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UMB Financial
UMBF

Overview Fund Activity

209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-11
Holders Change %
-5%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
92
Reduced
74
Closed
31
Calls
$22K
Puts
$1.35M
Net Calls
-$1.33M
Net Calls Change
-$1.15M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
CC
Carlson Capital
Texas
+$14M
4
HAM
Hillcrest Asset Management
Texas
+$11.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.57M
4
WRF
Waddell & Reed Financial
Kansas
-$5.52M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Tributary Capital Management
Nebraska
$19.3M +$2.05M +27,351 +12%
Bank of America
27
Bank of America
North Carolina
$19.1M -$405K -5,404 -2%
Charles Schwab
28
Charles Schwab
California
$18M +$1.74M +23,225 +11%
ProShare Advisors
29
ProShare Advisors
Maryland
$17.6M +$1.06M +14,136 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$16.5M +$5.96M +79,567 +57%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$15.6M +$1.46M +19,477 +10%
CIP
32
Chartwell Investment Partners
Pennsylvania
$14.8M -$631K -8,425 -4%
Goldman Sachs
33
Goldman Sachs
New York
$14.7M -$5.44M -72,651 -27%
Principal Financial Group
34
Principal Financial Group
Iowa
$14M +$740K +9,882 +6%
CC
35
Carlson Capital
Texas
$14M +$14M +186,930 New
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$13.1M +$1.67M +22,330 +15%
HAM
37
Hillcrest Asset Management
Texas
$11.5M +$11.5M +153,960 New
Renaissance Technologies
38
Renaissance Technologies
New York
$11M +$202K +2,700 +2%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$10.9M +$10.9M +145,455 New
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$10.4M -$1.34M -17,931 -11%
TCIM
41
TIAA CREF Investment Management
New York
$9.83M +$249K +3,326 +3%
NFA
42
Nationwide Fund Advisors
Ohio
$8.84M -$63.5K -848 -0.7%
AIG
43
American International Group
New York
$8.75M +$243K +3,241 +3%
SI
44
Sapience Investments
California
$8.49M – – –
OC
45
Oppenheimer & Co
New York
$8.45M -$79.4K -1,060 -0.9%
MCM
46
Matarin Capital Management
New York
$8.22M +$203K +2,716 +3%
GACM
47
Global Alpha Capital Management
Quebec, Canada
$8.19M +$785K +10,480 +11%
First Trust Advisors
48
First Trust Advisors
Illinois
$8.06M +$673K +8,984 +9%
Invesco
49
Invesco
Georgia
$7.85M +$509K +6,802 +7%
Morgan Stanley
50
Morgan Stanley
New York
$7.72M -$3.87M -51,705 -33%
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