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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.13B invested in UMB Financial in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+46
Holders Change %
+26.14%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
65
Reduced
72
Closed
11
Calls
$1.5M
Puts
$193K
Net Calls
+$1.31M
Net Calls Change
+$881K

Top Buyers

1
State Street
State Street
Massachusetts
+$43.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
3
BIT
BlackRock Institutional Trust
California
+$21.5M
4
Morgan Stanley
Morgan Stanley
New York
+$19.4M
5
Northern Trust
Northern Trust
Illinois
+$11.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$85.4M
2
BFA
BlackRock Fund Advisors
California
-$37.5M
3
UB
UMB Bank
Missouri
-$32.8M
4
KAM
Keeley Asset Management
Illinois
-$24.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
76
Suntrust Banks
Georgia
$2.93M -$807K -10,462 -22%
Citigroup
77
Citigroup
New York
$2.92M +$2.9M +37,549 +10,947%
Prudential Financial
78
Prudential Financial
New Jersey
$2.61M -$4.2M -54,389 -62%
Legal & General Group
79
Legal & General Group
United Kingdom
$2.57M -$722K -9,355 -22%
SEI Investments
80
SEI Investments
Pennsylvania
$2.52M +$588K +7,629 +30%
Marshall Wace
81
Marshall Wace
United Kingdom
$2.51M +$2.51M +32,500 New
TPSF
82
Texas Permanent School Fund
Texas
$2.45M -$107K -1,393 -4%
Federated Hermes
83
Federated Hermes
Pennsylvania
$2.43M +$1.65M +21,447 +212%
RFCA
84
R&F Capital Advisors
New York
$2.41M +$2.41M +31,262 New
MPM
85
Meritage Portfolio Management
Kansas
$2.37M -$463K -6,000 -16%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$2.17M – – –
BG
87
BlackRock Group
United Kingdom
$2.17M -$2.61M -33,815 -55%
Citadel Advisors
88
Citadel Advisors
Florida
$2.13M +$1.81M +23,498 +573%
BlackRock
89
BlackRock
New York
$2.07M +$45.1K +585 +2%
AQR Capital Management
90
AQR Capital Management
Connecticut
$1.95M +$1.95M +25,288 New
Canada Life
91
Canada Life
Manitoba, Canada
$1.89M -$2.59M -33,513 -58%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.86M +$540K +7,000 +41%
UBS Group
93
UBS Group
Switzerland
$1.8M +$1.47M +19,057 +448%
US Bancorp
94
US Bancorp
Minnesota
$1.69M -$244K -3,162 -13%
PCMK
95
Paragon Capital Management (Kansas)
Kansas
$1.57M – – –
MSA
96
Mason Street Advisors
Wisconsin
$1.57M +$878K +11,383 +127%
LMGAM
97
Liberty Mutual Group Asset Management
Massachusetts
$1.55M +$1.55M +20,058 New
MERSOM
98
Municipal Employees' Retirement System of Michigan
Michigan
$1.54M +$824K +10,690 +115%
WSC
99
Wellington Shields & Co
New York
$1.54M – – –
UBS AM
100
UBS AM
Illinois
$1.54M -$891K -11,548 -37%
2 3
4
5 6