UMBF icon

UMB Financial

195 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-14
Holders Change %
-6.7%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
79
Reduced
66
Closed
23
Calls
Puts
$536K
Net Calls
-$536K
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$20.2M +$1.25M +16,815 +7%
TCM
27
Tributary Capital Management
Nebraska
$19.1M -$64.2K -862 -0.3%
Charles Schwab
28
Charles Schwab
California
$18.6M +$728K +9,767 +4%
RHJA
29
Rice Hall James & Associates
California
$18.6M -$931K -12,493 -5%
ProShare Advisors
30
ProShare Advisors
Maryland
$18.5M +$987K +13,253 +6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$16.8M +$1.31M +17,540 +8%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$15.3M +$2.31M +30,996 +18%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$15.1M +$4.26M +57,157 +39%
CIP
34
Chartwell Investment Partners
Pennsylvania
$14.3M -$375K -5,038 -3%
Goldman Sachs
35
Goldman Sachs
New York
$14M -$679K -9,118 -5%
Principal Financial Group
36
Principal Financial Group
Iowa
$13.9M -$90.4K -1,213 -0.6%
Morgan Stanley
37
Morgan Stanley
New York
$11.4M +$3.73M +50,058 +49%
Deutsche Bank
38
Deutsche Bank
Germany
$11.3M -$5.06M -67,962 -31%
HAM
39
Hillcrest Asset Management
Texas
$11.2M -$267K -3,583 -2%
TCIM
40
TIAA CREF Investment Management
New York
$10.9M +$1.13M +15,220 +12%
GACM
41
Global Alpha Capital Management
Quebec, Canada
$10.6M +$2.47M +33,181 +30%
AIG
42
American International Group
New York
$8.97M +$264K +3,550 +3%
SI
43
Sapience Investments
California
$8.79M +$343K +4,600 +4%
NFA
44
Nationwide Fund Advisors
Ohio
$8.66M -$136K -1,829 -2%
OC
45
Oppenheimer & Co
New York
$8.34M -$74.5K -1,000 -0.9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.32M +$658K +8,828 +9%
Invesco
47
Invesco
Georgia
$7.88M +$66K +886 +0.8%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.23M -$36.9K -495 -0.5%
USAA
49
United Services Automobile Association
Texas
$7.19M
FCI
50
Financial Counselors Inc
Kansas
$6.94M -$33.5K -450 -0.5%