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UMB Financial

195 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 83.48%83.4% (-0.08%)

0% less capital invested

Capital invested by funds: $3.12B → $3.11B (-$7.91M)

7% less funds holding

Funds holding: 209195 (-14)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $536K

Holders
195
Holders Change
-14
Holders Change %
-6.7%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
79
Reduced
66
Closed
23
Calls
Puts
$536K
Net Calls
-$536K
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Change in
Stake
KL
101
KWMG LLC
Kansas
$1.18M
ZIM
102
Zacks Investment Management
Illinois
$1.16M +$58.9K +841 +6%
AIP
103
Ameritas Investment Partners
Nebraska
$1.14M
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$1.1M -$1.55M -22,178 -60%
AG
105
Aperio Group
California
$1.1M -$29.3K -418 -3%
CCT
106
Country Club Trust
Missouri
$1.1M +$3.78K +54 +0.4%
MERSOM
107
Municipal Employees' Retirement System of Michigan
Michigan
$991K -$253K -3,620 -21%
IAS
108
IMA Advisory Services
Colorado
$948K
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$879K +$28K +400 +4%
GC
110
Guggenheim Capital
Illinois
$858K +$5.39K +77 +0.7%
Creative Planning
111
Creative Planning
Kansas
$857K +$17.8K +254 +2%
LMGAM
112
Liberty Mutual Group Asset Management
Massachusetts
$855K -$420K -6,000 -34%
IP
113
Isthmus Partners
Wisconsin
$815K +$10.2K +146 +1%
RJA
114
Raymond James & Associates
Florida
$810K -$19K -271 -2%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$809K
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$699K +$34.3K +490 +6%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$676K +$487K +6,949 +326%
GIA
118
GHP Investment Advisors
Colorado
$674K +$60K +857 +10%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$657K
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$650K -$15.5K -222 -2%
N
121
Natixis
France
$643K +$371K +5,293 +159%
MWNA
122
Marshall Wace North America
New York
$590K +$559K +7,978 New
AP
123
Atwood & Palmer
Missouri
$577K
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$565K -$31.5K -450 -6%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$545K -$119K -1,700 -19%

UMBF Hedge Fund Activity: Q3 2017 in Review

195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2017, worth a combined $3.11B — down 0.25% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UMBF and 11 opened new positions — a net loss of 12 holders — while 66 trimmed existing stakes and 79 added.

The largest buyer was Nuance Investments, adding an estimated $35.6M. The largest seller was Carlson Capital, exiting entirely with an estimated $14M sold.

  • 195 institutional investors held UMB Financial (UMBF) as of Q3 2017, down from 209 in Q2 2017.
  • Funds reported $3.11B of UMB Financial stock for Q3 2017, down 0.25% quarter-over-quarter.
  • 11 funds opened new UMB Financial positions in Q3 2017 and 23 closed out, a net change of -12 holders.
  • The largest UMB Financial buyer in Q3 2017 was Nuance Investments, an estimated $35.6M added.
  • The largest UMB Financial seller in Q3 2017 was Carlson Capital, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2017.