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
+$43.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
3
BIT
BlackRock Institutional Trust
California
+$21.5M
4
Morgan Stanley
Morgan Stanley
New York
+$19.4M
5
Northern Trust
Northern Trust
Illinois
+$11.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$85.4M
2
BFA
BlackRock Fund Advisors
California
-$37.5M
3
UB
UMB Bank
Missouri
-$32.8M
4
KAM
Keeley Asset Management
Illinois
-$24.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$498K +$498K +6,457 New
SO
152
STRS Ohio
Ohio
$493K +$116K +1,500 +31%
AB
153
Amalgamated Bank
New York
$485K +$73.3K +951 +18%
Jane Street
154
Jane Street
New York
$457K +$457K +5,917 New
CTC
155
Central Trust Company
Missouri
$438K -$77.1K -1,000 -15%
SAM
156
Securian Asset Management
Minnesota
$418K +$418K +5,420 New
SAM
157
Silvercrest Asset Management
New York
$411K +$411K +5,330 New
DAM
158
Delta Asset Management
Tennessee
$378K -$34.7K -450 -8%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$378K +$15.9K +209 +4%
FA
160
FDx Advisors
Illinois
$372K -$97.5K -1,266 -21%
ONB
161
Old National Bancorp
Indiana
$367K -$97.6K -1,266 -21%
IHL
162
Investment House LLC
California
$342K – – –
UFF
163
USA Financial Formulas
Michigan
$308K +$308K +3,991 New
CAM
164
Capstone Asset Management
Texas
$293K -$797K -10,350 -73%
TCM
165
Teza Capital Management
Illinois
$278K +$278K +3,601 New
SCM
166
Shelton Capital Management
Colorado
$271K – – –
GWM
167
Geneos Wealth Management
Colorado
$267K – – –
N
168
Natixis
France
$262K +$262K +3,394 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$257K -$94.4K -1,223 -27%
Barclays
170
Barclays
United Kingdom
$254K +$174K +2,256 +219%
NBC
171
Neuberger Berman Canada
Ontario, Canada
$246K +$246K +3,187 New
TSS
172
Two Sigma Securities
New York
$243K +$243K +3,152 New
CIM
173
Calvert Investment Management
Maryland
$238K -$22.1K -286 -8%
CWA
174
Cypress Wealth Advisors
California
$238K +$238K +3,089 New
LCM
175
Laurion Capital Management
New York
$231K +$231K +3,000 New
5 6
7
8 9