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UMB Financial
UMBF

157 hedge funds and large institutions have $2.33B invested in UMB Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.92B → $2.33B (+$407M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less funds holding

Funds holding: 167 → 157 (-10)

15% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 60

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
157
Holders Change
-10
Holders Change %
-5.99%
% of All Funds
4.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
9
Increased
51
Reduced
60
Closed
16
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$148K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$41.1M
2
UB
UMB Bank
Missouri
+$21.5M
3
CB
Commerce Bank
Missouri
+$13.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11M
5
TAM
Third Avenue Management
New York
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$15.7M
2
Millennium Management
Millennium Management
New York
-$8.69M
3
NPIC
Neumeier Poma Investment Counsel
California
-$5.43M
4
Goldman Sachs
Goldman Sachs
New York
-$5.26M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$4.26M -$59.2K -947 -1%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.2M +$18.7K +300 +0.5%
TCM
53
Tributary Capital Management
Nebraska
$4.19M -$47.4K -759 -1%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$4.11M -$138K -2,215 -3%
MOACM
55
Mutual of America Capital Management
New York
$3.95M – – –
Bank of America
56
Bank of America
North Carolina
$3.58M +$427K +6,831 +14%
TA
57
Teachers Advisors
New York
$3.41M +$98.1K +1,570 +3%
BG
58
BlackRock Group
United Kingdom
$3.08M +$31.8K +509 +1%
ProShare Advisors
59
ProShare Advisors
Maryland
$3.08M +$2.02M +32,397 +214%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.79M +$462K +7,400 +21%
BCM
61
Bridgeway Capital Management
Texas
$2.63M +$43.7K +700 +2%
GC
62
Guggenheim Capital
Illinois
$2.51M +$154K +2,460 +7%
TPSF
63
Texas Permanent School Fund
Texas
$2.45M -$95.9K -1,535 -4%
Comerica Bank
64
Comerica Bank
Texas
$2.44M -$885K -14,165 -27%
MPM
65
Meritage Portfolio Management
Kansas
$2.38M -$17.2K -276 -0.7%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$2.19M -$294K -4,700 -12%
IG
67
ING Group
Netherlands
$2.07M – – –
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.91M -$131K -2,100 -7%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.89M – – –
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$1.84M – – –
AIG
71
American International Group
New York
$1.81M +$47.6K +762 +3%
MCM
72
Matarin Capital Management
New York
$1.73M -$557K -8,925 -25%
ASRS
73
Arizona State Retirement System
Arizona
$1.71M -$206K -3,300 -11%
RBA
74
Richard Bernstein Advisors
New York
$1.56M – – –
BA
75
BlackRock Advisors
Delaware
$1.54M +$53.9K +863 +4%
1 2
3
4 5

UMBF Hedge Fund Activity: Q1 2014 in Review

157 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2014, worth a combined $2.33B — up 21% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UMBF and 9 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $41.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $15.7M sold.

  • 157 institutional investors held UMB Financial (UMBF) as of Q1 2014, down from 167 in Q4 2013.
  • Funds reported $2.33B of UMB Financial stock for Q1 2014, up 21% quarter-over-quarter.
  • 9 funds opened new UMB Financial positions in Q1 2014 and 16 closed out, a net change of -7 holders.
  • The largest UMB Financial buyer in Q1 2014 was State Street, an estimated $41.1M added.
  • The largest UMB Financial seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2014.