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UMB Financial
UMBF

Overview Fund Activity

165 hedge funds and large institutions have $2.12B invested in UMB Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
71
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$44.6M
4
SAM
Skyline Asset Management
Illinois
+$13.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.4M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$49.8M
2
CIP
Champlain Investment Partners
Vermont
-$18.6M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Millennium Management
Millennium Management
New York
-$9.79M
5
Wells Fargo
Wells Fargo
California
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$15.2M +$675K +13,065 +5%
Norges Bank
27
Norges Bank
Norway
$14.1M – – –
CB
28
Commerce Bank
Missouri
$13.9M -$31.9K -617 -0.2%
SAM
29
Skyline Asset Management
Illinois
$13.6M +$13.6M +263,900 New
CIP
30
Chartwell Investment Partners
Pennsylvania
$11.2M +$95.5K +1,850 +0.9%
BA
31
BlackRock Advisors
Delaware
$10.6M +$9.76M +188,973 +1,114%
Invesco
32
Invesco
Georgia
$9.21M +$3.41M +65,968 +59%
Bank of America
33
Bank of America
North Carolina
$8.81M -$157K -3,035 -2%
BIM
34
BlackRock Investment Management
Delaware
$8.57M +$144K +2,796 +2%
Charles Schwab
35
Charles Schwab
California
$8.38M +$225K +4,364 +3%
TAM
36
Third Avenue Management
New York
$7.76M -$496K -9,600 -6%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$7.42M +$6.53M +126,515 +740%
TCIM
38
TIAA CREF Investment Management
New York
$6.92M -$654K -12,663 -9%
Renaissance Technologies
39
Renaissance Technologies
New York
$6.88M +$3.08M +59,700 +81%
TCM
40
Tributary Capital Management
Nebraska
$6.31M +$244K +4,719 +4%
OC
41
Oppenheimer & Co
New York
$6.12M – – –
GACM
42
Global Alpha Capital Management
Quebec, Canada
$5.64M -$243K -4,700 -4%
Prudential Financial
43
Prudential Financial
New Jersey
$5.23M +$186K +3,600 +4%
Deutsche Bank
44
Deutsche Bank
Germany
$5.07M -$363K -7,036 -7%
Comerica Bank
45
Comerica Bank
Texas
$4.91M +$110K +2,141 +2%
FCI
46
Financial Counselors Inc
Kansas
$4.86M -$173K -3,350 -3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$4.46M +$5.16K +100 +0.1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$4.32M +$549K +10,636 +15%
NFA
49
Nationwide Fund Advisors
Ohio
$4.3M +$2.79M +53,862 +185%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.25M -$119K -2,300 -3%
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