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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 %
DBT
176
Dubuque Bank & Trust
Iowa
$259K +$11.7K +162 +5%
TI
177
Trexquant Investment
Connecticut
$255K -$86.6K -1,195 -25%
RCM
178
Riverhead Capital Management
Delaware
$246K – – –
DTL
179
Dynamic Technology Lab
Singapore
$243K -$532K -7,367 -69%
SCM
180
Shelton Capital Management
Colorado
$239K – – –
ZCA
181
Zeke Capital Advisors
Pennsylvania
$228K +$24.7K +341 +12%
TAM
182
Tyers Asset Management
Texas
$224K – – –
ECM
183
Evergreen Capital Management
Washington
$218K +$218K +3,005 New
N
184
Natixis
France
$215K -$15.9K -220 -7%
BF
185
BOK Financial
Oklahoma
$212K +$506 +7 +0.2%
AG
186
Advisor Group
Arizona
$207K -$2.1K -29 -1%
LCM
187
Laurion Capital Management
New York
$203K +$203K +2,800 New
LIA
188
LS Investment Advisors
Michigan
$182K -$25.9K -358 -12%
SSB
189
Sandy Spring Bank
Maryland
$180K – – –
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$175K – – –
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$154K +$21K +293 +16%
TRCT
192
Tower Research Capital (TRC)
New York
$123K +$28.5K +392 +30%
AIM
193
Assured Investment Management
New York
$111K +$111K +1,527 New
APP
194
Avantax Planning Partners
Iowa
$92K +$92K +1,273 New
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
$87K +$58K +800 +200%
PA
196
Parallel Advisors
California
$74K – – –
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$28.5K -392 -29%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$68K -$926 -13 -1%
SWP
199
Stratos Wealth Partners
Ohio
$60K – – –
NIT
200
NumerixS Investment Technologies
British Columbia, Canada
$58K +$58K +800 New
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8
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