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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
First Trust Advisors
51
First Trust Advisors
Illinois
$3.24M +$1.39M +27,542 +66%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.05M -$1.72K -34 -0.1%
TA
53
Teachers Advisors
New York
$2.81M – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.53M +$162K +3,200 +6%
BG
55
BlackRock Group
United Kingdom
$2.2M +$83.5K +1,655 +4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.11M +$193K +3,829 +9%
SB
57
Suntrust Banks
Georgia
$2.08M -$122K -2,408 -5%
MOACM
58
Mutual of America Capital Management
New York
$2M +$191K +3,779 +10%
BCM
59
BlueCrest Capital Management
Jersey
$1.91M +$2.07M +41,068 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.76M +$30.3K +600 +2%
MPM
61
Meritage Portfolio Management
Kansas
$1.71M – – –
TPSF
62
Texas Permanent School Fund
Texas
$1.62M +$5.05K +100 +0.3%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$1.52M +$1.65M +32,700 New
UBS AM
64
UBS AM
Illinois
$1.5M +$90.2K +1,787 +6%
LRPA
65
L. Roy Papp & Associates
Arizona
$1.42M – – –
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.37M -$843K -16,700 -36%
Citigroup
67
Citigroup
New York
$1.37M -$141K -2,791 -9%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.36M – – –
NFA
69
Nationwide Fund Advisors
Ohio
$1.36M +$19.6K +388 +1%
AIG
70
American International Group
New York
$1.33M +$16.5K +327 +1%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$1.25M +$1.41K +28 +0.1%
CS
72
Credit Suisse
Switzerland
$1.13M +$412K +8,166 +51%
US Bancorp
73
US Bancorp
Minnesota
$1.11M -$2.57K -51 -0.2%
PPA
74
Parametric Portfolio Associates
Washington
$1.08M -$47.5K -942 -4%
IAM
75
Integre Asset Management
New York
$1.06M -$21K -417 -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.