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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 %
PAM
151
Paradigm Asset Management
New York
$62.5K – – –
BlackRock
152
BlackRock
New York
$56K +$1.47K +27 +3%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$56K +$6.78K +125 +14%
HNB
154
Huntington National Bank
Ohio
$43K – – –
PCM
155
Prelude Capital Management
New York
$43K +$43K +790 New
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
WIL
157
Winifred I. Li
$22K +$22K +410 New
ECM
158
ETrade Capital Management
Virginia
$21K +$8.53K +154 +68%
RNS
159
Robert N. Shapiro
$18K +$18K +340 New
Group One Trading
160
Group One Trading
Illinois
$5K +$5K +100 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$2K – – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27K +$5 +95 +0.4%
PTC
164
Private Trust Company
Ohio
$1K – – –
HW
165
Hancock Whitney
Mississippi
– -$507K -9,110 Closed
OSAM
166
O'Shaughnessy Asset Management
Connecticut
– -$313K -5,600 Closed
DC
167
Deere & Company
Illinois
– -$307K -5,521 Closed
MWNA
168
Marshall Wace North America
New York
– -$286K -5,133 Closed
RCAG
169
Rehmann Capital Advisory Group
Michigan
– -$214K -3,848 Closed
OMCS
170
Old Mutual Customised Solutions
South Africa
– -$17K -300 Closed
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
– -$2K -40 Closed
3 4 5 6
7