UMB Financial
UMBF
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.
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $1.68B → $2.13B (+$445M)
3% more funds holding
Funds holding: 167 → 172 (+5)
15% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 61
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $57K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.2M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.66M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$6.14M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$21.4M |
| 2 |
TAM
Third Avenue Management
New York
|
-$18.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.01M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.76M |
UMBF Hedge Fund Activity: Q4 2014 in Review
172 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2014, worth a combined $2.13B — up 26% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UMBF positions and 18 closed out — a net gain of 7 holders — while 52 added to existing stakes and 61 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $34.2M. The largest seller was Bank of New York Mellon, cutting an estimated $21.4M.
- 172 institutional investors held UMB Financial (UMBF) as of Q4 2014, up from 167 in Q3 2014.
- Funds reported $2.13B of UMB Financial stock for Q4 2014, up 26% quarter-over-quarter.
- 25 funds opened new UMB Financial positions in Q4 2014 and 18 closed out, a net change of +7 holders.
- The largest UMB Financial buyer in Q4 2014 was Fidelity Investments, an estimated $34.2M added.
- The largest UMB Financial seller in Q4 2014 was Bank of New York Mellon, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2014.