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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 %
RBA
76
Richard Bernstein Advisors
New York
$1.37M 24,111 – –
VOYA Investment Management
77
VOYA Investment Management
Georgia
$1.33M 23,310 – –
US Bancorp
78
US Bancorp
Minnesota
$1.31M 22,997 -376 -2%
PCMK
79
Paragon Capital Management (Kansas)
Kansas
$1.16M 20,404 -1,720 -8%
WSC
80
Wellington Shields & Co
New York
$1.14M 20,000 – –
BA
81
BlackRock Advisors
Delaware
$1.13M 19,826 -975 -5%
CS
82
Credit Suisse
Switzerland
$1.07M 18,870 -1,295 -6%
ProShare Advisors
83
ProShare Advisors
Maryland
$997K 17,524 -6,686 -28%
Citigroup
84
Citigroup
New York
$987K 17,350 +8,565 +97%
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$984K 17,300 -100 -0.6%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$973K 17,100 -200 -1%
CAM
87
Capstone Asset Management
Texas
$957K 16,823 -2,650 -14%
UBS AM
88
UBS AM
Illinois
$944K 16,599 +700 +4%
MC
89
Menta Capital
California
$836K 14,700 +14,700 New
RFC
90
Russell Frank Company
Washington
$793K 13,725 -66,828 -83%
RIM
91
Reliant Investment Management
Tennessee
$792K 13,925 – –
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$788K 13,850 +150 +1%
SCM
93
Stevens Capital Management
Pennsylvania
$784K 13,787 -20,770 -60%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$723K 12,700 – –
Citadel Advisors
95
Citadel Advisors
Florida
$704K 12,379 -71,246 -85%
Barclays
96
Barclays
United Kingdom
$636K 11,370 +9,308 +451%
Mariner
97
Mariner
Kansas
$629K 11,064 +5,003 +83%
SG Americas Securities
98
SG Americas Securities
New York
$608K 10,683 +10,683 New
Creative Planning
99
Creative Planning
Kansas
$598K 10,505 -29 -0.3%
WB
100
WesBanco Bank
West Virginia
$569K 10,000 – –
2 3
4
5 6