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UMB Financial
UMBF

Overview Fund Activity

171 hedge funds and large institutions have $1.64B invested in UMB Financial in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
15
Increased
77
Reduced
39
Closed
13
Calls
–
Puts
$301K
Net Calls
-$301K
Net Calls Change
-$244K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
CIP
Champlain Investment Partners
Vermont
$96.5M
4
PIM
Perkins Investment Management
Illinois
$8.57M
5
Renaissance Technologies
Renaissance Technologies
New York
$11.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$41.4M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
State Street
State Street
Massachusetts
$102M
5
NPIC
Neumeier Poma Investment Counsel
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMK
76
Paragon Capital Management (Kansas)
Kansas
$1.08M – – –
WSC
77
Wellington Shields & Co
New York
$1.06M – – –
AL
78
Airain Ltd
Guernsey
$951K +$951K +17,976 New
Citadel Advisors
79
Citadel Advisors
Florida
$936K +$281K +5,307 +43%
ProShare Advisors
80
ProShare Advisors
Maryland
$933K +$6.08K +115 +0.7%
CAM
81
Capstone Asset Management
Texas
$913K +$22.8K +430 +3%
Bank of America
82
Bank of America
North Carolina
$910K -$439K -8,303 -33%
CS
83
Credit Suisse
Switzerland
$908K -$90.4K -1,709 -9%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$904K – – –
UBS AM
85
UBS AM
Illinois
$904K +$26.4K +500 +3%
Two Sigma Investments
86
Two Sigma Investments
New York
$888K +$888K +16,794 New
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$878K -$37K -700 -4%
RFC
88
Russell Frank Company
Washington
$844K +$118K +2,239 +16%
Barclays
89
Barclays
United Kingdom
$826K +$235K +4,513 +40%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$743K +$10.6K +200 +1%
RIM
91
Reliant Investment Management
Tennessee
$725K -$11.1K -210 -2%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$672K – – –
EGM
93
Engineers Gate Manager
New York
$664K +$396K +7,479 +147%
IPC
94
Independent Portfolio Consultants
Florida
$642K +$154K +2,910 +32%
Creative Planning
95
Creative Planning
Kansas
$586K +$30.2K +571 +5%
Mariner
96
Mariner
Kansas
$585K +$159 +3 +0%
AG
97
Aperio Group
California
$581K +$127K +2,409 +28%
WB
98
WesBanco Bank
West Virginia
$529K – – –
VAM
99
Visium Asset Management
New York
$529K +$529K +10,000 New
CTC
100
Central Trust Company
Missouri
$526K +$370K +7,000 +238%
2 3
4
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