UMBF icon

UMB Financial
UMBF

Overview Fund Activity

174 hedge funds and large institutions have $2.24B invested in UMB Financial in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
79
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$141M
2
BFA
BlackRock Fund Advisors
California
$154M
3
Millennium Management
Millennium Management
New York
$11M
4
Vanguard Group
Vanguard Group
Pennsylvania
$194M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$217M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$58.7M
2
Goldman Sachs
Goldman Sachs
New York
$18.3M
3
UB
UMB Bank
Missouri
$334M
4
KAM
Keeley Asset Management
Illinois
$57.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$728K +$652K +12,251 +856%
AG
102
Aperio Group
California
$685K -$10.7K -202 -2%
IPC
103
Independent Portfolio Consultants
Florida
$636K +$233K +4,380 +58%
Legal & General Group
104
Legal & General Group
United Kingdom
$624K +$160K +3,042 +34%
Citadel Advisors
105
Citadel Advisors
Florida
$615K +$615K +11,557 New
IP
106
Isthmus Partners
Wisconsin
$602K -$8.3K -156 -1%
Mariner
107
Mariner
Kansas
$567K +$4.79K +90 +0.9%
Rafferty Asset Management
108
Rafferty Asset Management
New York
$565K +$59.9K +1,126 +12%
CCMH
109
Cornerstone Capital Management Holdings
New York
$550K +$136K +2,556 +33%
Capstone Investment Advisors
110
Capstone Investment Advisors
New York
$548K +$314K +5,900 +134%
Federated Hermes
111
Federated Hermes
Pennsylvania
$546K +$546K +10,254 New
Creative Planning
112
Creative Planning
Kansas
$545K -$41.2K -774 -7%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$529K +$302K +5,669 +133%
FMBTD
114
First Midwest Bank Trust Division
Illinois
$519K +$166K +3,120 +47%
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$491K +$10.7K +200 +2%
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$446K +$446K +8,385 New
SSG
117
Summit Securities Group
New York
$439K +$439K +8,259 New
MSA
118
Mason Street Advisors
Wisconsin
$437K +$39.2K +738 +10%
GIA
119
GHP Investment Advisors
Colorado
$435K +$11.6K +218 +3%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$428K – – –
CTC
121
Central Trust Company
Missouri
$409K -$17.2K -323 -4%
GC
122
Guggenheim Capital
Illinois
$398K +$398K +7,485 New
O
123
OppenheimerFunds
New York
$392K +$9.15K +172 +2%
CIM
124
CIM Investment Management
Pennsylvania
$340K +$33.5K +630 +11%
FA
125
FDx Advisors
Illinois
$324K -$1.28K -24 -0.4%
3 4
5
6 7