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UMB Financial
UMBF

Overview Fund Activity

169 hedge funds and large institutions have $1.82B invested in UMB Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
16
Increased
72
Reduced
48
Closed
18
Calls
$279K
Puts
$422K
Net Calls
-$143K
Net Calls Change
+$158K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$35.3M
2
RIM
2
RS Investment Management
California
$37.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M
4
State Street
4
State Street
Massachusetts
$123M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.8M
2
FHC
2
Forest Hill Capital
Arkansas
$28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAM
76
Integre Asset Management
New York
$1.33M 23,236 -255 -1%
Citigroup
77
Citigroup
New York
$1.29M 22,647 -16,589 -42%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.26M 22,068 -1,242 -5%
PCMK
79
Paragon Capital Management (Kansas)
Kansas
$1.16M 20,404 – –
WSC
80
Wellington Shields & Co
New York
$1.14M 20,000 – –
UBS AM
81
UBS AM
Illinois
$1.06M 18,666 +1,567 +9%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$1.03M 18,100 +1,500 +9%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$975K 17,100 – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$931K 16,320 -33,590 -67%
UBS Group
85
UBS Group
Switzerland
$912K 15,990 +11,397 +248%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$904K 15,850 +1,800 +13%
ProShare Advisors
87
ProShare Advisors
Maryland
$895K 15,689 -1,950 -11%
CG
88
Clinton Group
New York
$884K 15,510 +9,135 +143%
IPC
89
Independent Portfolio Consultants
Florida
$781K 13,705 +1,565 +13%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$724K 12,700 – –
CAM
91
Capstone Asset Management
Texas
$713K 12,503 -4,750 -28%
Millennium Management
92
Millennium Management
New York
$636K 11,150 +4,963 +80%
Creative Planning
93
Creative Planning
Kansas
$631K 11,059 -17 -0.2%
Mariner
94
Mariner
Kansas
$631K 11,071 +4 +0%
AG
95
Aperio Group
California
$630K 11,050 +68 +0.6%
ANTB
96
AMG National Trust Bank
Colorado
$616K 10,797 +10,797 New
IP
97
Isthmus Partners
Wisconsin
$608K 10,666 +1,434 +16%
SEI Investments
98
SEI Investments
Pennsylvania
$590K 10,339 +10,339 New
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$515K 9,040 – –
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$508K 8,908 – –
2 3
4
5 6