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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$5K +$865 +18 +21%
QCG
202
Quadrant Capital Group
Ohio
$3K -$984 -21 -25%
ASN
203
Advisory Services Network
Georgia
$3K +$3K +66 New
APA
204
American Portfolios Advisors
New York
$2.01K +$539 +11 +37%
SL
205
Savior LLC
Massachusetts
$2K – – –
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CAW
207
Cornerstone Advisors (Washington)
Washington
$2K – – –
NNP
208
Nachman Norwood & Parrott
South Carolina
$2K +$2K +50 New
Millennium Management
209
Millennium Management
New York
$1.62K -$378 -7,705 -19%
TWA
210
TCI Wealth Advisors
Arizona
$1K -$125 -3 -11%
CFA
211
Carroll Financial Associates
North Carolina
$1K – – –
HGWM
212
Harvest Group Wealth Management
Massachusetts
$1K – – –
JWM
213
Janiczek Wealth Management
Colorado
$1K +$1K +17 New
PFWA
214
Paces Ferry Wealth Advisors
Georgia
$1K +$1K +23 New
FCA
215
FinTrust Capital Advisors
South Carolina
$9 +$7 +152 +461%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
– -$9.75M -189,200 Closed
Voloridge Investment Management
217
Voloridge Investment Management
Florida
– -$1.52M -29,524 Closed
SG Americas Securities
218
SG Americas Securities
New York
– -$1.51M -29,359 Closed
Jane Street
219
Jane Street
New York
– -$880K -17,066 Closed
HF
220
HRT Financial
New York
– -$682K -13,240 Closed
SM
221
Sciencast Management
New Jersey
– -$493K -10,778 Closed
QIM
222
Quantitative Investment Management
Virginia
– -$369K -7,172 Closed
EMFAT
223
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$357K -6,930 Closed
MSL
224
Mackay Shields LLC
New York
– -$268K -5,200 Closed
TI
225
Trexquant Investment
Connecticut
– -$259K -5,026 Closed
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