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 %
LIA
176
LS Investment Advisors
Michigan
$230K +$108K +1,406 +89%
MC
177
Miles Capital
Iowa
$227K +$227K +2,943 New
DT
178
Diversified Trust
Tennessee
$224K -$53.7K -696 -19%
GCP
179
GSA Capital Partners
United Kingdom
$217K +$217K +2,818 New
GS
180
GAM Systematic
United Kingdom
$213K +$34.8K +452 +20%
GHCM
181
Glen Harbor Capital Management
California
$212K +$212K +2,754 New
QT
182
Quantbot Technologies
New York
$211K +$166K +2,150 +364%
Verition Fund Management
183
Verition Fund Management
Connecticut
$209K +$209K +2,715 New
WAM
184
World Asset Management
Michigan
$205K +$205K +2,661 New
KCM
185
Kornitzer Capital Management
Kansas
$203K +$203K +2,630 New
ARTA
186
A.R.T. Advisors
New York
$200K +$200K +2,600 New
SSB
187
Sandy Spring Bank
Maryland
$192K – – –
MCIM
188
Meadow Creek Investment Management
Georgia
$175K +$175K +2,268 New
EP
189
Elkfork Partners
Oregon
$137K +$137K +1,782 New
TRCT
190
Tower Research Capital (TRC)
New York
$126K +$126K +1,634 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$120K -$20.4K -265 -15%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$114K – – –
RCM
193
Riverhead Capital Management
Delaware
$108K – – –
PG
194
PEAK6 Group
Illinois
$102K +$102K +1,326 New
TAM
195
Tyers Asset Management
Texas
$100K +$100K +1,296 New
VCM
196
Versant Capital Management
Arizona
$93K +$11.1K +144 +14%
AAM
197
Advisors Asset Management
Colorado
$77K +$77K +1,000 New
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$76K +$12.7K +183 +20%
PA
199
Parallel Advisors
California
$70K +$70K +906 New
AG
200
Advisor Group
Arizona
$63K +$11.6K +151 +22%
6 7
8
9 10