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UMB Financial
UMBF

Overview Fund Activity

220 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
33
Increased
89
Reduced
71
Closed
29
Calls
–
Puts
$173K
Net Calls
-$173K
Net Calls Change
-$1.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$351M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$37.6M
3
State Street
State Street
Massachusetts
+$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
-$50.2M
2
American Century Companies
American Century Companies
Missouri
-$27.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.79M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$792K +$792K +10,518 New
Creative Planning
127
Creative Planning
Kansas
$768K +$4.22K +56 +0.6%
PA
128
Profund Advisors
Maryland
$767K +$4.22K +56 +0.6%
AP
129
AHL Partners
United Kingdom
$745K +$224K +2,971 +43%
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$733K -$124K -1,640 -14%
UBS Group
131
UBS Group
Switzerland
$732K -$1.02M -13,596 -58%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$717K -$345K -4,580 -32%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$672K +$66.3K +878 +11%
Credit Agricole
134
Credit Agricole
France
$640K +$640K +8,495 New
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$624K +$55K +730 +10%
GIA
136
GHP Investment Advisors
Colorado
$617K +$226 +3 +0%
TCM
137
Teza Capital Management
Illinois
$617K +$346K +4,591 +127%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$605K – – –
CM
139
Crestline Management
Texas
$602K +$602K +8,000 New
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$569K +$2.79K +37 +0.5%
DTL
141
Dynamic Technology Lab
Singapore
$506K -$256K -3,402 -34%
CIM
142
CIM Investment Management
Pennsylvania
$500K – – –
Squarepoint
143
Squarepoint
New York
$489K -$297K -3,949 -38%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$482K -$4.07K -54 -0.8%
NBC
145
Neuberger Berman Canada
Ontario, Canada
$480K +$240K +3,181 +100%
AB
146
Amalgamated Bank
New York
$474K -$75 -1 -0%
SO
147
STRS Ohio
Ohio
$429K -$52.7K -700 -11%
SAM
148
Securian Asset Management
Minnesota
$423K +$14.5K +192 +4%
CTC
149
Central Trust Company
Missouri
$401K -$26.3K -350 -6%
SAM
150
Silvercrest Asset Management
New York
$401K – – –
4 5
6
7 8