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UMB Financial
UMBF

Overview Fund Activity

220 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
33
Increased
89
Reduced
71
Closed
29
Calls
–
Puts
$173K
Net Calls
-$173K
Net Calls Change
-$1.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$351M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$37.6M
3
State Street
State Street
Massachusetts
+$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
-$50.2M
2
American Century Companies
American Century Companies
Missouri
-$27.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.79M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
26
Rice Hall James & Associates
California
$19.7M -$5.45M -72,395 -22%
Bank of America
27
Bank of America
North Carolina
$19.6M +$2.92M +38,748 +17%
TCM
28
Tributary Capital Management
Nebraska
$17.3M +$3.39M +44,950 +24%
ProShare Advisors
29
ProShare Advisors
Maryland
$16.6M +$9.85M +130,762 +146%
Charles Schwab
30
Charles Schwab
California
$16.3M +$1.23M +16,375 +8%
CIP
31
Chartwell Investment Partners
Pennsylvania
$15.5M +$37.7K +500 +0.2%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$14.2M -$1.24M -16,478 -8%
Principal Financial Group
33
Principal Financial Group
Iowa
$13.4M +$159K +2,112 +1%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$11.8M +$11.8M +157,181 New
Morgan Stanley
35
Morgan Stanley
New York
$11.7M -$8.16M -108,327 -41%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$11.5M +$2.88M +38,216 +33%
Renaissance Technologies
37
Renaissance Technologies
New York
$10.9M +$9.54M +126,624 +693%
Deutsche Bank
38
Deutsche Bank
Germany
$10.6M +$3.24M +42,999 +44%
TCIM
39
TIAA CREF Investment Management
New York
$9.64M -$598K -7,946 -6%
NFA
40
Nationwide Fund Advisors
Ohio
$8.96M -$773K -10,259 -8%
OC
41
Oppenheimer & Co
New York
$8.58M -$49K -650 -0.6%
AIG
42
American International Group
New York
$8.56M +$369K +4,901 +5%
SI
43
Sapience Investments
California
$8.54M +$4.03M +53,500 +89%
MCM
44
Matarin Capital Management
New York
$8.06M +$690K +9,164 +9%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$7.63M +$250K +3,320 +3%
AQR Capital Management
46
AQR Capital Management
Connecticut
$7.57M +$5.67M +75,232 +298%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$7.53M +$3.77M +50,000 +100%
USAA
48
United Services Automobile Association
Texas
$7.52M – – –
GACM
49
Global Alpha Capital Management
Quebec, Canada
$7.45M +$233K +3,100 +3%
Millennium Management
50
Millennium Management
New York
$7.44M -$4.27M -56,733 -36%
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