
Meeder Asset Management
Ohio
$4K +$4K +69 New
PAG
207
Private Advisor Group
New Jersey
$4K +$4K +75 New
SF
208
Synovus Financial
Georgia
$3K -$10.6K -208 -78%
OPS
209
Orion Portfolio Solutions
Nebraska
$3K +$3K +59 New
QT
210
Quantbot Technologies
New York
$2K -$48K -1,105 -96%
FCA
211
FinTrust Capital Advisors
South Carolina
$2K -$2.61K -43 -57%
CAW
212
Cornerstone Advisors (Washington)
Washington
$2K -$95 -2 -5%
SL
213
Savior LLC
Massachusetts
$2K – – –
EFSCE
214
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.08K +20 +118%
APA
215
American Portfolios Advisors
New York
$1.55K +$206 +4 +15%
TWA
216
TCI Wealth Advisors
Arizona
$1K -$741 -20 -43%
HGWM
217
Harvest Group Wealth Management
Massachusetts
$1K – – –
CFA
218
Carroll Financial Associates
North Carolina
$1K – – –
HIA
219
Harbor Investment Advisory
Maryland
$1K +$1K +10 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$1K +$1K +15 New
OC
221
Oppenheimer & Co
New York
– -$3.87M -83,498 Closed
GLA
222
Great Lakes Advisors
Illinois
– -$3.23M -69,634 Closed
WG
223
Winton Group
United Kingdom
– -$782K -16,861 Closed
CCM
224
Coldstream Capital Management
Washington
– -$653K -14,079 Closed
MERSOM
225
Municipal Employees' Retirement System of Michigan
Michigan
– -$372K -8,010 Closed
6 7 8
9
10