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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 %
MCM
126
Manchester Capital Management
Vermont
$260K – – –
PP
127
Paloma Partners
Connecticut
$255K +$255K +3,971 New
GCP
128
GSA Capital Partners
United Kingdom
$252K +$252K +3,917 New
CCM
129
CrestPoint Capital Management
Missouri
$252K +$252K +3,920 New
SO
130
STRS Ohio
Ohio
$251K +$51.5K +800 +26%
IPC
131
Independent Portfolio Consultants
Florida
$247K -$44.3K -690 -15%
MIU
132
Man Investments (UK)
United Kingdom
$229K +$229K +3,567 New
WCM
133
Wedge Capital Management
North Carolina
$217K +$217K +3,375 New
KeyBank National Association
134
KeyBank National Association
Ohio
$216K +$216K +3,353 New
SMC
135
Smith, Moore & Co
Missouri
$205K +$205K +3,189 New
Canada Life
136
Canada Life
Manitoba, Canada
$167K +$167K +2,576 New
SSB
137
Sandy Spring Bank
Maryland
$160K – – –
FHA
138
First Horizon Advisors
Tennessee
$153K – – –
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$151K +$72.1K +1,120 +91%
UB
140
UMB Bank
Missouri
$140K -$26.8K -41,712 -16%
Barclays
141
Barclays
United Kingdom
$128K -$996K -15,543 -89%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$108K +$1.35K +21 +1%
KCPG
143
Kavar Capital Partners Group
Kansas
$96K +$96K +1,500 New
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$91K -$190K -2,956 -68%
CAM
145
ClariVest Asset Management
California
$84K +$84K +1,300 New
BlackRock
146
BlackRock
New York
$66K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$63K -$3.82K -59 -6%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K -$123K -1,900 -68%
WIL
149
Winifred I. Li
$53K +$26.8K +420 +102%
HNB
150
Huntington National Bank
Ohio
$51K – – –
4 5
6
7 8