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UMB Financial
UMBF

170 hedge funds and large institutions have $1.8B invested in UMB Financial in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

2% more funds holding

Funds holding: 167 → 170 (+3)

9% less capital invested

Capital invested by funds: $1.98B → $1.8B (-$178M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
19
Increased
65
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.4M
2
Millennium Management
Millennium Management
New York
+$9.89M
3
Ameriprise
Ameriprise
Minnesota
+$9.82M
4
BFA
BlackRock Fund Advisors
California
+$9.24M
5
American Century Companies
American Century Companies
Missouri
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$52.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17M
3
FHC
Forest Hill Capital
Arkansas
-$12.3M
4
BTW
Boston Trust Walden
Massachusetts
-$5.54M
5
UB
UMB Bank
Missouri
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$13.1M +$609K +12,072 +4%
Norges Bank
27
Norges Bank
Norway
$12.7M +$1.57M +31,179 +13%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.7M +$149K +2,959 +1%
CB
29
Commerce Bank
Missouri
$12.6M – – –
RFC
30
Russell Frank Company
Washington
$12M +$6.2M +122,853 +95%
CIP
31
Chartwell Investment Partners
Pennsylvania
$10M -$301K -5,960 -3%
Millennium Management
32
Millennium Management
New York
$9.51M +$9.89M +195,896 +2,319%
Bank of America
33
Bank of America
North Carolina
$8.09M -$246K -4,883 -3%
BIM
34
BlackRock Investment Management
Delaware
$7.6M +$53.3K +1,056 +0.7%
TAM
35
Third Avenue Management
New York
$7.44M – – –
Charles Schwab
36
Charles Schwab
California
$7.35M +$445K +8,811 +6%
TCIM
37
TIAA CREF Investment Management
New York
$6.82M -$1.09M -21,551 -13%
OC
38
Oppenheimer & Co
New York
$5.52M -$35.3K -700 -0.6%
TCM
39
Tributary Capital Management
Nebraska
$5.47M -$1.7M -33,693 -22%
GACM
40
Global Alpha Capital Management
Quebec, Canada
$5.3M +$505K +10,000 +10%
Invesco
41
Invesco
Georgia
$5.23M +$342K +6,767 +6%
Deutsche Bank
42
Deutsche Bank
Germany
$4.9M -$1.18M -23,280 -18%
Prudential Financial
43
Prudential Financial
New Jersey
$4.55M +$70.7K +1,400 +1%
FCI
44
Financial Counselors Inc
Kansas
$4.54M +$25.2K +500 +0.5%
Comerica Bank
45
Comerica Bank
Texas
$4.04M +$2.34M +46,315 +98%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.02M – – –
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.94M +$60.6K +1,200 +1%
Renaissance Technologies
48
Renaissance Technologies
New York
$3.42M -$2.02M -40,100 -35%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.41M +$141K +2,795 +4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.4M +$58.5K +1,159 +2%
1
2
3 4 5

UMBF Hedge Fund Activity: Q4 2015 in Review

170 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2015, worth a combined $1.8B — down 9% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMBF positions and 15 closed out — a net gain of 4 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $19.4M. The largest seller was State Street, cutting an estimated $52.7M.

  • 170 institutional investors held UMB Financial (UMBF) as of Q4 2015, up from 167 in Q3 2015.
  • Funds reported $1.8B of UMB Financial stock for Q4 2015, down 9% quarter-over-quarter.
  • 19 funds opened new UMB Financial positions in Q4 2015 and 15 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $19.4M added.
  • The largest UMB Financial seller in Q4 2015 was State Street, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2015.