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UMB Financial
UMBF

Overview Fund Activity

164 hedge funds and large institutions have $1.56B invested in UMB Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
81
Reduced
38
Closed
7
Calls
$1.47M
Puts
$1.03M
Net Calls
+$436K
Net Calls Change
+$170K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$85.8M
2
Invesco
2
Invesco
Georgia
$44M
3
BFA
3
BlackRock Fund Advisors
California
$110M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$140M
5
TAM
5
Third Avenue Management
New York
$20.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.9M
3
TA
3
Teachers Advisors
New York
$6.38M
4
CIP
4
Champlain Investment Partners
Vermont
$90.8M
5
RFC
5
Russell Frank Company
Washington
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPIC
26
Neumeier Poma Investment Counsel
California
$14.7M -$1.46M -26,900 -9%
RHJA
27
Rice Hall James & Associates
California
$13.9M +$4.14M +76,197 +42%
KCM
28
Kennedy Capital Management
Missouri
$13.1M -$1.05M -19,260 -7%
CIP
29
Chartwell Investment Partners
Pennsylvania
$12.5M +$1.69M +31,075 +16%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.5M +$1.65M +30,432 +17%
RFC
31
Russell Frank Company
Washington
$9.69M -$3.32M -61,160 -26%
TCIM
32
TIAA CREF Investment Management
New York
$9.32M +$38.6K +710 +0.4%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$8.81M +$774K +14,245 +10%
Millennium Management
34
Millennium Management
New York
$8.61M +$1.92M +35,290 +29%
Charles Schwab
35
Charles Schwab
California
$7.91M +$2.6M +46,860 +49%
BIM
36
BlackRock Investment Management
Delaware
$7.69M +$678K +12,475 +10%
Ameriprise
37
Ameriprise
Minnesota
$7.67M +$1.12M +20,605 +17%
OC
38
Oppenheimer & Co
New York
$6.79M +$238K +4,385 +4%
FCI
39
Financial Counselors Inc
Kansas
$6.39M -$281K -5,163 -4%
TA
40
Teachers Advisors
New York
$6.38M -$5.68M -104,620 -47%
MAA
41
Managed Account Advisors
New Jersey
$5.94M +$903K +16,614 +18%
SBH
42
Segall Bryant & Hamill
Illinois
$5.74M -$950K -17,489 -14%
FNBOO
43
First National Bank of Omaha
Nebraska
$5.63M +$16.3K +300 +0.3%
PP
44
PDT Partners
New York
$5.47M +$2.63M +48,460 +93%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$5M -$250K -4,603 -5%
HHC
46
Hutchin Hill Capital
New York
$4.89M +$4.89M +90,000 New
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.83M +$1.49M +27,400 +45%
Prudential Financial
48
Prudential Financial
New Jersey
$4.59M +$603K +11,100 +15%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.13M – – –
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.82M +$571K +10,500 +18%
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