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UMB Financial
UMBF

170 hedge funds and large institutions have $1.8B invested in UMB Financial in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

2% more funds holding

Funds holding: 167 → 170 (+3)

9% less capital invested

Capital invested by funds: $1.98B → $1.8B (-$178M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
19
Increased
65
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.4M
2
Millennium Management
Millennium Management
New York
+$9.89M
3
Ameriprise
Ameriprise
Minnesota
+$9.82M
4
BFA
BlackRock Fund Advisors
California
+$9.24M
5
American Century Companies
American Century Companies
Missouri
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$52.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17M
3
FHC
Forest Hill Capital
Arkansas
-$12.3M
4
BTW
Boston Trust Walden
Massachusetts
-$5.54M
5
UB
UMB Bank
Missouri
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
76
Arizona State Retirement System
Arizona
$980K +$50.5K +1,000 +5%
PCMK
77
Paragon Capital Management (Kansas)
Kansas
$949K – – –
WSC
78
Wellington Shields & Co
New York
$931K – – –
CCT
79
Country Club Trust
Missouri
$926K – – –
PP
80
Paloma Partners
Connecticut
$922K +$1M +19,815 New
SS
81
Simplicity Solutions
Minnesota
$886K +$961K +19,042 New
CIA
82
Capital Impact Advisors
Massachusetts
$876K +$950K +18,815 New
ProShare Advisors
83
ProShare Advisors
Maryland
$865K +$144K +2,861 +18%
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$861K – – –
VOYA Investment Management
85
VOYA Investment Management
Georgia
$842K – – –
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$837K +$29.8K +590 +3%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$797K +$863K +17,100 New
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$796K – – –
BA
89
BlackRock Advisors
Delaware
$789K -$400K -7,926 -32%
ANTB
90
AMG National Trust Bank
Colorado
$654K -$606 -12 -0.1%
CAM
91
Capstone Asset Management
Texas
$645K +$20.7K +410 +3%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$633K +$121K +2,400 +21%
Citadel Advisors
93
Citadel Advisors
Florida
$603K +$188K +3,730 +40%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$591K – – –
SCM
95
Stevens Capital Management
Pennsylvania
$547K -$128K -2,537 -18%
IP
96
Isthmus Partners
Wisconsin
$531K +$32.2K +637 +6%
Mariner
97
Mariner
Kansas
$523K +$5.6K +111 +1%
Creative Planning
98
Creative Planning
Kansas
$515K – – –
JG
99
Jefferies Group
New York
$499K +$541K +10,723 New
AG
100
Aperio Group
California
$449K +$51K +1,011 +12%
2 3
4
5 6

UMBF Hedge Fund Activity: Q4 2015 in Review

170 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2015, worth a combined $1.8B — down 9% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMBF positions and 15 closed out — a net gain of 4 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $19.4M. The largest seller was State Street, cutting an estimated $52.7M.

  • 170 institutional investors held UMB Financial (UMBF) as of Q4 2015, up from 167 in Q3 2015.
  • Funds reported $1.8B of UMB Financial stock for Q4 2015, down 9% quarter-over-quarter.
  • 19 funds opened new UMB Financial positions in Q4 2015 and 15 closed out, a net change of +4 holders.
  • The largest UMB Financial buyer in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $19.4M added.
  • The largest UMB Financial seller in Q4 2015 was State Street, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2015.