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UMB Financial
UMBF

Overview Fund Activity

209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-11
Holders Change %
-5%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
92
Reduced
74
Closed
31
Calls
$22K
Puts
$1.35M
Net Calls
-$1.33M
Net Calls Change
-$1.15M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
CC
Carlson Capital
Texas
+$14M
4
HAM
Hillcrest Asset Management
Texas
+$11.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.57M
4
WRF
Waddell & Reed Financial
Kansas
-$5.52M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$666K +$45.7K +610 +7%
BPM
127
Bowling Portfolio Management
Ohio
$664K +$664K +8,875 New
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$660K -$52.4K -700 -7%
GIA
129
GHP Investment Advisors
Colorado
$613K +$150 +2 +0%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$602K – – –
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$601K +$601K +8,024 New
AP
132
Atwood & Palmer
Missouri
$580K +$554K +7,400 +2,114%
NMIMC
133
Northwestern Mutual Investment Management Company
Wisconsin
$565K -$224 -3 -0%
PA
134
Profund Advisors
Maryland
$497K -$265K -3,538 -35%
ARTA
135
A.R.T. Advisors
New York
$486K +$277K +3,700 +132%
CIM
136
CIM Investment Management
Pennsylvania
$482K -$15.4K -206 -3%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$479K -$75 -1 -0%
AB
138
Amalgamated Bank
New York
$478K +$7.41K +99 +2%
SAM
139
Securian Asset Management
Minnesota
$413K -$7.49K -100 -2%
SO
140
STRS Ohio
Ohio
$404K -$22.4K -300 -5%
PP
141
Paloma Partners
Connecticut
$400K +$9.67K +129 +2%
IG
142
ING Group
Netherlands
$400K +$400K +5,337 New
CTC
143
Central Trust Company
Missouri
$399K – – –
Pacer Advisors
144
Pacer Advisors
Pennsylvania
$363K +$80.5K +1,075 +28%
DAM
145
Delta Asset Management
Tennessee
$353K -$2.62K -35 -0.7%
GHCM
146
Glen Harbor Capital Management
California
$344K +$115K +1,530 +50%
O
147
OppenheimerFunds
New York
$341K +$32.4K +432 +10%
IHL
148
Investment House LLC
California
$332K -$75 -1 -0%
CAM
149
Capstone Asset Management
Texas
$308K +$21K +280 +7%
UBS Group
150
UBS Group
Switzerland
$307K -$420K -5,608 -58%
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