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UMB Financial
UMBF

Overview Fund Activity

208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
74
Reduced
74
Closed
16
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$1.01M

Top Buyers

1
State Street
1
State Street
Massachusetts
$169M
2
CIP
2
Champlain Investment Partners
Vermont
$77.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$23.5M
4
Millennium Management
4
Millennium Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$78.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.2M
2
SI
2
Sapience Investments
California
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
KTA
4
Keeley-Teton Advisors
Illinois
$24.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$1.11M -$8.77K -122 -0.8%
CCT
102
Country Club Trust
Missouri
$1.06M – – –
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$1.05M +$800K +11,127 +319%
CEP
104
Chicago Equity Partners
Illinois
$971K +$971K +13,505 New
MERSOM
105
Municipal Employees' Retirement System of Michigan
Michigan
$957K – – –
GC
106
Guggenheim Capital
Illinois
$884K +$54.6K +757 +7%
Creative Planning
107
Creative Planning
Kansas
$858K +$30.7K +427 +4%
LMGAM
108
Liberty Mutual Group Asset Management
Massachusetts
$803K -$21.8K -303 -3%
Holocene Advisors
109
Holocene Advisors
New York
$803K +$803K +11,162 New
IP
110
Isthmus Partners
Wisconsin
$799K +$12K +167 +2%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$798K -$50.3K -700 -6%
NMERB
112
New Mexico Educational Retirement Board
New Mexico
$784K +$784K +10,900 New
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$781K – – –
DTL
114
Dynamic Technology Lab
Singapore
$772K +$772K +10,730 New
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$738K +$349K +4,850 +90%
RJA
116
Raymond James & Associates
Florida
$731K -$51.1K -710 -7%
CSS
117
Cubist Systematic Strategies
Connecticut
$729K +$729K +10,137 New
Barclays
118
Barclays
United Kingdom
$708K +$426K +5,916 +151%
LRPA
119
L. Roy Papp & Associates
Arizona
$699K +$699K +9,714 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$688K +$13.4K +187 +2%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$675K +$675K +9,383 New
GIA
122
GHP Investment Advisors
Colorado
$659K +$8.13K +113 +1%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$634K – – –
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$597K -$30K -416 -5%
PA
125
Profund Advisors
Maryland
$574K +$80.4K +1,119 +16%
3 4
5
6 7