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UMB Financial
UMBF

Overview Fund Activity

169 hedge funds and large institutions have $1.82B invested in UMB Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
16
Increased
72
Reduced
48
Closed
18
Calls
$279K
Puts
$422K
Net Calls
-$143K
Net Calls Change
+$158K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$35.3M
2
RIM
2
RS Investment Management
California
$37.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M
4
State Street
4
State Street
Massachusetts
$123M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.8M
2
FHC
2
Forest Hill Capital
Arkansas
$28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
151
Monetary Management Group
Missouri
$34K – – –
AP
152
Atwood & Palmer
Missouri
$29K – – –
PCM
153
Prelude Capital Management
New York
$20K -$20K -350 -50%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$19K -$402 -7 -2%
PAM
155
Panagora Asset Management
Massachusetts
$17K – – –
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
TC
157
Trust Company
Kansas
$11K – – –
P
158
Palladiem
Pennsylvania
$8K – – –
CHP
159
Cable Hill Partners
Oregon
$7K – – –
GAM
160
Gemmer Asset Management
California
$6K -$2.75K -50 -31%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$6K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$4K +$324 +6 +9%
FNBOO
163
First National Bank of Omaha
Nebraska
$3.38K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
W
165
Wealthfront
California
$2K +$1.26K +22 +169%
UFA
166
US Financial Advisors
Massachusetts
$2K +$2K +35 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4K -$31 -539 -2%
FPFS
168
First Personal Financial Services
North Carolina
$1K – – –
DADC
169
D.A. Davidson & Co
Montana
$1K +$1K +21 New
Marshall Wace
170
Marshall Wace
United Kingdom
– -$8.28M -156,548 Closed
KCM
171
Kennedy Capital Management
Missouri
– -$6.38M -120,525 Closed
BMCMI
172
Bryn Mawr Capital Management Inc
Pennsylvania
– -$1.48M -27,983 Closed
RBA
173
Richard Bernstein Advisors
New York
– -$1.28M -24,111 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$936K -17,686 Closed
Two Sigma Investments
175
Two Sigma Investments
New York
– -$888K -16,794 Closed
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