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UMB Financial
UMBF

Overview Fund Activity

169 hedge funds and large institutions have $1.82B invested in UMB Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
16
Increased
72
Reduced
48
Closed
18
Calls
$279K
Puts
$422K
Net Calls
-$143K
Net Calls Change
+$158K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$35.3M
2
RIM
2
RS Investment Management
California
$37.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M
4
State Street
4
State Street
Massachusetts
$123M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.8M
2
FHC
2
Forest Hill Capital
Arkansas
$28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$3.74M 65,641 – –
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.6M 63,055 -8,600 -12%
Morgan Stanley
53
Morgan Stanley
New York
$3.43M 60,192 +53,642 +819%
TA
54
Teachers Advisors
New York
$3.33M 58,412 +1,855 +3%
Bank of America
55
Bank of America
North Carolina
$3M 52,687 +35,468 +206%
SB
56
Suntrust Banks
Georgia
$2.86M 50,200 +1,100 +2%
BG
57
BlackRock Group
United Kingdom
$2.59M 45,341 +9,618 +27%
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.55M 44,700 +600 +1%
RFC
59
Russell Frank Company
Washington
$2.55M 44,652 +28,688 +180%
MOACM
60
Mutual of America Capital Management
New York
$2.24M 39,317 – –
GC
61
Guggenheim Capital
Illinois
$2.17M 38,006 -379 -1%
MPM
62
Meritage Portfolio Management
Kansas
$2.09M 36,686 – –
TPSF
63
Texas Permanent School Fund
Texas
$1.98M 34,720 +520 +2%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$1.96M 34,340 +4,716 +16%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.91M 33,416 +12,293 +58%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$1.8M 31,600 +2,100 +7%
LRPA
67
L. Roy Papp & Associates
Arizona
$1.74M 30,517 +300 +1%
PPA
68
Parametric Portfolio Associates
Washington
$1.71M 30,008 +4,598 +18%
NFA
69
Nationwide Fund Advisors
Ohio
$1.63M 28,633 -33,349 -54%
CS
70
Credit Suisse
Switzerland
$1.61M 28,292 +11,131 +65%
AIG
71
American International Group
New York
$1.6M 28,050 -288 -1%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$1.55M 27,149 -1,240 -4%
BA
73
BlackRock Advisors
Delaware
$1.44M 25,296 +2,336 +10%
ICAP
74
Independence Capital Asset Partners
Colorado
$1.43M 25,000 +25,000 New
US Bancorp
75
US Bancorp
Minnesota
$1.37M 23,988 +935 +4%
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