UMBF icon

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 %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$1.42M – – –
AIG
77
American International Group
New York
$1.35M -$5.22K -96 -0.4%
MCM
78
Matarin Capital Management
New York
$1.29M +$311K +5,716 +32%
BIG
79
Blackthorn Investment Group
Kansas
$1.22M +$1.22M +22,526 New
US Bancorp
80
US Bancorp
Minnesota
$1.16M +$27.5K +506 +2%
BA
81
BlackRock Advisors
Delaware
$1.15M +$111K +2,034 +11%
RBA
82
Richard Bernstein Advisors
New York
$1.13M – – –
PCMK
83
Paragon Capital Management (Kansas)
Kansas
$1.11M – – –
WSC
84
Wellington Shields & Co
New York
$1.09M – – –
GI
85
GLG Inc
New York
$1.09M +$1.09M +20,000 New
PPA
86
Parametric Portfolio Associates
Washington
$1.04M -$15.4K -283 -1%
PA
87
Profund Advisors
Maryland
$1.02M +$524K +9,640 +107%
NTCOC
88
Northern Trust Company of Connecticut
Connecticut
$953K +$953K +17,545 New
Barclays
89
Barclays
United Kingdom
$947K -$278K -5,150 -23%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$944K +$198K +3,640 +27%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$929K – – –
CAM
92
Capstone Asset Management
Texas
$909K +$43.5K +800 +5%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$897K +$691K +12,727 +336%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$871K +$871K +16,020 New
DT
95
Diversified Trust
Tennessee
$863K -$87K -1,600 -9%
First Trust Advisors
96
First Trust Advisors
Illinois
$862K +$272K +5,011 +46%
KBC Group
97
KBC Group
Belgium
$808K – – –
American Century Companies
98
American Century Companies
Missouri
$747K +$31.8K +586 +4%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$734K +$87K +1,600 +13%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$728K +$21.7K +400 +3%
2 3
4
5 6