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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
$140M
2
Victory Capital Management
Victory Capital Management
Texas
$78.4M
3
BIT
BlackRock Institutional Trust
California
$106M
4
Morgan Stanley
Morgan Stanley
New York
$20.3M
5
Northern Trust
Northern Trust
Illinois
$94.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$110M
2
BFA
BlackRock Fund Advisors
California
$210M
3
UB
UMB Bank
Missouri
$451M
4
KAM
Keeley Asset Management
Illinois
$49.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
101
Voloridge Investment Management
Florida
$1.49M +$1.49M +19,283 New
Renaissance Technologies
102
Renaissance Technologies
New York
$1.41M -$3.52M -45,624 -71%
CCT
103
Country Club Trust
Missouri
$1.38M +$38.6K +500 +3%
ASRS
104
Arizona State Retirement System
Arizona
$1.36M -$382K -4,959 -22%
SOMRS
105
State of Michigan Retirement System
Michigan
$1.36M +$1.36M +17,600 New
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$1.33M – – –
AIP
107
Ameritas Investment Partners
Nebraska
$1.33M +$1.03M +13,300 +343%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.29M -$21.5K -279 -2%
KeyBank National Association
109
KeyBank National Association
Ohio
$1.28M +$1.28M +16,600 New
AL
110
Airain Ltd
Guernsey
$1.24M +$1.24M +16,098 New
Capstone Investment Advisors
111
Capstone Investment Advisors
New York
$1.17M +$1.17M +15,161 New
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$1.17M +$1.17M +15,111 New
Mariner
113
Mariner
Kansas
$1.15M +$277K +3,590 +32%
GC
114
Guggenheim Capital
Illinois
$1.14M +$680K +8,822 +147%
QC
115
Quadrature Capital
United Kingdom
$1.13M +$1.13M +14,674 New
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M -$30.9K -400 -3%
AG
117
Aperio Group
California
$1.08M +$69.4K +899 +7%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$1.04M +$501K +6,499 +92%
IPC
119
Independent Portfolio Consultants
Florida
$1.03M -$12K -155 -1%
PP
120
Paloma Partners
Connecticut
$1.02M +$1.02M +13,172 New
Nuveen Asset Management
121
Nuveen Asset Management
Illinois
$939K +$939K +12,170 New
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$877K +$462K +5,988 +111%
VKH
123
Virtu KCG Holdings
New York
$866K -$199K -2,579 -19%
IP
124
Isthmus Partners
Wisconsin
$850K -$35.8K -464 -4%
RJA
125
Raymond James & Associates
Florida
$845K -$267K -3,458 -24%
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5
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