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UMB Financial
UMBF

Overview Fund Activity

230 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
82
Reduced
67
Closed
12
Calls
$239K
Puts
$268K
Net Calls
-$29K
Net Calls Change
-$504K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$33.8M
2
BlackRock
BlackRock
New York
+$8.05M
3
CEP
Chicago Equity Partners
Illinois
+$6.95M
4
State Street
State Street
Massachusetts
+$6.31M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$5.93M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.34M
4
ProShare Advisors
ProShare Advisors
Maryland
-$3.39M
5
MWNA
Marshall Wace North America
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
151
Oberweis Asset Management
Illinois
$431K – – –
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$400K +$400K +5,526 New
SAM
153
Securian Asset Management
Minnesota
$391K – – –
MCIM
154
Meadow Creek Investment Management
Georgia
$391K – – –
CTC
155
Central Trust Company
Missouri
$386K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$363K -$6.8K -94 -2%
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$347K -$152K -2,099 -30%
AP
158
Atwood & Palmer
Missouri
$347K -$3.62K -50 -1%
KI
159
Koch Industries
Kansas
$347K +$347K +4,795 New
SO
160
STRS Ohio
Ohio
$340K – – –
DAM
161
Delta Asset Management
Tennessee
$338K -$1.81K -25 -0.5%
CGH
162
Crossmark Global Holdings
Texas
$335K +$2.68K +37 +0.8%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$332K -$281K -3,795 -46%
IHL
164
Investment House LLC
California
$321K – – –
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$312K +$81.4K +1,121 +35%
EP
166
Elkfork Partners
Oregon
$307K – – –
UBS Group
167
UBS Group
Switzerland
$304K -$507 -7 -0.2%
FCBT
168
First Citizens Bank & Trust
North Carolina
$303K +$303K +4,181 New
O
169
OppenheimerFunds
New York
$294K -$82.3K -1,138 -22%
Verition Fund Management
170
Verition Fund Management
Connecticut
$292K +$292K +4,031 New
DT
171
Diversified Trust
Tennessee
$290K +$61.6K +850 +27%
HighTower Advisors
172
HighTower Advisors
Illinois
$288K +$71.2K +981 +33%
BCM
173
BlueCrest Capital Management
Jersey
$266K +$266K +3,669 New
KA
174
Kaizen Advisory
Illinois
$265K +$265K +3,664 New
P
175
Pitcairn
Pennsylvania
$263K +$263K +3,624 New
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7
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