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UMB Financial
UMBF

Overview Fund Activity

208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
74
Reduced
74
Closed
16
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$1.01M

Top Buyers

1
State Street
1
State Street
Massachusetts
$169M
2
CIP
2
Champlain Investment Partners
Vermont
$77.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$23.5M
4
Millennium Management
4
Millennium Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$78.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.2M
2
SI
2
Sapience Investments
California
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
KTA
4
Keeley-Teton Advisors
Illinois
$24.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$330K -$6.26K -87 -2%
FRM
152
Fox Run Management
Connecticut
$324K +$36K +500 +13%
IHL
153
Investment House LLC
California
$319K – – –
EP
154
Elkfork Partners
Oregon
$305K +$72.7K +1,012 +31%
UBS Group
155
UBS Group
Switzerland
$303K -$163K -2,265 -35%
XK
156
Xact Kapitalforvaltning
Sweden
$297K +$297K +4,130 New
HSBC Holdings
157
HSBC Holdings
United Kingdom
$251K +$251K +3,484 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K +$19.4K +270 +8%
DBT
159
Dubuque Bank & Trust
Iowa
$246K -$43.9K -610 -15%
RCM
160
Riverhead Capital Management
Delaware
$245K +$57.6K +800 +31%
SCM
161
Shelton Capital Management
Colorado
$237K – – –
GWM
162
Geneos Wealth Management
Colorado
$235K – – –
N
163
Natixis
France
$230K -$392K -5,438 -63%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$229K -$425K -5,901 -65%
DT
165
Diversified Trust
Tennessee
$227K +$227K +3,150 New
TAM
166
Tyers Asset Management
Texas
$222K +$52.9K +736 +31%
HighTower Advisors
167
HighTower Advisors
Illinois
$216K +$216K +2,988 New
BF
168
BOK Financial
Oklahoma
$211K -$2.17K -30 -1%
AG
169
Advisor Group
Arizona
$209K +$121K +1,675 +138%
LIA
170
LS Investment Advisors
Michigan
$207K -$30.1K -419 -13%
ZCA
171
Zeke Capital Advisors
Pennsylvania
$202K +$202K +2,813 New
SSB
172
Sandy Spring Bank
Maryland
$179K – – –
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$173K +$57.9K +807 +50%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$132K +$4.77K +67 +4%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K -$366K -5,107 -79%
5 6
7
8 9