UMBF icon

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 %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$1.29M +$225 +3 +0%
AIP
102
Ameritas Investment Partners
Nebraska
$1.27M +$15.5K +207 +1%
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$1.27M -$245K -3,280 -16%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$1.2M +$53.7K +717 +5%
KL
105
KWMG LLC
Kansas
$1.18M +$1.18M +15,769 New
Citadel Advisors
106
Citadel Advisors
Florida
$1.17M -$483K -6,456 -29%
FMBTD
107
First Midwest Bank Trust Division
Illinois
$1.14M +$36.6K +489 +3%
AG
108
Aperio Group
California
$1.13M +$6.37K +85 +0.6%
ZIM
109
Zacks Investment Management
Illinois
$1.11M -$63.4K -847 -5%
CCT
110
Country Club Trust
Missouri
$1.1M – – –
ANTB
111
AMG National Trust Bank
Colorado
$1.07M +$156K +2,081 +17%
IPC
112
Independent Portfolio Consultants
Florida
$958K -$85.7K -1,145 -8%
IAS
113
IMA Advisory Services
Colorado
$953K – – –
Mariner
114
Mariner
Kansas
$933K -$36K -481 -4%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$876K +$37.2K +497 +4%
SG Americas Securities
116
SG Americas Securities
New York
$864K -$273K -3,644 -24%
GC
117
Guggenheim Capital
Illinois
$855K -$226K -3,011 -21%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$853K +$22.4K +300 +3%
Creative Planning
119
Creative Planning
Kansas
$842K +$79.2K +1,058 +10%
RJA
120
Raymond James & Associates
Florida
$834K -$15.9K -213 -2%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$814K +$2.47K +33 +0.3%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$813K – – –
IP
123
Isthmus Partners
Wisconsin
$808K -$19.5K -260 -2%
Two Sigma Advisers
124
Two Sigma Advisers
New York
$675K -$112K -1,500 -14%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$667K +$1.79K +24 +0.3%
3 4
5
6 7