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UMB Financial
UMBF

Overview Fund Activity

176 hedge funds and large institutions have $2.44B invested in UMB Financial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
74
Reduced
58
Closed
11
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$428K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$41.3M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77M
3
BFA
BlackRock Fund Advisors
California
$191M
4
Ameriprise
Ameriprise
Minnesota
$45M
5
Vanguard Group
Vanguard Group
Pennsylvania
$224M

Top Sellers

1
CB
Commerce Bank
Missouri
$2.77M
2
Goldman Sachs
Goldman Sachs
New York
$8.44M
3
Millennium Management
Millennium Management
New York
$2.41M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$234M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$18.8M +$97.7K +1,643 +0.5%
SAM
27
Skyline Asset Management
Illinois
$18.6M +$2.93M +49,300 +19%
BA
28
BlackRock Advisors
Delaware
$15.1M -$849K -14,288 -5%
EA
29
Emerald Acquisition
Washington
$14.6M -$4.72M -79,327 -24%
Invesco
30
Invesco
Georgia
$13.9M +$2.7M +45,489 +24%
CIP
31
Chartwell Investment Partners
Pennsylvania
$12.5M -$463K -7,785 -4%
BIM
32
BlackRock Investment Management
Delaware
$12.1M +$61.5K +1,034 +0.5%
Charles Schwab
33
Charles Schwab
California
$11.1M +$809K +13,603 +8%
Bank of America
34
Bank of America
North Carolina
$10.8M +$1.09M +18,270 +11%
TCM
35
Tributary Capital Management
Nebraska
$10.2M +$2.14M +35,928 +26%
MCM
36
Matarin Capital Management
New York
$8.53M +$822K +13,820 +11%
Goldman Sachs
37
Goldman Sachs
New York
$8.44M -$12M -201,118 -59%
TAM
38
Third Avenue Management
New York
$8.44M – – –
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$8.26M -$131K -2,200 -2%
GACM
40
Global Alpha Capital Management
Quebec, Canada
$8.18M +$297K +5,000 +4%
OC
41
Oppenheimer & Co
New York
$6.84M -$262K -4,403 -4%
USAA
42
United Services Automobile Association
Texas
$5.93M +$2.03M +34,100 +52%
CEP
43
Chicago Equity Partners
Illinois
$5.81M +$111K +1,870 +2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$5.65M +$47.6K +800 +0.8%
NFA
45
Nationwide Fund Advisors
Ohio
$5.53M -$247K -4,160 -4%
Prudential Financial
46
Prudential Financial
New Jersey
$5.25M -$1.43M -24,007 -21%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$5.22M +$5.22M +87,716 New
Comerica Bank
48
Comerica Bank
Texas
$5.2M -$180K -2,956 -3%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$5.14M – – –
Deutsche Bank
50
Deutsche Bank
Germany
$4.75M -$806K -13,564 -15%
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