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UMB Financial
UMBF

Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in UMB Financial in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
81
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$329M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14M
3
RIM
3
RS Investment Management
California
$46.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.6M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$26M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
FHC
3
Forest Hill Capital
Arkansas
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.9M
5
AP
5
AHL Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$13.7M +$734K +14,455 +6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$13.7M +$672K +13,220 +5%
Norges Bank
28
Norges Bank
Norway
$12.3M -$2.7M -53,130 -18%
FHC
29
Forest Hill Capital
Arkansas
$12.3M -$12.6M -248,710 -51%
CIP
30
Chartwell Investment Partners
Pennsylvania
$11.3M -$591K -11,625 -5%
Ameriprise
31
Ameriprise
Minnesota
$9.96M +$191K +3,758 +2%
Bank of America
32
Bank of America
North Carolina
$9.07M +$6.4M +125,867 +239%
TCIM
33
TIAA CREF Investment Management
New York
$8.54M +$180K +3,546 +2%
BIM
34
BlackRock Investment Management
Delaware
$8.24M +$11.7K +231 +0.1%
TAM
35
Third Avenue Management
New York
$8.12M – – –
TCM
36
Tributary Capital Management
Nebraska
$7.68M +$44.8K +882 +0.6%
Charles Schwab
37
Charles Schwab
California
$7.58M +$544K +10,710 +8%
RFC
38
Russell Frank Company
Washington
$6.56M +$4.3M +84,537 +189%
Deutsche Bank
39
Deutsche Bank
Germany
$6.53M +$456K +8,970 +7%
OC
40
Oppenheimer & Co
New York
$6.06M -$102K -2,000 -2%
Renaissance Technologies
41
Renaissance Technologies
New York
$5.77M -$2.85M -56,000 -33%
Invesco
42
Invesco
Georgia
$5.36M +$1.09M +21,478 +26%
GACM
43
Global Alpha Capital Management
Quebec, Canada
$5.28M +$1.6M +31,400 +43%
FCI
44
Financial Counselors Inc
Kansas
$4.93M – – –
Prudential Financial
45
Prudential Financial
New Jersey
$4.89M +$183K +3,600 +4%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.38M +$55.9K +1,101 +1%
Morgan Stanley
47
Morgan Stanley
New York
$4.25M +$1.19M +23,468 +39%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.24M +$493K +9,700 +13%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$4.07M +$4.07M +80,000 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.65M -$5.08K -100 -0.1%
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