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UMB Financial
UMBF

Overview Fund Activity

209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-11
Holders Change %
-5%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
92
Reduced
74
Closed
31
Calls
$22K
Puts
$1.35M
Net Calls
-$1.33M
Net Calls Change
-$1.15M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
CC
Carlson Capital
Texas
+$14M
4
HAM
Hillcrest Asset Management
Texas
+$11.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.57M
4
WRF
Waddell & Reed Financial
Kansas
-$5.52M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Winfield Associates
Ohio
$6K +$6K +83 New
WCBA
202
Weaver C. Barksdale & Associates
Tennessee
$5K +$342 +5 +7%
OAM
203
Oppenheimer Asset Management
New York
$4K – – –
KF
204
Krilogy Financial
Missouri
$4K +$77 +1 +2%
IUHSA
205
Itau Unibanco Holding S.A.
Brazil
$2K +$2K +30 New
AIM
206
Acrospire Investment Management
Illinois
$1K -$63.6K -700 -98%
GAM
207
Gemmer Asset Management
California
$1K +$1K +14 New
WRF
208
Waddell & Reed Financial
Kansas
– -$5.52M -73,266 Closed
Two Sigma Investments
209
Two Sigma Investments
New York
– -$3.99M -52,994 Closed
HCM
210
Highbridge Capital Management
New York
– -$2.16M -28,677 Closed
SCM
211
Stevens Capital Management
Pennsylvania
– -$1.57M -20,904 Closed
WSC
212
Wellington Shields & Co
New York
– -$1.51M -20,000 Closed
VKH
213
Virtu KCG Holdings
New York
– -$1.32M -17,554 Closed
WCA
214
Waratah Capital Advisors
Ontario, Canada
– -$905K -12,017 Closed
Nuveen Asset Management
215
Nuveen Asset Management
Illinois
– -$852K -11,307 Closed
Capital Fund Management (CFM)
216
Capital Fund Management (CFM)
France
– -$813K -10,800 Closed
AP
217
AHL Partners
United Kingdom
– -$745K -9,898 Closed
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
– -$733K -9,732 Closed
TCM
219
Teza Capital Management
Illinois
– -$617K -8,192 Closed
CM
220
Crestline Management
Texas
– -$602K -8,000 Closed
DTL
221
Dynamic Technology Lab
Singapore
– -$506K -6,719 Closed
Squarepoint
222
Squarepoint
New York
– -$489K -6,494 Closed
NBC
223
Neuberger Berman Canada
Ontario, Canada
– -$480K -6,368 Closed
SAM
224
Silvercrest Asset Management
New York
– -$401K -5,330 Closed
PAM
225
Princeton Alpha Management
New Jersey
– -$371K -4,920 Closed
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