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UMB Financial

232 hedge funds and large institutions have $3.78B invested in UMB Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

Holders
232
Holders Change
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
72
Reduced
99
Closed
27
Calls
$305K
Puts
Net Calls
+$305K
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
201
Newbridge Financial Services Group
Florida
$33K +$33K +354 New
CI Investments Inc
202
CI Investments Inc
Ontario, Canada
$30K
S
203
SignatureFD
Georgia
$28K -$2.06K -22 -7%
PAM
204
Panagora Asset Management
Massachusetts
$28K
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$28K +$28K +300 New
Lazard Asset Management
206
Lazard Asset Management
New York
$28K +$28K +308 New
GWM
207
Geneos Wealth Management
Colorado
$24K
PCG
208
Private Capital Group
Connecticut
$17K -$19.9K -218 -54%
FCA
209
FinTrust Capital Advisors
South Carolina
$17K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$14K +$14K +151 New
CWP
211
Concord Wealth Partners
Virginia
$13K +$13K +141 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$12K
LC
213
Lindbrook Capital
California
$11K
AIG
214
American International Group
New York
$9.56K +$64 +691 +0.7%
QCG
215
Quadrant Capital Group
Ohio
$7K +$727 +8 +12%
SFS
216
Sowell Financial Services
Arkansas
$7K +$7K +68 New
DAM
217
Delta Asset Management
Tennessee
$6K -$2.57K -30 -30%
LWM
218
Liberty Wealth Management
California
$6K
TWA
219
TCI Wealth Advisors
Arizona
$5K +$2.97K +35 +146%
SL
220
Savior LLC
Massachusetts
$4K
APA
221
American Portfolios Advisors
New York
$3.23K +$3.23K +35 New
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
MWP
223
Meridian Wealth Partners
Pennsylvania
$3K +$3K +32 New
IA
224
IFP Advisors
Florida
$2K -$6K -78 -75%
JWM
225
Janiczek Wealth Management
Colorado
$2K