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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 %
QT
151
Quantbot Technologies
New York
$29K -$190K -3,769 -87%
CCA
152
Checchi Capital Advisers
California
$24K +$24K +461 New
FHA
153
First Horizon Advisors
Tennessee
$22K – – –
PAM
154
Paradigm Asset Management
New York
$20.7K -$41.3K -800 -67%
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$20K -$3.5K -66 -15%
AP
156
Atwood & Palmer
Missouri
$18K – – –
Geode Capital Management
157
Geode Capital Management
Massachusetts
$15.6K +$1.53K +29,640 +11%
PAM
158
Panagora Asset Management
Massachusetts
$15K – – –
FIB
159
First Interstate Bank
Montana
$15K – – –
TWA
160
TCI Wealth Advisors
Arizona
$8K -$4.81K -92 -38%
CHP
161
Cable Hill Partners
Oregon
$6K +$220 +4 +4%
CG
162
Cutler Group
California
$3K +$3K +74 New
UFA
163
US Financial Advisors
Massachusetts
$2K – – –
QCG
164
Quadrant Capital Group
Ohio
$1K +$1K +26 New
WRF
165
Waddell & Reed Financial
Kansas
– -$49.8M -1,070,668 Closed
BCM
166
BlueCrest Capital Management
Jersey
– -$1.91M -41,068 Closed
LRPA
167
L. Roy Papp & Associates
Arizona
– -$1.42M -30,517 Closed
IAM
168
Integre Asset Management
New York
– -$1.06M -22,825 Closed
PP
169
Paloma Partners
Connecticut
– -$922K -19,815 Closed
SS
170
Simplicity Solutions
Minnesota
– -$886K -19,042 Closed
CIA
171
Capital Impact Advisors
Massachusetts
– -$876K -18,815 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$603K -12,948 Closed
SCM
173
Stevens Capital Management
Pennsylvania
– -$547K -11,746 Closed
JG
174
Jefferies Group
New York
– -$499K -10,723 Closed
CG
175
Clinton Group
New York
– -$397K -8,524 Closed
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