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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 %
RCM
151
Riverhead Capital Management
Delaware
$83K -$103K -1,735 -55%
VCM
152
Versant Capital Management
Arizona
$63K +$4.45K +75 +8%
Barclays
153
Barclays
United Kingdom
$61K +$61K +1,030 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$55K +$61 +1 +0.1%
SWA
155
Sutton Wealth Advisors
Florida
$55K – – –
GT
156
Glenmede Trust
Pennsylvania
$43K – – –
NSIM
157
North Star Investment Management
Illinois
$40K – – –
AG
158
Advisor Group
Arizona
$39K +$7.25K +125 +23%
QT
159
Quantbot Technologies
New York
$35K +$32.9K +555 +1,586%
FHA
160
First Horizon Advisors
Tennessee
$30K +$6.22K +102 +26%
HMS
161
Hanseatic Management Services
New Mexico
$23K +$6.96K +115 +43%
AP
162
Atwood & Palmer
Missouri
$21K – – –
Citigroup
163
Citigroup
New York
$20K -$48.9K -838 -71%
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$19.2K -325 -52%
PAM
165
Panagora Asset Management
Massachusetts
$18K – – –
FIB
166
First Interstate Bank
Montana
$18K – – –
TWA
167
TCI Wealth Advisors
Arizona
$9K – – –
TCIM
168
TIAA CREF Investment Management
New York
$8.56K -$23 -390 -0.3%
CHP
169
Cable Hill Partners
Oregon
$6K -$606 -10 -9%
IA
170
IFP Advisors
Florida
$4K +$4K +74 New
BBHC
171
Brown Brothers Harriman & Co
New York
$3K – – –
KF
172
Krilogy Financial
Missouri
$3K – – –
Bessemer Group
173
Bessemer Group
New Jersey
$2K +$2K +30 New
VOYA Investment Management
174
VOYA Investment Management
Georgia
$1.01K – – –
QCG
175
Quadrant Capital Group
Ohio
$1K – – –
4 5 6
7
8