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UMB Financial
UMBF

Overview Fund Activity

164 hedge funds and large institutions have $1.56B invested in UMB Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
81
Reduced
38
Closed
7
Calls
$1.47M
Puts
$1.03M
Net Calls
+$436K
Net Calls Change
+$170K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$85.8M
2
Invesco
2
Invesco
Georgia
$44M
3
BFA
3
BlackRock Fund Advisors
California
$110M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$140M
5
TAM
5
Third Avenue Management
New York
$20.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.9M
3
TA
3
Teachers Advisors
New York
$6.38M
4
CIP
4
Champlain Investment Partners
Vermont
$90.8M
5
RFC
5
Russell Frank Company
Washington
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$3.74M +$1.85M +33,967 +97%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.71M -$260K -4,777 -7%
TCM
53
Tributary Capital Management
Nebraska
$3.56M -$924 -17 -0%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$3.55M -$829K -15,250 -19%
SCA
55
Stieven Capital Advisors
Missouri
$3.53M +$3.53M +65,000 New
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$3.42M +$347K +6,384 +11%
CB
57
Commerce Bank
Missouri
$3.26M -$8.15K -150 -0.2%
MOACM
58
Mutual of America Capital Management
New York
$3.06M -$77.9K -1,434 -2%
CA
59
Commerzbank Aktiengesellschaft
Germany
$2.86M +$2.86M +52,661 New
Deutsche Bank
60
Deutsche Bank
Germany
$2.82M +$890K +16,390 +46%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.61M -$1.05M -19,300 -29%
CS
62
Credit Suisse
Switzerland
$2.41M +$1.92M +35,260 +385%
Comerica Bank
63
Comerica Bank
Texas
$2.22M +$2.22M +40,822 New
BG
64
BlackRock Group
United Kingdom
$2.21M +$547K +10,057 +33%
TPSF
65
Texas Permanent School Fund
Texas
$2.13M +$150K +2,768 +8%
MPM
66
Meritage Portfolio Management
Kansas
$2.02M +$15K +276 +0.7%
Bank of America
67
Bank of America
North Carolina
$1.99M +$396K +7,288 +25%
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.94M +$179K +3,300 +10%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.88M +$1.88M +34,500 New
PI
70
Putnam Investments
Massachusetts
$1.81M -$1.77M -32,608 -50%
ASRS
71
Arizona State Retirement System
Arizona
$1.8M +$206K +3,800 +13%
ProShare Advisors
72
ProShare Advisors
Maryland
$1.71M +$161K +2,961 +10%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.58M -$230K -4,224 -13%
GC
74
Guggenheim Capital
Illinois
$1.57M +$222K +4,080 +16%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$1.54M +$171K +3,154 +13%
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