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UMB Financial
UMBF

176 hedge funds and large institutions have $2.44B invested in UMB Financial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

9% more capital invested

Capital invested by funds: $2.24B → $2.44B (+$205M)

1% more funds holding

Funds holding: 174 → 176 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
74
Reduced
58
Closed
11
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$428K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$39.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$25.4M
3
BFA
BlackRock Fund Advisors
California
+$18.2M
4
Ameriprise
Ameriprise
Minnesota
+$17.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
-$12.4M
2
Goldman Sachs
Goldman Sachs
New York
-$11.5M
3
Millennium Management
Millennium Management
New York
-$9.48M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.91M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$4.71M -$223K -3,900 -5%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$4.59M +$367K +6,405 +9%
TA
53
Teachers Advisors
New York
$4.42M +$31.1K +543 +0.7%
AP
54
AHL Partners
United Kingdom
$4.21M +$4.06M +70,893 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$4.04M -$155K -2,700 -4%
AllianceBernstein
56
AllianceBernstein
Tennessee
$4.01M +$573 +10 +0%
Renaissance Technologies
57
Renaissance Technologies
New York
$3.8M -$3.13M -54,600 -46%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$3.77M +$490K +8,561 +16%
BG
59
BlackRock Group
United Kingdom
$3.68M +$270K +4,707 +8%
ProShare Advisors
60
ProShare Advisors
Maryland
$3.58M +$826K +14,433 +32%
AC
61
Alpenglow Capital
California
$3.57M +$3.44M +60,000 New
Canada Life
62
Canada Life
Manitoba, Canada
$3.45M +$226K +3,943 +7%
First Trust Advisors
63
First Trust Advisors
Illinois
$3.37M -$49.1K -857 -1%
SB
64
Suntrust Banks
Georgia
$2.88M +$1.09K +19 +0%
CB
65
Commerce Bank
Missouri
$2.77M -$12.4M -216,051 -82%
PPA
66
Parametric Portfolio Associates
Washington
$2.66M +$596K +10,413 +30%
MOACM
67
Mutual of America Capital Management
New York
$2.64M +$13.2K +230 +0.5%
Legal & General Group
68
Legal & General Group
United Kingdom
$2.53M +$1.76M +30,766 +259%
FNBOO
69
First National Bank of Omaha
Nebraska
$2.52M -$43.2K -755 -2%
Millennium Management
70
Millennium Management
New York
$2.41M -$9.48M -165,503 -80%
MPM
71
Meritage Portfolio Management
Kansas
$2.18M – – –
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$2.07M +$77.3K +1,350 +4%
TPSF
73
Texas Permanent School Fund
Texas
$1.97M +$59.8K +1,045 +3%
AIG
74
American International Group
New York
$1.97M +$13.5K +236 +0.7%
CS
75
Credit Suisse
Switzerland
$1.96M -$1.06M -18,441 -36%
1 2
3
4 5

UMBF Hedge Fund Activity: Q3 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2016, worth a combined $2.44B — up 9.2% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMBF positions and 11 closed out — a net gain of 4 holders — while 74 added to existing stakes and 58 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $39.6M. The largest seller was Commerce Bank, cutting an estimated $12.4M.

  • 176 institutional investors held UMB Financial (UMBF) as of Q3 2016, up from 174 in Q2 2016.
  • Funds reported $2.44B of UMB Financial stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 15 funds opened new UMB Financial positions in Q3 2016 and 11 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q3 2016 was Victory Capital Management, an estimated $39.6M added.
  • The largest UMB Financial seller in Q3 2016 was Commerce Bank, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2016.