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UMB Financial
UMBF

Overview Fund Activity

166 hedge funds and large institutions have $1.92B invested in UMB Financial in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
69
Reduced
52
Closed
21
Calls
$399K
Puts
$206K
Net Calls
+$193K
Net Calls Change
-$243K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$146M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$46.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$176M
4
WRF
4
Waddell & Reed Financial
Kansas
$85.9M
5
State Street
5
State Street
Massachusetts
$86.8M

Top Sellers

1
HHC
1
Hutchin Hill Capital
New York
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$12.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$28.1M
4
PP
4
PDT Partners
New York
$1.82M
5
TA
5
Teachers Advisors
New York
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$676K -$1.09K -17 -0.2%
PI
102
PineBridge Investments
New York
$661K +$392K +6,099 +146%
B
103
Baird
Wisconsin
$619K -$514 -8 -0.1%
MWNA
104
Marshall Wace North America
New York
$607K +$607K +9,447 New
DAM
105
Delta Asset Management
Tennessee
$604K -$21.3K -332 -3%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$581K – – –
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$573K +$116K +1,811 +26%
GIA
108
GHP Investment Advisors
Colorado
$515K -$10.2K -159 -2%
Mariner
109
Mariner
Kansas
$465K +$1.99K +31 +0.4%
Rafferty Asset Management
110
Rafferty Asset Management
New York
$435K +$435K +6,768 New
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$425K – – –
RFC
112
Regions Financial Corp
Alabama
$423K -$78.3K -1,219 -16%
MSA
113
Mason Street Advisors
Wisconsin
$383K +$33.9K +527 +10%
FA
114
FDx Advisors
Illinois
$376K +$376K +5,843 New
ONB
115
Old National Bancorp
Indiana
$371K -$13.8K -215 -4%
FMBTD
116
First Midwest Bank Trust Division
Illinois
$368K +$7.08K +110 +2%
Tudor Investment Corp
117
Tudor Investment Corp
Connecticut
$366K -$187K -2,904 -34%
U
118
UBS
Switzerland
$364K +$48K +746 +15%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$356K -$4.43K -69 -1%
SG Americas Securities
120
SG Americas Securities
New York
$333K -$258K -4,010 -44%
OA
121
OFI Advisors
Pennsylvania
$330K +$20.8K +324 +7%
PSI
122
Pinnacle Summer Investments
Virginia
$309K – – –
YMRC
123
Yorktown Management & Research Company
Virginia
$296K +$296K +4,600 New
IHL
124
Investment House LLC
California
$285K -$64 -1 -0%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$277K -$783K -12,196 -74%
3 4
5
6 7