UMBF icon

UMB Financial
UMBF

Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in UMB Financial in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
81
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$329M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14M
3
RIM
3
RS Investment Management
California
$46.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.6M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$26M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
FHC
3
Forest Hill Capital
Arkansas
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.9M
5
AP
5
AHL Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
126
Pinnacle Summer Investments
Virginia
$243K – – –
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$243K +$166K +3,272 +217%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$233K -$14.9K -293 -6%
IHL
129
Investment House LLC
California
$226K – – –
AQR Capital Management
130
AQR Capital Management
Connecticut
$213K -$177K -3,499 -45%
AB
131
Amalgamated Bank
New York
$209K +$2.29K +45 +1%
Canada Life
132
Canada Life
Manitoba, Canada
$208K – – –
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$182K -$87K -1,712 -32%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$163K -$46.6K -918 -22%
RCM
135
Riverhead Capital Management
Delaware
$152K +$152K +3,000 New
SSB
136
Sandy Spring Bank
Maryland
$137K +$10.2K +200 +8%
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K +$861 +17 +0.8%
SO
138
STRS Ohio
Ohio
$101K +$10.1K +200 +11%
Victory Capital Management
139
Victory Capital Management
Texas
$98K +$11.8K +233 +14%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$2.23K +44 +2%
MCM
141
Manchester Capital Management
Vermont
$85K +$85K +1,675 New
LIA
142
LS Investment Advisors
Michigan
$69K +$4.01K +79 +6%
KCPG
143
Kavar Capital Partners Group
Kansas
$50K – – –
FHA
144
First Horizon Advisors
Tennessee
$46K -$1.37K -27 -3%
BlackRock
145
BlackRock
New York
$45K -$5.15K -101 -10%
NSIM
146
North Star Investment Management
Illinois
$43K – – –
GT
147
Glenmede Trust
Pennsylvania
$37K – – –
Barclays
148
Barclays
United Kingdom
$32K -$25.8K -515 -45%
QT
149
Quantbot Technologies
New York
$32K +$32K +647 New
MMG
150
Monetary Management Group
Missouri
$30K – – –
4 5
6
7 8