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UMB Financial

232 hedge funds and large institutions have $2.8B invested in UMB Financial in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+16
Holders Change %
+7.41%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
64
Reduced
101
Closed
20
Calls
Puts
$145K
Net Calls
-$145K
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Shares
Change %
QT
201
Quantbot Technologies
New York
$78K +$78K +1,132 New
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$58K +$58K +838 New
MWC
203
MBM Wealth Consultants
Missouri
$51K
FHA
204
First Horizon Advisors
Tennessee
$41K
PCG
205
Private Capital Group
Connecticut
$28K -$1.8K -26 -6%
PA
206
Parallel Advisors
California
$27K -$51.9K -752 -66%
GWM
207
Geneos Wealth Management
Colorado
$23K
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$23K +$2.16K +31 +10%
S
209
SignatureFD
Georgia
$22K -$754 -11 -3%
PAM
210
Panagora Asset Management
Massachusetts
$21K
FCA
211
FinTrust Capital Advisors
South Carolina
$13K
BBHC
212
Brown Brothers Harriman & Co
New York
$10K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$9K
ASN
214
Advisory Services Network
Georgia
$9K +$4.17K +57 +86%
LC
215
Lindbrook Capital
California
$8K
AIG
216
American International Group
New York
$7.09K -$134 -1,946 -2%
MAM
217
Meeder Asset Management
Ohio
$7K -$142K -2,190 -95%
DAM
218
Delta Asset Management
Tennessee
$7K -$8.75K -125 -56%
IA
219
IFP Advisors
Florida
$7K
LWM
220
Liberty Wealth Management
California
$6K
QCG
221
Quadrant Capital Group
Ohio
$5K +$362 +5 +8%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
SL
223
Savior LLC
Massachusetts
$3K
VCG
224
Vantage Consulting Group
Virginia
$3K +$3K +38 New
TWA
225
TCI Wealth Advisors
Arizona
$2K