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UMB Financial
UMBF

Overview Fund Activity

165 hedge funds and large institutions have $2.12B invested in UMB Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
71
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$44.6M
4
SAM
Skyline Asset Management
Illinois
+$13.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.4M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$49.8M
2
CIP
Champlain Investment Partners
Vermont
-$18.6M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Millennium Management
Millennium Management
New York
-$9.79M
5
Wells Fargo
Wells Fargo
California
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$1.36M -$149K -2,880 -10%
ProShare Advisors
77
ProShare Advisors
Maryland
$1.3M +$337K +6,522 +35%
US Bancorp
78
US Bancorp
Minnesota
$1.26M +$26.4K +512 +2%
ASRS
79
Arizona State Retirement System
Arizona
$1.11M +$25.8K +500 +2%
PCMK
80
Paragon Capital Management (Kansas)
Kansas
$1.05M – – –
WSC
81
Wellington Shields & Co
New York
$1.03M – – –
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$1.01M +$76.4K +1,480 +8%
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$960K +$5.16K +100 +0.5%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$934K – – –
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$888K +$186K +3,600 +26%
CCT
86
Country Club Trust
Missouri
$886K -$141K -2,724 -14%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$883K – – –
VKH
88
Virtu KCG Holdings
New York
$773K +$773K +14,966 New
Millennium Management
89
Millennium Management
New York
$760K -$9.79M -189,618 -93%
ANTB
90
AMG National Trust Bank
Colorado
$760K +$34.7K +671 +5%
SEI Investments
91
SEI Investments
Pennsylvania
$745K +$465K +9,012 +166%
PA
92
Profund Advisors
Maryland
$707K +$392K +7,598 +125%
CAM
93
Capstone Asset Management
Texas
$680K -$35.6K -690 -5%
AG
94
Aperio Group
California
$675K +$177K +3,439 +36%
CS
95
Credit Suisse
Switzerland
$665K -$585K -11,334 -47%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$656K – – –
IP
97
Isthmus Partners
Wisconsin
$593K +$3.36K +65 +0.6%
Creative Planning
98
Creative Planning
Kansas
$569K -$1.81K -35 -0.3%
Mariner
99
Mariner
Kansas
$545K -$34.7K -672 -6%
Rafferty Asset Management
100
Rafferty Asset Management
New York
$490K +$490K +9,495 New
2 3
4
5 6