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UMB Financial
UMBF

Overview Fund Activity

172 hedge funds and large institutions have $2.13B invested in UMB Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
52
Reduced
61
Closed
18
Calls
–
Puts
$57K
Net Calls
-$57K
Net Calls Change
-$646K

Top Buyers

1
UB
1
UMB Bank
Missouri
$375M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
BFA
3
BlackRock Fund Advisors
California
$126M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$10.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$92.8M
2
TAM
2
Third Avenue Management
New York
$8.83M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$704K
5
RFC
5
Russell Frank Company
Washington
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$17.1M 300,860 +43,470 +17%
CB
27
Commerce Bank
Missouri
$15.5M 271,792 – –
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$14.8M 259,900 -184,900 -42%
Principal Financial Group
29
Principal Financial Group
Iowa
$13.4M 235,041 +575 +0.2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$13.2M 231,768 +12,529 +6%
CIP
31
Chartwell Investment Partners
Pennsylvania
$13M 229,216 -1,775 -0.8%
Marshall Wace
32
Marshall Wace
United Kingdom
$10.1M 178,324 +73,611 +70%
Ameriprise
33
Ameriprise
Minnesota
$9.48M 166,621 +1,853 +1%
TCIM
34
TIAA CREF Investment Management
New York
$9.39M 164,961 -7,797 -5%
TAM
35
Third Avenue Management
New York
$8.83M 155,202 -330,493 -68%
BIM
36
BlackRock Investment Management
Delaware
$7.87M 138,251 -1,389 -1%
KCM
37
Kennedy Capital Management
Missouri
$7.72M 135,636 -42,020 -24%
OC
38
Oppenheimer & Co
New York
$6.94M 122,020 -1,000 -0.8%
Charles Schwab
39
Charles Schwab
California
$6.76M 118,828 +3,955 +3%
Deutsche Bank
40
Deutsche Bank
Germany
$6.36M 111,869 +32,238 +40%
FCI
41
Financial Counselors Inc
Kansas
$6.27M 110,153 -2,936 -3%
FNBOO
42
First National Bank of Omaha
Nebraska
$5.86M 103,018 +57 +0.1%
MAA
43
Managed Account Advisors
New Jersey
$5.5M 96,600 -15,986 -14%
TCM
44
Tributary Capital Management
Nebraska
$5.3M 93,106 +24,225 +35%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$4.84M 85,049 – –
Prudential Financial
46
Prudential Financial
New Jersey
$4.8M 84,440 +220 +0.3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$4.33M 76,160 – –
Comerica Bank
48
Comerica Bank
Texas
$4.17M 73,250 +36,092 +97%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.03M 70,803 – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$4M 70,325 +698 +1%
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