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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
$140M
2
Victory Capital Management
Victory Capital Management
Texas
$78.4M
3
BIT
BlackRock Institutional Trust
California
$106M
4
Morgan Stanley
Morgan Stanley
New York
$20.3M
5
Northern Trust
Northern Trust
Illinois
$94.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$110M
2
BFA
BlackRock Fund Advisors
California
$210M
3
UB
UMB Bank
Missouri
$451M
4
KAM
Keeley Asset Management
Illinois
$49.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
201
Glenmede Trust
Pennsylvania
$57K – – –
NSIM
202
North Star Investment Management
Illinois
$52K – – –
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K +$17.4K +225 +74%
FHA
204
First Horizon Advisors
Tennessee
$30K – – –
HMS
205
Hanseatic Management Services
New Mexico
$29K -$544 -7 -2%
AP
206
Atwood & Palmer
Missouri
$27K – – –
NIT
207
NumerixS Investment Technologies
British Columbia, Canada
$26K +$26K +341 New
SWA
208
Sutton Wealth Advisors
Florida
$24.8K -$46.6K -604 -65%
PAM
209
Panagora Asset Management
Massachusetts
$23K – – –
FIB
210
First Interstate Bank
Montana
$23K – – –
Nomura Asset Management
211
Nomura Asset Management
Japan
$23K +$23K +300 New
AIL
212
AGF Investments LLC
Ontario, Canada
$20K +$20K +254 New
TWA
213
TCI Wealth Advisors
Arizona
$12K – – –
CHP
214
Cable Hill Partners
Oregon
$8K – – –
IA
215
IFP Advisors
Florida
$6K – – –
TSW
216
Thompson Siegel & Walmsley
Virginia
$5K +$5K +65 New
SIC
217
Salem Investment Counselors
North Carolina
$5K +$5K +66 New
KF
218
Krilogy Financial
Missouri
$4K – – –
BBHC
219
Brown Brothers Harriman & Co
New York
$4K – – –
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$3K +$3K +33 New
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$3K +$3K +40 New
QCG
222
Quadrant Capital Group
Ohio
$2K – – –
BGIM
223
Brandywine Global Investment Management
Pennsylvania
– -$8.26M -138,875 Closed
AC
224
Alpenglow Capital
California
– -$3.57M -60,000 Closed
UR
225
USCA RIA
Texas
– -$1.88M -31,629 Closed
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