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UMB Financial
UMBF

Overview Fund Activity

166 hedge funds and large institutions have $1.92B invested in UMB Financial in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
69
Reduced
52
Closed
21
Calls
$399K
Puts
$206K
Net Calls
+$193K
Net Calls Change
-$243K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$146M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$46.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$176M
4
WRF
4
Waddell & Reed Financial
Kansas
$85.9M
5
State Street
5
State Street
Massachusetts
$86.8M

Top Sellers

1
HHC
1
Hutchin Hill Capital
New York
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$12.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$28.1M
4
PP
4
PDT Partners
New York
$1.82M
5
TA
5
Teachers Advisors
New York
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$1.55M +$526K +8,173 +52%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$1.5M -$184K -2,856 -11%
BA
78
BlackRock Advisors
Delaware
$1.47M +$114K +1,780 +8%
US Bancorp
79
US Bancorp
Minnesota
$1.38M +$14K +217 +1%
PCMK
80
Paragon Capital Management (Kansas)
Kansas
$1.31M – – –
PPA
81
Parametric Portfolio Associates
Washington
$1.29M +$59.7K +929 +5%
WSC
82
Wellington Shields & Co
New York
$1.29M – – –
CCMH
83
Cornerstone Capital Management Holdings
New York
$1.22M +$1.22M +19,000 New
PA
84
Profund Advisors
Maryland
$1.2M -$1.03K -16 -0.1%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$1.11M +$1.11M +17,300 New
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$1.1M – – –
NTCOC
87
Northern Trust Company of Connecticut
Connecticut
$1.09M -$40.8K -635 -4%
CAM
88
Capstone Asset Management
Texas
$1.08M +$5.34K +83 +0.5%
RIM
89
Reliant Investment Management
Tennessee
$1.03M +$1.03M +16,015 New
DT
90
Diversified Trust
Tennessee
$1.02M – – –
ProShare Advisors
91
ProShare Advisors
Maryland
$974K -$1.05M -16,287 -52%
KBC Group
92
KBC Group
Belgium
$956K – – –
Citigroup
93
Citigroup
New York
$911K +$403K +6,271 +79%
Deutsche Bank
94
Deutsche Bank
Germany
$896K -$2.44M -37,959 -73%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$881K +$12.9K +200 +1%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$881K +$19.3K +300 +2%
UBS AM
97
UBS AM
Illinois
$874K +$25.7K +400 +3%
LRPA
98
L. Roy Papp & Associates
Arizona
$808K +$357K +5,550 +79%
CS
99
Credit Suisse
Switzerland
$782K -$2.07M -32,234 -73%
WB
100
WesBanco Bank
West Virginia
$704K -$3.22K -50 -0.5%
2 3
4
5 6