UMBF icon

UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.13B invested in UMB Financial in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+46
Holders Change %
+26.14%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
65
Reduced
72
Closed
11
Calls
$1.5M
Puts
$193K
Net Calls
+$1.31M
Net Calls Change
+$881K

Top Buyers

1
State Street
State Street
Massachusetts
$140M
2
Victory Capital Management
Victory Capital Management
Texas
$78.4M
3
BIT
BlackRock Institutional Trust
California
$106M
4
Morgan Stanley
Morgan Stanley
New York
$20.3M
5
Northern Trust
Northern Trust
Illinois
$94.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$110M
2
BFA
BlackRock Fund Advisors
California
$210M
3
UB
UMB Bank
Missouri
$451M
4
KAM
Keeley Asset Management
Illinois
$49.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$841K -$369K -4,787 -31%
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$837K +$837K +10,856 New
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$833K -$656K -8,500 -44%
Squarepoint
129
Squarepoint
New York
$805K +$805K +10,443 New
Creative Planning
130
Creative Planning
Kansas
$782K -$7.33K -95 -0.9%
PA
131
Profund Advisors
Maryland
$781K -$12.9K -167 -2%
DTL
132
Dynamic Technology Lab
Singapore
$781K +$781K +10,121 New
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$768K -$376K -4,672 -33%
FMBTD
134
First Midwest Bank Trust Division
Illinois
$739K -$13.9K -180 -2%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$726K +$726K +9,410 New
Rafferty Asset Management
136
Rafferty Asset Management
New York
$713K +$713K +9,243 New
Nomura Holdings
137
Nomura Holdings
Japan
$696K +$696K +9,036 New
SCM
138
Stevens Capital Management
Pennsylvania
$687K +$109K +1,417 +19%
SG Americas Securities
139
SG Americas Securities
New York
$679K +$222K +2,877 +49%
GIA
140
GHP Investment Advisors
Colorado
$631K +$154 +2 +0%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$620K -$13K -168 -2%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$620K – – –
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$582K -$1.14M -14,730 -66%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$580K +$580K +7,517 New
PAM
145
Princeton Alpha Management
New Jersey
$576K +$576K +7,464 New
CG
146
Clinton Group
New York
$541K +$541K +7,010 New
AP
147
AHL Partners
United Kingdom
$534K -$4.93M -63,966 -90%
TI
148
Trexquant Investment
Connecticut
$514K +$514K +6,666 New
CIM
149
CIM Investment Management
Pennsylvania
$512K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$499K +$223K +2,887 +81%
4 5
6
7 8