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UMB Financial
UMBF

Overview Fund Activity

165 hedge funds and large institutions have $2.12B invested in UMB Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
71
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$44.6M
4
SAM
Skyline Asset Management
Illinois
+$13.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.4M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$49.8M
2
CIP
Champlain Investment Partners
Vermont
-$18.6M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Millennium Management
Millennium Management
New York
-$9.79M
5
Wells Fargo
Wells Fargo
California
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$259K -$15.8K -306 -6%
IHL
127
Investment House LLC
California
$229K – – –
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$227K +$227K +4,400 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$221K -$224K -4,326 -50%
AL
130
Airain Ltd
Guernsey
$220K +$220K +4,259 New
AB
131
Amalgamated Bank
New York
$218K +$218K +4,226 New
Canada Life
132
Canada Life
Manitoba, Canada
$211K – – –
GWM
133
Geneos Wealth Management
Colorado
$180K +$180K +3,472 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$150K +$107K +2,084 +252%
Morgan Stanley
135
Morgan Stanley
New York
$148K -$240K -4,625 -62%
SO
136
STRS Ohio
Ohio
$139K +$66.9K +1,300 +93%
BlackRock
137
BlackRock
New York
$134K +$50.2K +973 +60%
SSB
138
Sandy Spring Bank
Maryland
$129K – – –
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$126K -$33K -636 -21%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K -$4.96K -96 -6%
LIA
141
LS Investment Advisors
Michigan
$74K +$4.21K +82 +6%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$68K – – –
Victory Capital Management
143
Victory Capital Management
Texas
$58K -$37.7K -733 -39%
SWA
144
Sutton Wealth Advisors
Florida
$47.8K +$47.8K +925 New
GS
145
GAM Systematic
United Kingdom
$47K +$47K +916 New
VCM
146
Versant Capital Management
Arizona
$44K +$556 +11 +1%
HNB
147
Huntington National Bank
Ohio
$42K +$42K +800 New
GT
148
Glenmede Trust
Pennsylvania
$38K – – –
NSIM
149
North Star Investment Management
Illinois
$35K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K -$2.62K -50 -7%
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6
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