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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 %
GT
151
Glenmede Trust
Pennsylvania
$42K – – –
PCM
152
Prelude Capital Management
New York
$40K – – –
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$39K -$196K -3,501 -83%
MMG
154
Monetary Management Group
Missouri
$34K – – –
Group One Trading
155
Group One Trading
Illinois
$33K +$33K +588 New
AP
156
Atwood & Palmer
Missouri
$29K -$11.6K -200 -29%
PAM
157
Panagora Asset Management
Massachusetts
$17K -$26K -459 -60%
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$17.9K -308 -51%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$17K +$1.59K +28 +10%
GAM
160
Gemmer Asset Management
California
$9K – – –
P
161
Palladiem
Pennsylvania
$8K +$8K +133 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$7K +$7K +127 New
CHP
163
Cable Hill Partners
Oregon
$6K +$6K +111 New
MCM
164
MV Capital Management
Maryland
$5K +$5K +90 New
BC
165
Bartlett & Co
Ohio
$4K +$4K +65 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37K -$31 -541 -2%
PSUF
168
People's United Financial
Connecticut
$1K – – –
NES
169
New England Securities
New York
$1K +$1K +26 New
BRWA
170
B. Riley Wealth Advisors
Florida
$7 +$7 +130 New
VAM
171
Visium Asset Management
New York
– -$1.97M -36,088 Closed
PP
172
PDT Partners
New York
– -$1.91M -34,944 Closed
Millennium Management
173
Millennium Management
New York
– -$1.73M -31,726 Closed
AP
174
AHL Partners
United Kingdom
– -$897K -16,449 Closed
IG
175
ING Group
Netherlands
– -$710K -12,980 Closed
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