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UMB Financial
UMBF

Overview Fund Activity

171 hedge funds and large institutions have $1.64B invested in UMB Financial in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
15
Increased
77
Reduced
39
Closed
13
Calls
–
Puts
$301K
Net Calls
-$301K
Net Calls Change
-$244K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51M
2
Wells Fargo
Wells Fargo
California
+$11.6M
3
CIP
Champlain Investment Partners
Vermont
+$9.79M
4
PIM
Perkins Investment Management
Illinois
+$8.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.67M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.9M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$23.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.8M
4
State Street
State Street
Massachusetts
-$5.3M
5
NPIC
Neumeier Poma Investment Counsel
California
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$12.8M +$338K +6,382 +3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$12.4M +$126K +2,384 +1%
CIP
28
Chartwell Investment Partners
Pennsylvania
$12.3M +$156K +2,942 +1%
Renaissance Technologies
29
Renaissance Technologies
New York
$11.1M +$7.67M +145,000 +221%
Ameriprise
30
Ameriprise
Minnesota
$9.29M +$474K +8,959 +5%
PIM
31
Perkins Investment Management
Illinois
$8.57M +$8.57M +162,030 New
TCIM
32
TIAA CREF Investment Management
New York
$8.55M -$171K -3,225 -2%
TAM
33
Third Avenue Management
New York
$8.46M +$247K +4,671 +3%
Marshall Wace
34
Marshall Wace
United Kingdom
$8.28M -$1.15M -21,776 -12%
Deutsche Bank
35
Deutsche Bank
Germany
$7.47M +$1.56M +29,479 +26%
BIM
36
BlackRock Investment Management
Delaware
$7.4M +$89K +1,682 +1%
TCM
37
Tributary Capital Management
Nebraska
$7.17M +$2.24M +42,379 +46%
Charles Schwab
38
Charles Schwab
California
$6.85M +$564K +10,664 +9%
OC
39
Oppenheimer & Co
New York
$6.41M -$42.3K -800 -0.7%
KCM
40
Kennedy Capital Management
Missouri
$6.38M -$799K -15,111 -11%
FCI
41
Financial Counselors Inc
Kansas
$5.14M -$688K -13,000 -12%
Prudential Financial
42
Prudential Financial
New Jersey
$4.54M +$75.6K +1,430 +2%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$4.5M – – –
MAA
44
Managed Account Advisors
New Jersey
$4.26M -$853K -16,120 -17%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$4.04M +$15.9K +300 +0.4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.82M – – –
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.79M +$45.1K +852 +1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.67M +$65.6K +1,240 +2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.65M -$74K -1,400 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.47M – – –
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