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UMB Financial
UMBF

Overview Fund Activity

195 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-14
Holders Change %
-6.7%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
79
Reduced
66
Closed
23
Calls
–
Puts
$536K
Net Calls
-$536K
Net Calls Change
+$789K

Top Buyers

1
NI
Nuance Investments
Missouri
+$37.9M
2
Wells Fargo
Wells Fargo
California
+$8.86M
3
BlackRock
BlackRock
New York
+$5.64M
4
CIP
Champlain Investment Partners
Vermont
+$5.21M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$4.26M

Top Sellers

1
CC
Carlson Capital
Texas
-$14M
2
CEP
Chicago Equity Partners
Illinois
-$6.86M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
176
Fuller & Thaler Asset Management
California
$30K +$30K +400 New
PAM
177
Panagora Asset Management
Massachusetts
$22K – – –
FIB
178
First Interstate Bank
Montana
$18K – – –
CG
179
Cutler Group
California
$11K -$80.1K -1,100 -88%
Citigroup
180
Citigroup
New York
$11K -$7.46K -97 -40%
CHP
181
Cable Hill Partners
Oregon
$11K -$291 -4 -3%
TWA
182
TCI Wealth Advisors
Arizona
$11K – – –
AIL
183
AGF Investments LLC
Ontario, Canada
$10K – – –
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
IA
185
IFP Advisors
Florida
$10K +$4.26K +55 +74%
VCM
186
Versant Capital Management
Arizona
$6K -$20.8K -305 -78%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$6K – – –
WAM
188
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
WCBA
189
Weaver C. Barksdale & Associates
Tennessee
$6K +$456 +6 +8%
WT
190
Whittier Trust
California
$5K -$3.28K -40 -40%
OAM
191
Oppenheimer Asset Management
New York
$4K – – –
KF
192
Krilogy Financial
Missouri
$4K – – –
AFNAS
193
American Financial Network Advisory Services
California
$4K +$4K +57 New
QCG
194
Quadrant Capital Group
Ohio
$1K – – –
CC
195
Carlson Capital
Texas
– -$14M -186,930 Closed
CEP
196
Chicago Equity Partners
Illinois
– -$6.86M -91,565 Closed
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
– -$4.49M -60,000 Closed
PIA
198
Piedmont Investment Advisors
North Carolina
– -$2.14M -28,614 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$1.17M -15,560 Closed
Rafferty Asset Management
200
Rafferty Asset Management
New York
– -$876K -11,701 Closed
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