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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 %
KF
201
Krilogy Financial
Missouri
$4K – – –
AFNAS
202
American Financial Network Advisory Services
California
$4K – – –
BGIM
203
Brandywine Global Investment Management
Pennsylvania
$3K +$3K +41 New
SPIA
204
Steward Partners Investment Advisory
New York
$2K +$2K +28 New
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$1.3K +$1.3K +18 New
QCG
206
Quadrant Capital Group
Ohio
$1K – – –
PCG
207
Private Capital Group
Connecticut
$16 +$16 +218 New
SI
208
Sapience Investments
California
– -$8.79M -118,019 Closed
NFA
209
Nationwide Fund Advisors
Ohio
– -$8.66M -116,268 Closed
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
– -$5.51M -73,971 Closed
MCM
211
Matarin Capital Management
New York
– -$4.96M -66,604 Closed
CM
212
Crestline Management
Texas
– -$2.53M -34,000 Closed
IAS
213
IMA Advisory Services
Colorado
– -$948K -12,728 Closed
Squarepoint
214
Squarepoint
New York
– -$394K -5,294 Closed
PG
215
PEAK6 Group
Illinois
– -$344K -4,613 Closed
M&T Bank
216
M&T Bank
New York
– -$222K -2,971 Closed
WAM
217
World Asset Management
Michigan
– -$211K -2,835 Closed
QT
218
Quantbot Technologies
New York
– -$210K -2,830 Closed
FPS
219
Fieldpoint Private Securities
Connecticut
– -$55K -744 Closed
IUHSA
220
Itau Unibanco Holding S.A.
Brazil
– -$62K -265 Closed
CG
221
Cutler Group
California
– -$11K -151 Closed
WT
222
Whittier Trust
California
– -$5K -61 Closed
OAM
223
Oppenheimer Asset Management
New York
– -$4K -47 Closed
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