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UMB Financial
UMBF

Overview Fund Activity

208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
74
Reduced
74
Closed
16
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$1.01M

Top Buyers

1
State Street
1
State Street
Massachusetts
$169M
2
CIP
2
Champlain Investment Partners
Vermont
$77.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$23.5M
4
Millennium Management
4
Millennium Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$78.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.2M
2
SI
2
Sapience Investments
California
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
KTA
4
Keeley-Teton Advisors
Illinois
$24.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Skyline Asset Management
Illinois
$20.2M -$21.6K -300 -0.1%
Charles Schwab
27
Charles Schwab
California
$18.9M +$939K +13,062 +5%
ProShare Advisors
28
ProShare Advisors
Maryland
$18.4M +$522K +7,254 +3%
Bank of America
29
Bank of America
North Carolina
$17.2M -$2.37M -32,895 -12%
RHJA
30
Rice Hall James & Associates
California
$16.9M -$1.04M -14,528 -6%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$16.7M +$1.88M +26,201 +13%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$15.8M -$699K -9,604 -4%
TCM
33
Tributary Capital Management
Nebraska
$15.5M -$2.91M -40,467 -16%
Deutsche Bank
34
Deutsche Bank
Germany
$15.5M +$4.58M +63,691 +42%
Morgan Stanley
35
Morgan Stanley
New York
$13.4M +$2.43M +33,797 +22%
CIP
36
Chartwell Investment Partners
Pennsylvania
$13.3M -$467K -6,500 -3%
Principal Financial Group
37
Principal Financial Group
Iowa
$13.3M -$51.2K -712 -0.4%
Millennium Management
38
Millennium Management
New York
$12.6M +$7.15M +99,395 +130%
GACM
39
Global Alpha Capital Management
Quebec, Canada
$12.4M +$2.13M +29,600 +21%
Goldman Sachs
40
Goldman Sachs
New York
$12.1M -$1.4M -19,428 -10%
HAM
41
Hillcrest Asset Management
Texas
$11.3M +$1.8K +24 +0%
TCIM
42
TIAA CREF Investment Management
New York
$9.49M -$1.04M -14,491 -10%
AIG
43
American International Group
New York
$8.66M -$791 -11 -0%
OC
44
Oppenheimer & Co
New York
$8.01M -$43.2K -600 -0.5%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.58M +$606K +8,430 +9%
Invesco
46
Invesco
Georgia
$7.5M -$109K -1,519 -1%
USAA
47
United Services Automobile Association
Texas
$6.94M – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$6.85M -$1.19M -16,490 -15%
FCI
49
Financial Counselors Inc
Kansas
$6.8M +$104K +1,450 +2%
Federated Hermes
50
Federated Hermes
Pennsylvania
$6.24M +$203K +2,817 +3%
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