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UMB Financial
UMBF

Overview Fund Activity

230 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
82
Reduced
67
Closed
12
Calls
$239K
Puts
$268K
Net Calls
-$29K
Net Calls Change
-$504K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$33.8M
2
BlackRock
BlackRock
New York
+$8.05M
3
CEP
Chicago Equity Partners
Illinois
+$6.95M
4
State Street
State Street
Massachusetts
+$6.31M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$5.93M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.34M
4
ProShare Advisors
ProShare Advisors
Maryland
-$3.39M
5
MWNA
Marshall Wace North America
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$20.4M +$3.64M +50,343 +22%
SAM
27
Skyline Asset Management
Illinois
$20.3M – – –
Charles Schwab
28
Charles Schwab
California
$20M +$978K +13,514 +5%
Deutsche Bank
29
Deutsche Bank
Germany
$18.9M +$3.28M +45,356 +21%
Millennium Management
30
Millennium Management
New York
$18.5M +$5.76M +79,607 +45%
GACM
31
Global Alpha Capital Management
Quebec, Canada
$18.4M +$5.93M +81,900 +48%
Bank of America
32
Bank of America
North Carolina
$17.7M +$432K +5,972 +2%
Goldman Sachs
33
Goldman Sachs
New York
$17.2M +$5.07M +70,011 +42%
Morgan Stanley
34
Morgan Stanley
New York
$17M +$3.48M +48,025 +26%
TCM
35
Tributary Capital Management
Nebraska
$16.8M +$1.14M +15,798 +7%
RHJA
36
Rice Hall James & Associates
California
$16.5M -$448K -6,187 -3%
ProShare Advisors
37
ProShare Advisors
Maryland
$15.1M -$3.39M -46,787 -18%
TCIM
38
TIAA CREF Investment Management
New York
$15M +$5.41M +74,724 +57%
CIP
39
Chartwell Investment Partners
Pennsylvania
$14.4M +$975K +13,470 +7%
Principal Financial Group
40
Principal Financial Group
Iowa
$13.9M +$424K +5,855 +3%
HAM
41
Hillcrest Asset Management
Texas
$10.5M -$409K -5,644 -4%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$10.3M -$5.34M -73,812 -34%
Renaissance Technologies
43
Renaissance Technologies
New York
$8.88M +$5.56M +76,800 +168%
Invesco
44
Invesco
Georgia
$8.51M +$957K +13,222 +13%
AIG
45
American International Group
New York
$8.41M -$308K -4,250 -4%
CEP
46
Chicago Equity Partners
Illinois
$7.93M +$6.95M +95,985 +711%
OC
47
Oppenheimer & Co
New York
$7.78M -$279K -3,850 -3%
USAA
48
United Services Automobile Association
Texas
$7.53M +$548K +7,567 +8%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M -$238K -3,287 -3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.58M -$311K -4,293 -5%
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