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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 %
HNB
151
Huntington National Bank
Ohio
$42K – – –
GT
152
Glenmede Trust
Pennsylvania
$39K – – –
PCM
153
Prelude Capital Management
New York
$37K – – –
MMG
154
Monetary Management Group
Missouri
$32K – – –
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$30K -$6.49K -124 -18%
AP
156
Atwood & Palmer
Missouri
$26K – – –
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$18K +$2.02K +38 +13%
PAM
158
Panagora Asset Management
Massachusetts
$16K – – –
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
TC
160
Trust Company
Kansas
$11K +$11K +200 New
GAM
161
Gemmer Asset Management
California
$8K – – –
P
162
Palladiem
Pennsylvania
$7K – – –
CHP
163
Cable Hill Partners
Oregon
$6K -$224 -4 -4%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$6K +$6K +113 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$4K -$3.47K -59 -46%
FNBOO
166
First National Bank of Omaha
Nebraska
$3.38K -$1.75K -35,100 -34%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33K +$56 +1,050 +4%
PSUF
169
People's United Financial
Connecticut
$1K – – –
FPFS
170
First Personal Financial Services
North Carolina
$1K – – –
W
171
Wealthfront
California
$1K +$923 +12 +1,200%
CRM
172
Cramer Rosenthal McGlynn
Connecticut
– -$23.5M -413,365 Closed
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
– -$14.8M -259,900 Closed
NPIC
174
Neumeier Poma Investment Counsel
California
– -$3.7M -64,990 Closed
BCM
175
Bridgeway Capital Management
Texas
– -$2.27M -39,900 Closed
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