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UMB Financial
UMBF

Overview Fund Activity

167 hedge funds and large institutions have $1.98B invested in UMB Financial in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
81
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
1
UMB Bank
Missouri
$329M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14M
3
RIM
3
RS Investment Management
California
$46.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.1M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.6M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$26M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
FHC
3
Forest Hill Capital
Arkansas
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.9M
5
AP
5
AHL Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$1.22M +$559 +11 +0%
IAM
77
Integre Asset Management
New York
$1.18M +$305 +6 +0%
PCMK
78
Paragon Capital Management (Kansas)
Kansas
$1.04M – – –
ASRS
79
Arizona State Retirement System
Arizona
$1.02M +$1.02M +20,059 New
WSC
80
Wellington Shields & Co
New York
$1.02M – – –
CCT
81
Country Club Trust
Missouri
$1.01M +$1.01M +19,885 New
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$940K +$20.3K +400 +2%
CG
83
Clinton Group
New York
$936K +$148K +2,918 +19%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$919K -$202K -3,984 -18%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$884K +$78.7K +1,550 +10%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$869K – – –
CS
87
Credit Suisse
Switzerland
$816K -$623K -12,247 -43%
ProShare Advisors
88
ProShare Advisors
Maryland
$799K +$1.78K +35 +0.2%
SCM
89
Stevens Capital Management
Pennsylvania
$726K +$346K +6,804 +91%
ANTB
90
AMG National Trust Bank
Colorado
$714K +$166K +3,258 +30%
IPC
91
Independent Portfolio Consultants
Florida
$701K +$4.32K +85 +0.6%
CAM
92
Capstone Asset Management
Texas
$684K +$48.3K +950 +8%
SEI Investments
93
SEI Investments
Pennsylvania
$648K +$123K +2,418 +23%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$645K – – –
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$569K +$117K +2,300 +26%
Mariner
96
Mariner
Kansas
$565K +$2.79K +55 +0.5%
Creative Planning
97
Creative Planning
Kansas
$562K – – –
IP
98
Isthmus Partners
Wisconsin
$547K +$5.53K +109 +1%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$485K +$289K +5,674 +147%
Citadel Advisors
100
Citadel Advisors
Florida
$468K +$468K +9,218 New
2 3
4
5 6