UMB Financial
UMBF
157 hedge funds and large institutions have $2.33B invested in UMB Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 16 closing their positions.
21% more capital invested
Capital invested by funds: $1.92B → $2.33B (+$407M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less funds holding
Funds holding: 167 → 157 (-10)
15% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 60
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$41.1M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$21.5M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$13.2M |
| 4 |
Bank of New York Mellon
New York
|
+$11M |
| 5 |
TAM
Third Avenue Management
New York
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$15.7M |
| 2 |
Millennium Management
New York
|
-$8.69M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$5.43M |
| 4 |
Goldman Sachs
New York
|
-$5.26M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.22M |
UMBF Hedge Fund Activity: Q1 2014 in Review
157 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2014, worth a combined $2.33B — up 21% from $1.92B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of UMBF and 9 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 51 added.
The largest buyer was State Street, adding an estimated $41.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $15.7M sold.
- 157 institutional investors held UMB Financial (UMBF) as of Q1 2014, down from 167 in Q4 2013.
- Funds reported $2.33B of UMB Financial stock for Q1 2014, up 21% quarter-over-quarter.
- 9 funds opened new UMB Financial positions in Q1 2014 and 16 closed out, a net change of -7 holders.
- The largest UMB Financial buyer in Q1 2014 was State Street, an estimated $41.1M added.
- The largest UMB Financial seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2014.