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UMB Financial
UMBF

Overview Fund Activity

164 hedge funds and large institutions have $1.56B invested in UMB Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
81
Reduced
38
Closed
7
Calls
$1.47M
Puts
$1.03M
Net Calls
+$436K
Net Calls Change
+$170K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$85.8M
2
Invesco
2
Invesco
Georgia
$44M
3
BFA
3
BlackRock Fund Advisors
California
$110M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$140M
5
TAM
5
Third Avenue Management
New York
$20.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.9M
3
TA
3
Teachers Advisors
New York
$6.38M
4
CIP
4
Champlain Investment Partners
Vermont
$90.8M
5
RFC
5
Russell Frank Company
Washington
$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$717K – – –
Jane Street
102
Jane Street
New York
$705K +$392K +7,220 +125%
HT
103
HAP Trading
New York
$661K +$661K +12,169 New
WB
104
WesBanco Bank
West Virginia
$598K -$2.72K -50 -0.5%
Creative Planning
105
Creative Planning
Kansas
$572K +$13.1K +242 +2%
ICAP
106
Independence Capital Asset Partners
Colorado
$543K +$543K +10,000 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$533K -$82.5K -1,519 -13%
DAM
108
Delta Asset Management
Tennessee
$529K -$9.46K -174 -2%
B
109
Baird
Wisconsin
$524K -$9.84K -181 -2%
SG Americas Securities
110
SG Americas Securities
New York
$500K +$391K +7,185 +358%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$491K – – –
Morgan Stanley
112
Morgan Stanley
New York
$480K +$121K +2,225 +34%
Tudor Investment Corp
113
Tudor Investment Corp
Connecticut
$467K +$467K +8,600 New
GIA
114
GHP Investment Advisors
Colorado
$444K +$109 +2 +0%
MC
115
Menta Capital
California
$443K +$443K +8,149 New
ARTA
116
A.R.T. Advisors
New York
$435K +$435K +7,978 New
Citigroup
117
Citigroup
New York
$429K -$901K -16,587 -68%
RFC
118
Regions Financial Corp
Alabama
$424K +$125K +2,300 +42%
ZIM
119
Zacks Investment Management
Illinois
$420K -$20.9K -385 -5%
Mariner
120
Mariner
Kansas
$391K -$27.2K -500 -6%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$386K – – –
LRPA
122
L. Roy Papp & Associates
Arizona
$381K +$381K +7,020 New
GT
123
Glenmede Trust
Pennsylvania
$366K +$326K +6,006 +812%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$359K – – –
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
$329K -$109K -2,000 -25%
3 4
5
6 7