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UMB Financial
UMBF

Overview Fund Activity

209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-11
Holders Change %
-5%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
92
Reduced
74
Closed
31
Calls
$22K
Puts
$1.35M
Net Calls
-$1.33M
Net Calls Change
-$1.15M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
CC
Carlson Capital
Texas
+$14M
4
HAM
Hillcrest Asset Management
Texas
+$11.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.57M
4
WRF
Waddell & Reed Financial
Kansas
-$5.52M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Commerce Bank
Missouri
$3.23M -$74.9K -1,000 -2%
FNBOO
77
First National Bank of Omaha
Nebraska
$3.1M -$290K -3,880 -9%
NI
78
Nuance Investments
Missouri
$3.1M +$3.1M +41,436 New
CS
79
Credit Suisse
Switzerland
$2.95M -$236K -3,156 -7%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$2.77M -$2.15M -28,660 -44%
Prudential Financial
81
Prudential Financial
New Jersey
$2.69M -$1.27M -16,922 -32%
Jacobs Levy Equity Management
82
Jacobs Levy Equity Management
New Jersey
$2.45M -$59.9K -800 -2%
TPSF
83
Texas Permanent School Fund
Texas
$2.4M +$22K +294 +0.9%
MPM
84
Meritage Portfolio Management
Kansas
$2.3M – – –
PCM
85
Piermont Capital Management
Missouri
$2.21M -$592K -7,910 -21%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$2.18M -$1.35K -18 -0.1%
PIA
87
Piedmont Investment Advisors
North Carolina
$2.14M +$649K +8,664 +43%
SEI Investments
88
SEI Investments
Pennsylvania
$2.06M +$299 +4 +0%
Canada Life
89
Canada Life
Manitoba, Canada
$1.91M +$11.7K +157 +0.6%
UBS AM
90
UBS AM
Illinois
$1.9M +$173K +2,315 +10%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$1.8M – – –
KeyBank National Association
92
KeyBank National Association
Ohio
$1.74M +$285K +3,800 +20%
US Bancorp
93
US Bancorp
Minnesota
$1.66M +$73K +975 +5%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$1.65M +$795K +10,621 +92%
PCMK
95
Paragon Capital Management (Kansas)
Kansas
$1.63M +$177K +2,359 +12%
MSA
96
Mason Street Advisors
Wisconsin
$1.6M +$54.1K +723 +3%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.51M +$256K +3,419 +20%
ASRS
98
Arizona State Retirement System
Arizona
$1.39M +$22.5K +300 +2%
SOMRS
99
State of Michigan Retirement System
Michigan
$1.36M +$22.5K +300 +2%
LMGAM
100
Liberty Mutual Group Asset Management
Massachusetts
$1.31M -$188K -2,507 -13%
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4
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