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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.13B invested in UMB Financial in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+46
Holders Change %
+26.14%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
65
Reduced
72
Closed
11
Calls
$1.5M
Puts
$193K
Net Calls
+$1.31M
Net Calls Change
+$881K

Top Buyers

1
State Street
State Street
Massachusetts
$140M
2
Victory Capital Management
Victory Capital Management
Texas
$78.4M
3
BIT
BlackRock Institutional Trust
California
$106M
4
Morgan Stanley
Morgan Stanley
New York
$20.3M
5
Northern Trust
Northern Trust
Illinois
$94.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$110M
2
BFA
BlackRock Fund Advisors
California
$210M
3
UB
UMB Bank
Missouri
$451M
4
KAM
Keeley Asset Management
Illinois
$49.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Skyline Asset Management
Illinois
$24M -$154K -2,000 -0.6%
BIM
27
BlackRock Investment Management
Delaware
$23.9M +$8.12M +105,302 +52%
Morgan Stanley
28
Morgan Stanley
New York
$20.3M +$19.4M +251,292 +2,117%
Bank of America
29
Bank of America
North Carolina
$17.1M +$3.15M +40,835 +23%
Goldman Sachs
30
Goldman Sachs
New York
$16.4M +$5.44M +70,584 +50%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$16M +$16M +205,468 New
CIP
32
Chartwell Investment Partners
Pennsylvania
$15.8M -$385K -4,987 -2%
Charles Schwab
33
Charles Schwab
California
$15.5M +$1.07M +13,931 +7%
TCM
34
Tributary Capital Management
Nebraska
$14.3M +$990K +12,835 +7%
Principal Financial Group
35
Principal Financial Group
Iowa
$13.5M -$11.3M -146,347 -45%
Millennium Management
36
Millennium Management
New York
$12M +$8.87M +114,978 +284%
TCIM
37
TIAA CREF Investment Management
New York
$10.5M -$619K -8,021 -6%
NFA
38
Nationwide Fund Advisors
Ohio
$9.96M +$2.79M +36,228 +39%
TAM
39
Third Avenue Management
New York
$9.86M -$1.09M -14,182 -10%
BA
40
BlackRock Advisors
Delaware
$9.76M -$9.82M -127,275 -50%
CEP
41
Chicago Equity Partners
Illinois
$9.03M +$1.49M +19,280 +20%
OC
42
Oppenheimer & Co
New York
$8.84M -$38.6K -500 -0.4%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$8.8M +$2.04M +26,443 +30%
Invesco
44
Invesco
Georgia
$8.55M -$9.5M -123,169 -53%
AIG
45
American International Group
New York
$8.38M +$5.82M +75,530 +228%
WRF
46
Waddell & Reed Financial
Kansas
$7.75M +$7.75M +100,466 New
USAA
47
United Services Automobile Association
Texas
$7.7M – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$7.56M +$1.6M +20,739 +27%
MCM
49
Matarin Capital Management
New York
$7.55M -$3.52M -45,651 -32%
Deutsche Bank
50
Deutsche Bank
Germany
$7.52M +$1.35M +17,562 +22%
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