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UMB Financial
UMBF

Overview Fund Activity

169 hedge funds and large institutions have $1.82B invested in UMB Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
16
Increased
72
Reduced
48
Closed
18
Calls
$279K
Puts
$422K
Net Calls
-$143K
Net Calls Change
+$158K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$35.3M
2
RIM
2
RS Investment Management
California
$37.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M
4
State Street
4
State Street
Massachusetts
$123M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.8M
2
FHC
2
Forest Hill Capital
Arkansas
$28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$14.6M 255,681 +21,529 +9%
Principal Financial Group
27
Principal Financial Group
Iowa
$14.5M 254,651 +13,228 +5%
PIM
28
Perkins Investment Management
Illinois
$13.3M 233,778 +71,748 +44%
CIP
29
Chartwell Investment Partners
Pennsylvania
$13.3M 233,431 +1,273 +0.5%
Ameriprise
30
Ameriprise
Minnesota
$11M 192,238 +16,658 +9%
Renaissance Technologies
31
Renaissance Technologies
New York
$9.67M 169,600 -40,900 -19%
TCIM
32
TIAA CREF Investment Management
New York
$9.39M 164,594 +2,858 +2%
BIM
33
BlackRock Investment Management
Delaware
$9.23M 161,918 +21,985 +16%
TAM
34
Third Avenue Management
New York
$9.12M 159,873 – –
TCM
35
Tributary Capital Management
Nebraska
$8.57M 150,233 +14,748 +11%
Charles Schwab
36
Charles Schwab
California
$7.89M 138,399 +8,907 +7%
OC
37
Oppenheimer & Co
New York
$6.91M 121,220 – –
Deutsche Bank
38
Deutsche Bank
Germany
$6.82M 119,672 -21,676 -15%
FCI
39
Financial Counselors Inc
Kansas
$5.53M 96,953 -200 -0.2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$5.32M 93,363 +16,903 +22%
AP
41
AHL Partners
United Kingdom
$5.31M 93,028 +93,028 New
Prudential Financial
42
Prudential Financial
New Jersey
$5.28M 92,670 +6,800 +8%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$4.86M 85,168 +119 +0.1%
Invesco
44
Invesco
Georgia
$4.8M 84,091 -719,582 -90%
Comerica Bank
45
Comerica Bank
Texas
$4.7M 82,434 +44,756 +119%
MAA
46
Managed Account Advisors
New Jersey
$4.69M 82,251 +1,771 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$4.21M 73,739 +300 +0.4%
GACM
48
Global Alpha Capital Management
Quebec, Canada
$4.13M 72,500 +72,500 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$4.1M 71,904 +2,979 +4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.9M 68,423 -1,035 -1%
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