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UMB Financial
UMBF

Overview Fund Activity

220 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
33
Increased
89
Reduced
71
Closed
29
Calls
–
Puts
$173K
Net Calls
-$173K
Net Calls Change
-$1.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$351M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$37.6M
3
State Street
State Street
Massachusetts
+$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
-$50.2M
2
American Century Companies
American Century Companies
Missouri
-$27.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.79M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
201
Atwood & Palmer
Missouri
$26K – – –
SWA
202
Sutton Wealth Advisors
Florida
$24.2K – – –
PAM
203
Panagora Asset Management
Massachusetts
$23K – – –
AIL
204
AGF Investments LLC
Ontario, Canada
$19K – – –
FIB
205
First Interstate Bank
Montana
$18K -$4.88K -64 -21%
TWA
206
TCI Wealth Advisors
Arizona
$12K – – –
CHP
207
Cable Hill Partners
Oregon
$12K +$4.39K +57 +58%
AIM
208
Advantage Investment Management
Iowa
$12K +$12K +153 New
WT
209
Whittier Trust
California
$8K +$8K +101 New
IA
210
IFP Advisors
Florida
$6K – – –
WCBA
211
Weaver C. Barksdale & Associates
Tennessee
$5K +$2.06K +28 +70%
BBHC
212
Brown Brothers Harriman & Co
New York
$4K – – –
KF
213
Krilogy Financial
Missouri
$4K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$4K +$1.72K +25 +76%
OAM
215
Oppenheimer Asset Management
New York
$4K +$4K +47 New
FANJ
216
Financial Architects (New Jersey)
New Jersey
$2K +$2K +27 New
MAM
217
Meeder Asset Management
Ohio
$2K +$2K +32 New
QCG
218
Quadrant Capital Group
Ohio
$1K – – –
Walleye Trading
219
Walleye Trading
New York
$1 +$1 +16 New
VFA
220
Virtus Fund Advisers
Connecticut
– -$50.2M -647,865 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
– -$3.71M -48,052 Closed
SB
222
Suntrust Banks
Georgia
– -$2.93M -38,000 Closed
Marshall Wace
223
Marshall Wace
United Kingdom
– -$2.51M -32,500 Closed
RFCA
224
R&F Capital Advisors
New York
– -$2.41M -31,262 Closed
Voloridge Investment Management
225
Voloridge Investment Management
Florida
– -$1.49M -19,283 Closed
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