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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 %
TRCT
176
Tower Research Capital (TRC)
New York
$94K -$218K -3,018 -70%
PA
177
Parallel Advisors
California
$74K – – –
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$69K +$8.06K +113 +13%
DCM
179
Delpha Capital Management
New York
$62K +$62K +860 New
SWP
180
Stratos Wealth Partners
Ohio
$60K +$60K +833 New
CTA
181
Carillon Tower Advisers
Florida
$49.7K +$49.7K +690,838 New
NSIM
182
North Star Investment Management
Illinois
$48K – – –
FHA
183
First Horizon Advisors
Tennessee
$31K -$6.42K -88 -17%
Fuller & Thaler Asset Management
184
Fuller & Thaler Asset Management
California
$29K – – –
GT
185
Glenmede Trust
Pennsylvania
$28K -$22.8K -332 -45%
Citigroup
186
Citigroup
New York
$28K +$17.7K +244 +171%
PAM
187
Panagora Asset Management
Massachusetts
$22K – – –
FIB
188
First Interstate Bank
Montana
$17K – – –
MIFH
189
Migdal Insurance & Financial Holdings
Israel
$16K -$174K -2,346 -92%
IA
190
IFP Advisors
Florida
$12K +$3K +43 +33%
TWA
191
TCI Wealth Advisors
Arizona
$11K – – –
CHP
192
Cable Hill Partners
Oregon
$11K – – –
AIL
193
AGF Investments LLC
Ontario, Canada
$9K -$1.07K -14 -11%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$7K +$380 +5 +6%
VCM
196
Versant Capital Management
Arizona
$6K – – –
STA
197
Summit Trail Advisors
New York
$6K +$6K +77 New
WCBA
198
Weaver C. Barksdale & Associates
Tennessee
$5K -$725 -10 -13%
PHK
199
Point72 Hong Kong
Hong Kong
$5K +$5K +74 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$4K -$1.59K -23 -28%
5 6 7
8
9