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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$263K +$263K +4,633 New
YMRC
127
Yorktown Management & Research Company
Virginia
$262K – – –
CIM
128
CIM Investment Management
Pennsylvania
$254K +$35.1K +616 +16%
IHL
129
Investment House LLC
California
$253K -$57 -1 -0%
CG
130
Clinton Group
New York
$251K +$251K +4,412 New
DC
131
Deere & Company
Illinois
$249K +$249K +4,381 New
PSI
132
Pinnacle Summer Investments
Virginia
$233K – – –
Canada Life
133
Canada Life
Manitoba, Canada
$232K – – –
Nomura Holdings
134
Nomura Holdings
Japan
$211K -$217K -3,807 -51%
MCM
135
Manchester Capital Management
Vermont
$185K -$95.5K -1,675 -34%
CTC
136
Central Trust Company
Missouri
$168K +$168K +2,945 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$166K +$49.1K +865 +42%
FHA
138
First Horizon Advisors
Tennessee
$153K – – –
SSB
139
Sandy Spring Bank
Maryland
$142K – – –
SO
140
STRS Ohio
Ohio
$137K -$17.1K -300 -11%
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K – – –
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$92K +$4.23K +74 +5%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$89K -$15.9K -278 -15%
WIL
144
Winifred I. Li
$78K – – –
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$65K -$14K -247 -18%
BlackRock
146
BlackRock
New York
$58K – – –
NSIM
147
North Star Investment Management
Illinois
$49K +$10.3K +180 +27%
QT
148
Quantbot Technologies
New York
$48K +$48K +853 New
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$46K – – –
HNB
150
Huntington National Bank
Ohio
$46K +$46K +800 New
4 5
6
7 8