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UMB Financial
UMBF

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

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

7% more funds holding

Funds holding: 195 → 208 (+13)

2.17% more ownership

Funds ownership: 83.4% → 85.58% (+2.2%)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

3% less capital invested

Capital invested by funds: $3.11B → $3.02B (-$86.4M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

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

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$18M
2
CIP
Champlain Investment Partners
Vermont
+$16.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$9.08M
4
Millennium Management
Millennium Management
New York
+$7.3M
5
American Century Companies
American Century Companies
Missouri
+$5.36M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.02M
2
SI
Sapience Investments
California
-$8.79M
3
NFA
Nationwide Fund Advisors
Ohio
-$8.66M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$6.12M +$77.9K +1,060 +1%
MOACM
52
Mutual of America Capital Management
New York
$6.1M +$200K +2,720 +3%
Brown Advisory
53
Brown Advisory
Maryland
$5.92M – – –
TAM
54
Third Avenue Management
New York
$5.85M – – –
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$5.54M +$599K +8,155 +12%
Swiss National Bank
56
Swiss National Bank
Switzerland
$5.21M +$118K +1,600 +2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$5.13M -$82.5K -1,123 -2%
First Trust Advisors
58
First Trust Advisors
Illinois
$5.04M -$1.09M -14,876 -17%
Comerica Bank
59
Comerica Bank
Texas
$4.99M -$35.1K -478 -0.7%
AllianceBernstein
60
AllianceBernstein
Tennessee
$4.92M -$2.2K -30 -0%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$4.92M – – –
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$4.08M -$3.08K -42 -0.1%
Legal & General Group
63
Legal & General Group
United Kingdom
$3.82M +$105K +1,433 +3%
PPA
64
Parametric Portfolio Associates
Washington
$3.61M +$188K +2,561 +5%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$3.56M -$341K -4,643 -9%
MIM
66
MetLife Investment Management
New Jersey
$3.48M +$3.55M +48,378 New
Renaissance Technologies
67
Renaissance Technologies
New York
$3.29M -$2.19M -29,800 -39%
CB
68
Commerce Bank
Missouri
$3.17M +$130K +1,768 +4%
CS
69
Credit Suisse
Switzerland
$3.08M -$1.33M -18,072 -30%
MWNA
70
Marshall Wace North America
New York
$3.05M +$2.52M +34,370 +431%
FNBOO
71
First National Bank of Omaha
Nebraska
$3.03M +$29.4K +400 +1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$2.54M +$862K +11,737 +50%
PCM
73
Piermont Capital Management
Missouri
$2.3M +$174K +2,370 +8%
SEI Investments
74
SEI Investments
Pennsylvania
$2.28M +$214K +2,909 +10%
ASRS
75
Arizona State Retirement System
Arizona
$2.27M +$491K +6,680 +27%
1 2
3
4 5

UMBF Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2017, worth a combined $3.02B — down 2.8% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UMBF positions and 16 closed out — a net gain of 13 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was State Street, adding an estimated $18M. The largest seller was Bank of New York Mellon, cutting an estimated $9.02M.

  • 208 institutional investors held UMB Financial (UMBF) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $3.02B of UMB Financial stock for Q4 2017, down 2.8% quarter-over-quarter.
  • 29 funds opened new UMB Financial positions in Q4 2017 and 16 closed out, a net change of +13 holders.
  • The largest UMB Financial buyer in Q4 2017 was State Street, an estimated $18M added.
  • The largest UMB Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2017.