UMBF icon

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 %
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$466K +$24.4K +470 +6%
Legal & General Group
102
Legal & General Group
United Kingdom
$462K +$62.2K +1,191 +16%
Squarepoint
103
Squarepoint
New York
$421K +$421K +8,161 New
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$415K – – –
CTC
105
Central Trust Company
Missouri
$413K +$244K +4,734 +145%
GIA
106
GHP Investment Advisors
Colorado
$411K +$103 +2 +0%
CCMH
107
Cornerstone Capital Management Holdings
New York
$402K -$46.4K -900 -10%
IPC
108
Independent Portfolio Consultants
Florida
$391K +$33.6K +650 +9%
MSA
109
Mason Street Advisors
Wisconsin
$386K +$37.7K +731 +11%
O
110
OppenheimerFunds
New York
$372K -$95.6K -1,849 -20%
RCM
111
Riverhead Capital Management
Delaware
$368K -$123K -2,375 -25%
DAM
112
Delta Asset Management
Tennessee
$354K -$20.7K -400 -6%
FMBTD
113
First Midwest Bank Trust Division
Illinois
$343K -$1.03K -20 -0.3%
DT
114
Diversified Trust
Tennessee
$320K -$36.1K -700 -10%
FA
115
FDx Advisors
Illinois
$316K +$9.81K +190 +3%
Stifel Financial
116
Stifel Financial
Missouri
$316K +$316K +6,109 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$314K -$75.8K -1,468 -19%
ONB
118
Old National Bancorp
Indiana
$310K +$9.82K +190 +3%
UBS Group
119
UBS Group
Switzerland
$300K -$56.7K -1,098 -16%
CIM
120
CIM Investment Management
Pennsylvania
$298K +$36K +696 +14%
Nomura Holdings
121
Nomura Holdings
Japan
$291K +$291K +5,617 New
SG Americas Securities
122
SG Americas Securities
New York
$289K +$165K +3,204 +134%
CIBC Asset Management
123
CIBC Asset Management
Ontario, Canada
$271K +$4.96K +96 +2%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$269K +$69.8K +1,352 +35%
PI
125
PineBridge Investments
New York
$266K -$24.9K -481 -9%
3 4
5
6 7