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UMB Financial
UMBF

Overview Fund Activity

172 hedge funds and large institutions have $2.13B invested in UMB Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
52
Reduced
61
Closed
18
Calls
–
Puts
$57K
Net Calls
-$57K
Net Calls Change
-$646K

Top Buyers

1
UB
1
UMB Bank
Missouri
$375M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
BFA
3
BlackRock Fund Advisors
California
$126M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$10.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$92.8M
2
TAM
2
Third Avenue Management
New York
$8.83M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$704K
5
RFC
5
Russell Frank Company
Washington
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.88M 68,218 +3,100 +5%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$3.82M 73,439 +2,500 +4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.73M 65,641 -1,700 -3%
Renaissance Technologies
54
Renaissance Technologies
New York
$3.73M 65,500 +25,400 +63%
NPIC
55
Neumeier Poma Investment Counsel
California
$3.7M 64,990 -2,025 -3%
NFA
56
Nationwide Fund Advisors
Ohio
$3.65M 64,119 -1,980 -3%
TA
57
Teachers Advisors
New York
$3.13M 55,002 – –
SB
58
Suntrust Banks
Georgia
$2.68M 47,100 -11,650 -20%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.46M 43,300 +1,000 +2%
BCM
60
Bridgeway Capital Management
Texas
$2.27M 39,900 – –
First Trust Advisors
61
First Trust Advisors
Illinois
$2.26M 39,687 +6,795 +21%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.18M 38,384 +4,164 +12%
MOACM
63
Mutual of America Capital Management
New York
$2.14M 37,596 -4,054 -10%
MPM
64
Meritage Portfolio Management
Kansas
$2.09M 36,686 – –
GC
65
Guggenheim Capital
Illinois
$2.01M 35,338 +1,173 +3%
TPSF
66
Texas Permanent School Fund
Texas
$1.93M 33,993 -253 -0.7%
BG
67
BlackRock Group
United Kingdom
$1.92M 33,818 +877 +3%
LRPA
68
L. Roy Papp & Associates
Arizona
$1.73M 30,378 +1,333 +5%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.68M 29,500 -2,900 -9%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.63M 28,614 -150 -0.5%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M 28,389 – –
AIG
72
American International Group
New York
$1.6M 28,124 -846 -3%
ASRS
73
Arizona State Retirement System
Arizona
$1.5M 26,385 +100 +0.4%
Bank of America
74
Bank of America
North Carolina
$1.45M 25,522 +8,286 +48%
PPA
75
Parametric Portfolio Associates
Washington
$1.38M 24,261 -5,353 -18%
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