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UMB Financial
UMBF

Overview Fund Activity

166 hedge funds and large institutions have $1.92B invested in UMB Financial in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
69
Reduced
52
Closed
21
Calls
$399K
Puts
$206K
Net Calls
+$193K
Net Calls Change
-$243K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$146M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$46.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$176M
4
WRF
4
Waddell & Reed Financial
Kansas
$85.9M
5
State Street
5
State Street
Massachusetts
$86.8M

Top Sellers

1
HHC
1
Hutchin Hill Capital
New York
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$12.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$28.1M
4
PP
4
PDT Partners
New York
$1.82M
5
TA
5
Teachers Advisors
New York
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRZID
26
DePrince Race & Zollo Inc (DRZ)
Florida
$15.7M -$3.41M -53,039 -18%
KCM
27
Kennedy Capital Management
Missouri
$15.5M +$50.7K +789 +0.3%
Principal Financial Group
28
Principal Financial Group
Iowa
$14.7M +$1.14M +17,755 +8%
CIP
29
Chartwell Investment Partners
Pennsylvania
$14.3M -$483K -7,515 -3%
TCIM
30
TIAA CREF Investment Management
New York
$13M +$1.95M +30,365 +18%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$12.9M +$2.49M +38,792 +24%
NPIC
32
Neumeier Poma Investment Counsel
California
$12.5M -$4.85M -75,450 -28%
Charles Schwab
33
Charles Schwab
California
$9.58M +$417K +6,494 +5%
Ameriprise
34
Ameriprise
Minnesota
$9.53M +$453K +7,055 +5%
BIM
35
BlackRock Investment Management
Delaware
$9.02M -$75.4K -1,173 -0.8%
RFC
36
Russell Frank Company
Washington
$8.81M -$1.78M -30,027 -17%
Millennium Management
37
Millennium Management
New York
$8.69M -$1.49M -23,178 -15%
OC
38
Oppenheimer & Co
New York
$8.06M +$22.1K +343 +0.3%
MAA
39
Managed Account Advisors
New Jersey
$8.06M +$1.03M +16,067 +15%
FCI
40
Financial Counselors Inc
Kansas
$7.55M – – –
FNBOO
41
First National Bank of Omaha
Nebraska
$6.65M -$8.04K -125 -0.1%
SBH
42
Segall Bryant & Hamill
Illinois
$6.28M -$512K -7,973 -8%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.87M +$148K +2,300 +3%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$5.58M -$334K -5,200 -6%
Prudential Financial
45
Prudential Financial
New Jersey
$5.5M +$80.4K +1,250 +1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$5.1M +$206K +3,200 +4%
Morgan Stanley
47
Morgan Stanley
New York
$4.54M +$3.97M +61,790 +698%
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.42M +$29.2K +455 +0.7%
NFA
49
Nationwide Fund Advisors
Ohio
$4.29M -$136K -2,110 -3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.24M -$306K -4,736 -7%
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