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UMB Financial
UMBF

Overview Fund Activity

176 hedge funds and large institutions have $2.44B invested in UMB Financial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
74
Reduced
58
Closed
11
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$428K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$41.3M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77M
3
BFA
BlackRock Fund Advisors
California
$191M
4
Ameriprise
Ameriprise
Minnesota
$45M
5
Vanguard Group
Vanguard Group
Pennsylvania
$224M

Top Sellers

1
CB
Commerce Bank
Missouri
$2.77M
2
Goldman Sachs
Goldman Sachs
New York
$8.44M
3
Millennium Management
Millennium Management
New York
$2.41M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$234M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
126
Crossmark Global Holdings
Texas
$348K +$348K +4,673 New
PI
127
PineBridge Investments
New York
$330K +$12.4K +208 +4%
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$320K -$178K -3,001 -36%
DAM
129
Delta Asset Management
Tennessee
$318K -$11.9K -200 -4%
AB
130
Amalgamated Bank
New York
$317K +$1.37K +23 +0.4%
CIBC Asset Management
131
CIBC Asset Management
Ontario, Canada
$312K – – –
SO
132
STRS Ohio
Ohio
$291K -$11.9K -200 -4%
BJ
133
BlackRock Japan
Japan
$290K – – –
Stifel Financial
134
Stifel Financial
Missouri
$285K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$282K -$8.88K -150 -3%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$271K -$81.4K -1,367 -23%
IHL
137
Investment House LLC
California
$264K – – –
UBS Group
138
UBS Group
Switzerland
$253K -$84.1K -1,413 -25%
Citadel Advisors
139
Citadel Advisors
Florida
$244K -$444K -7,456 -65%
AIP
140
Ameritas Investment Partners
Nebraska
$231K +$231K +3,878 New
DT
141
Diversified Trust
Tennessee
$214K -$83.2K -1,400 -28%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$213K -$378K -6,360 -64%
SCM
143
Shelton Capital Management
Colorado
$209K +$209K +3,515 New
GWM
144
Geneos Wealth Management
Colorado
$206K – – –
CIM
145
Calvert Investment Management
Maryland
$201K +$201K +3,373 New
SSB
146
Sandy Spring Bank
Maryland
$148K – – –
GS
147
GAM Systematic
United Kingdom
$138K -$207K -3,480 -60%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$108K -$46.3K -782 -30%
LIA
149
LS Investment Advisors
Michigan
$94K +$3.46K +58 +4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$88K +$9.67K +162 +12%
4 5
6
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