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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 %
PP
151
Paloma Partners
Connecticut
$393K -$602K -7,967 -60%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$373K -$601 -8 -0.2%
PAM
153
Princeton Alpha Management
New Jersey
$371K -$192K -2,544 -34%
Barclays
154
Barclays
United Kingdom
$359K +$111K +1,472 +45%
DAM
155
Delta Asset Management
Tennessee
$357K -$11.3K -150 -3%
TC
156
TFS Capital
Pennsylvania
$353K +$353K +4,688 New
IHL
157
Investment House LLC
California
$334K – – –
N
158
Natixis
France
$333K +$77.3K +1,026 +30%
O
159
OppenheimerFunds
New York
$310K +$310K +4,119 New
CAM
160
Capstone Asset Management
Texas
$289K +$2.26K +30 +0.8%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$284K +$284K +3,773 New
TI
162
Trexquant Investment
Connecticut
$274K -$228K -3,031 -45%
Nomura Holdings
163
Nomura Holdings
Japan
$268K -$412K -5,474 -61%
DBT
164
Dubuque Bank & Trust
Iowa
$266K +$266K +3,526 New
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$251K – – –
SCM
166
Shelton Capital Management
Colorado
$249K -$16.2K -215 -6%
GWM
167
Geneos Wealth Management
Colorado
$247K -$14.4K -191 -6%
BC
168
Brinker Capital
Pennsylvania
$243K +$243K +3,232 New
GCP
169
GSA Capital Partners
United Kingdom
$232K +$19.5K +259 +9%
GHCM
170
Glen Harbor Capital Management
California
$230K +$23K +306 +11%
QC
171
QCM Cayman
Texas
$228K +$228K +3,027 New
CWA
172
Cypress Wealth Advisors
California
$226K -$6.32K -84 -3%
MC
173
Miles Capital
Iowa
$222K +$602 +8 +0.3%
LIA
174
LS Investment Advisors
Michigan
$221K -$4K -53 -2%
ARTA
175
A.R.T. Advisors
New York
$210K +$15K +200 +8%
5 6
7
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