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UMB Financial
UMBF

Overview Fund Activity

172 hedge funds and large institutions have $2.13B invested in UMB Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
52
Reduced
61
Closed
18
Calls
–
Puts
$57K
Net Calls
-$57K
Net Calls Change
-$646K

Top Buyers

1
UB
1
UMB Bank
Missouri
$375M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
BFA
3
BlackRock Fund Advisors
California
$126M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$10.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$92.8M
2
TAM
2
Third Avenue Management
New York
$8.83M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$704K
5
RFC
5
Russell Frank Company
Washington
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$548K 9,600 – –
IPC
102
Independent Portfolio Consultants
Florida
$525K 9,230 +5,005 +118%
DT
103
Diversified Trust
Tennessee
$518K 9,100 +9,100 New
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$514K 9,040 – –
IP
105
Isthmus Partners
Wisconsin
$500K 8,782 +8,782 New
DAM
106
Delta Asset Management
Tennessee
$495K 8,700 -250 -3%
AG
107
Aperio Group
California
$488K 8,573 +2,273 +36%
PI
108
PineBridge Investments
New York
$484K 8,522 +353 +4%
GIA
109
GHP Investment Advisors
Colorado
$456K 8,020 +1 +0%
AQR Capital Management
110
AQR Capital Management
Connecticut
$440K 7,733 -4,645 -38%
OA
111
OFI Advisors
Pennsylvania
$438K 7,691 +678 +10%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$393K 6,912 +304 +5%
FWM
113
Frontier Wealth Management
Missouri
$368K 6,475 +6,475 New
Morgan Stanley
114
Morgan Stanley
New York
$363K 6,389 -1,410 -18%
FA
115
FDx Advisors
Illinois
$359K 6,303 -943 -13%
ONB
116
Old National Bancorp
Indiana
$352K 6,185 -943 -13%
PA
117
Profund Advisors
Maryland
$350K 6,159 +139 +2%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$348K 6,118 +6,118 New
FMBTD
119
First Midwest Bank Trust Division
Illinois
$328K 5,769 -330 -5%
Legal & General Group
120
Legal & General Group
United Kingdom
$315K 5,469 -157 -3%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$295K 5,206 – –
EGM
122
Engineers Gate Manager
New York
$289K 5,077 +5,077 New
GMIM
123
General Motors Investment Management
New York
$284K 4,994 +4,994 New
CIBC Asset Management
124
CIBC Asset Management
Ontario, Canada
$279K 4,896 +4,896 New
MSA
125
Mason Street Advisors
Wisconsin
$276K 4,857 +145 +3%
3 4
5
6 7