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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 %
CAM
101
Capstone Asset Management
Texas
$841K +$9.51K +160 +1%
VKH
102
Virtu KCG Holdings
New York
$821K -$542K -9,122 -40%
IPC
103
Independent Portfolio Consultants
Florida
$803K +$92.2K +1,550 +13%
AG
104
Aperio Group
California
$776K +$10.7K +180 +1%
IP
105
Isthmus Partners
Wisconsin
$710K +$10.1K +163 +1%
Morgan Stanley
106
Morgan Stanley
New York
$706K +$505K +8,483 +251%
Mariner
107
Mariner
Kansas
$675K +$41.6K +700 +7%
PA
108
Profund Advisors
Maryland
$612K -$263K -4,428 -30%
Creative Planning
109
Creative Planning
Kansas
$608K -$1.01K -17 -0.2%
Federated Hermes
110
Federated Hermes
Pennsylvania
$601K -$9.04K -152 -1%
FMBTD
111
First Midwest Bank Trust Division
Illinois
$580K – – –
MERSOM
112
Municipal Employees' Retirement System of Michigan
Michigan
$555K +$8.92K +150 +2%
MSA
113
Mason Street Advisors
Wisconsin
$533K +$44.6K +751 +9%
GIA
114
GHP Investment Advisors
Colorado
$487K +$178 +3 +0%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$487K +$284K +4,772 +140%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$478K – – –
SCM
117
Stevens Capital Management
Pennsylvania
$445K -$378K -6,357 -46%
O
118
OppenheimerFunds
New York
$444K +$5.83K +98 +1%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$418K -$396K -6,656 -49%
CTC
120
Central Trust Company
Missouri
$397K -$59.4K -1,000 -13%
CIM
121
CIM Investment Management
Pennsylvania
$395K +$14.9K +250 +4%
FA
122
FDx Advisors
Illinois
$362K – – –
ONB
123
Old National Bancorp
Indiana
$358K – – –
GC
124
Guggenheim Capital
Illinois
$357K -$87.6K -1,475 -20%
SG Americas Securities
125
SG Americas Securities
New York
$352K +$352K +5,924 New
3 4
5
6 7