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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 %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$291K -$79.8K -1,069 -22%
DBT
152
Dubuque Bank & Trust
Iowa
$287K +$22.9K +306 +9%
MCIM
153
Meadow Creek Investment Management
Georgia
$283K +$94.3K +1,260 +50%
LIA
154
LS Investment Advisors
Michigan
$257K +$37.8K +505 +17%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$253K +$3.96K +53 +2%
N
156
Natixis
France
$250K -$80.9K -1,081 -24%
SCM
157
Shelton Capital Management
Colorado
$247K – – –
GWM
158
Geneos Wealth Management
Colorado
$245K – – –
PG
159
PEAK6 Group
Illinois
$229K +$145K +1,936 +172%
EP
160
Elkfork Partners
Oregon
$222K +$74K +990 +50%
MC
161
Miles Capital
Iowa
$220K -$1.35K -18 -0.6%
M&T Bank
162
M&T Bank
New York
$215K +$215K +2,874 New
Barclays
163
Barclays
United Kingdom
$211K -$144K -1,928 -41%
WAM
164
World Asset Management
Michigan
$207K +$3.22K +43 +2%
P
165
Pitcairn
Pennsylvania
$201K +$201K +2,686 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$187K +$7.32K +98 +4%
SSB
167
Sandy Spring Bank
Maryland
$186K – – –
RCM
168
Riverhead Capital Management
Delaware
$184K +$64.5K +863 +54%
TAM
169
Tyers Asset Management
Texas
$162K +$54K +720 +50%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$159K -$9.11K -122 -5%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$152K +$9.71K +129 +7%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$120K +$9.73K +130 +9%
QT
173
Quantbot Technologies
New York
$96K +$96K +1,288 New
CG
174
Cutler Group
California
$93K -$48K -645 -34%
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$71K -$9.97K -135 -12%
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7
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