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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 %
ONB
126
Old National Bancorp
Indiana
$326K -$3.7K -68 -1%
Two Sigma Investments
127
Two Sigma Investments
New York
$323K -$43.9K -808 -12%
FMBTD
128
First Midwest Bank Trust Division
Illinois
$305K – – –
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$305K +$48.1K +885 +19%
MSA
130
Mason Street Advisors
Wisconsin
$295K +$51K +940 +21%
TRCT
131
Tower Research Capital (TRC)
New York
$283K +$263K +4,855 +1,323%
U
132
UBS
Switzerland
$267K +$145K +2,670 +119%
PSI
133
Pinnacle Summer Investments
Virginia
$261K – – –
OA
134
OFI Advisors
Pennsylvania
$261K +$30.7K +565 +13%
IPC
135
Independent Portfolio Consultants
Florida
$247K +$2.99K +55 +1%
IHL
136
Investment House LLC
California
$241K +$241K +4,439 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$237K +$110K +2,024 +86%
PI
138
PineBridge Investments
New York
$228K +$26.1K +478 +13%
Citadel Advisors
139
Citadel Advisors
Florida
$225K -$594K -10,963 -73%
WAM
140
World Asset Management
Michigan
$223K -$9.68K -178 -4%
MCM
141
Manchester Capital Management
Vermont
$220K +$1.36K +25 +0.6%
Credit Agricole
142
Credit Agricole
France
$179K +$179K +3,288 New
SO
143
STRS Ohio
Ohio
$168K +$16.3K +300 +11%
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$35.3K -650 -19%
UB
145
UMB Bank
Missouri
$141K +$2.15K +3,962 +2%
SSB
146
Sandy Spring Bank
Maryland
$135K – – –
FHA
147
First Horizon Advisors
Tennessee
$134K +$102K +1,870 +322%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$90K -$14.3K -263 -14%
PAM
149
Panagora Asset Management
Massachusetts
$71K – – –
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K +$67K +1,227 New
3 4 5
6
7