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UMB Financial
UMBF

Overview Fund Activity

171 hedge funds and large institutions have $1.64B invested in UMB Financial in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
15
Increased
77
Reduced
39
Closed
13
Calls
–
Puts
$301K
Net Calls
-$301K
Net Calls Change
-$244K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51M
2
Wells Fargo
Wells Fargo
California
+$11.6M
3
CIP
Champlain Investment Partners
Vermont
+$9.79M
4
PIM
Perkins Investment Management
Illinois
+$8.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.67M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.9M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$23.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.8M
4
State Street
State Street
Massachusetts
-$5.3M
5
NPIC
Neumeier Poma Investment Counsel
California
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$301K +$266K +5,027,204 +763%
MSA
127
Mason Street Advisors
Wisconsin
$267K +$9.8K +185 +4%
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$262K +$2.65K +50 +1%
PSI
129
Pinnacle Summer Investments
Virginia
$254K – – –
YMRC
130
Yorktown Management & Research Company
Virginia
$243K – – –
UBS Group
131
UBS Group
Switzerland
$242K -$2.11K -40 -0.9%
CIM
132
CIM Investment Management
Pennsylvania
$236K – – –
IHL
133
Investment House LLC
California
$234K – – –
GMIM
134
General Motors Investment Management
New York
$233K -$31.4K -593 -12%
TRCT
135
Tower Research Capital (TRC)
New York
$218K +$218K +4,127 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$216K +$133K +2,523 +162%
Canada Life
137
Canada Life
Manitoba, Canada
$215K – – –
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$202K +$202K +3,821 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$197K -$77.7K -1,473 -28%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$157K +$2.33K +44 +2%
FHA
141
First Horizon Advisors
Tennessee
$149K +$6.24K +118 +4%
SSB
142
Sandy Spring Bank
Maryland
$132K – – –
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$92K +$6.83K +129 +8%
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K – – –
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$62K +$1.27K +24 +2%
SO
146
STRS Ohio
Ohio
$58K -$68.5K -1,300 -54%
QT
147
Quantbot Technologies
New York
$55K +$10.7K +205 +24%
BlackRock
148
BlackRock
New York
$54K – – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$47.7K +$47.7K +902 New
NSIM
150
North Star Investment Management
Illinois
$45K – – –
4 5
6
7 8