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UMB Financial
UMBF

Overview Fund Activity

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
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

1
Victory Capital Management
Victory Capital Management
Texas
$41.3M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77M
3
BFA
BlackRock Fund Advisors
California
$191M
4
Ameriprise
Ameriprise
Minnesota
$45M
5
Vanguard Group
Vanguard Group
Pennsylvania
$224M

Top Sellers

1
CB
Commerce Bank
Missouri
$2.77M
2
Goldman Sachs
Goldman Sachs
New York
$8.44M
3
Millennium Management
Millennium Management
New York
$2.41M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$234M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$1.9M -$32.2K -542 -2%
UR
77
USCA RIA
Texas
$1.88M +$1.88M +31,629 New
UBS AM
78
UBS AM
Illinois
$1.87M +$91.5K +1,539 +5%
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.83M +$83.2K +1,400 +5%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M +$11.7K +197 +0.7%
NI
81
Nuance Investments
Missouri
$1.78M +$214K +3,607 +14%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$1.68M +$594 +10 +0%
BlackRock
83
BlackRock
New York
$1.56M +$85.8K +1,444 +6%
SEI Investments
84
SEI Investments
Pennsylvania
$1.49M -$364K -6,127 -20%
US Bancorp
85
US Bancorp
Minnesota
$1.49M -$34.6K -582 -2%
ASRS
86
Arizona State Retirement System
Arizona
$1.34M +$41.6K +700 +3%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.33M +$121K +2,030 +10%
PCMK
88
Paragon Capital Management (Kansas)
Kansas
$1.21M – – –
WSC
89
Wellington Shields & Co
New York
$1.19M – – –
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$1.15M +$41.6K +700 +4%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.11M -$204K -3,428 -15%
CCT
92
Country Club Trust
Missouri
$1.03M +$12.8K +215 +1%
ACN
93
Advisor Consultant Network
Ohio
$1.03M +$1.03M +17,376 New
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$1.02M -$951 -16 -0.1%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$1.02M – – –
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$936K -$415K -6,981 -31%
ANTB
97
AMG National Trust Bank
Colorado
$933K +$83.7K +1,408 +10%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$862K +$35.7K +600 +4%
RJA
99
Raymond James & Associates
Florida
$857K +$857K +14,419 New
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$846K +$32.4K +544 +4%
2 3
4
5 6