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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 %
PA
176
Parallel Advisors
California
$71K +$1.04K +15 +1%
FMTCOCP
177
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69.3K +$69.3K +926 New
Credit Agricole
178
Credit Agricole
France
$67K -$568K -7,599 -89%
AG
179
Advisor Group
Arizona
$63K +$4.3K +57 +7%
GT
180
Glenmede Trust
Pennsylvania
$55K – – –
NSIM
181
North Star Investment Management
Illinois
$50K – – –
FHA
182
First Horizon Advisors
Tennessee
$35K – – –
HMS
183
Hanseatic Management Services
New Mexico
$30K +$2.16K +29 +8%
VCM
184
Versant Capital Management
Arizona
$29K -$34K -461 -54%
PAM
185
Panagora Asset Management
Massachusetts
$22K – – –
SWA
186
Sutton Wealth Advisors
Florida
$21K -$3.07K -41 -13%
Citigroup
187
Citigroup
New York
$18K -$29.6K -395 -62%
FIB
188
First Interstate Bank
Montana
$18K – – –
IR
189
Invictus RG
Bermuda
$12K -$94.8K -1,303 -89%
CHP
190
Cable Hill Partners
Oregon
$12K -$77 -1 -0.6%
AIM
191
Advantage Investment Management
Iowa
$12K +$596 +8 +5%
TWA
192
TCI Wealth Advisors
Arizona
$11K – – –
AIL
193
AGF Investments LLC
Ontario, Canada
$10K -$9.24K -122 -48%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +128 New
PCM
195
Penserra Capital Management
California
$10K +$10K +136 New
WT
196
Whittier Trust
California
$8K – – –
VWA
197
V Wealth Advisors
Kansas
$8K +$8K +109 New
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$7K +$7K +87 New
IA
199
IFP Advisors
Florida
$6K – – –
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$6K +$1.7K +23 +40%
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