UMB Financial
UMBF
166 hedge funds and large institutions have $1.92B invested in UMB Financial in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.
94% more call options, than puts
Call options by funds: $399K | Put options by funds: $206K
33% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 52
23% more capital invested
Capital invested by funds: $1.56B → $1.92B (+$361M)
1% more funds holding
Funds holding: 164 → 166 (+2)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$42.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$14.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.9M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$9.89M |
| 5 |
State Street
Boston,
Massachusetts
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHC
Hutchin Hill Capital
New York
|
-$4.89M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$4.58M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$4.53M |
| 4 |
PP
PDT Partners
New York
|
-$4.4M |
| 5 |
TA
Teachers Advisors
New York
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
176
HAP Trading
New York
| – | -$661K | -12,169 | Closed |
|
|
ICAP
177
Independence Capital Asset Partners
Denver,
Colorado
| – | -$543K | -10,000 | Closed |
|
|
MC
178
Menta Capital
San Francisco,
California
| – | -$443K | -8,149 | Closed |
|
|
ARTA
179
A.R.T. Advisors
New York
| – | -$435K | -7,978 | Closed |
|
|
ZIM
180
Zacks Investment Management
Chicago,
Illinois
| – | -$420K | -7,725 | Closed |
|
181
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| – | -$329K | -6,050 | Closed |
|
182
Two Sigma Investments
New York
| – | -$323K | -5,943 | Closed |
|
183
Citadel Advisors
Miami,
Florida
| – | -$225K | -4,152 | Closed |
|
|
WAM
184
World Asset Management
Detroit,
Michigan
| – | -$223K | -4,099 | Closed |
|
185
Credit Agricole
Montrouge Cedex,
France
| – | -$179K | -3,288 | Closed |
|
|
PAM
186
Paradigm Asset Management
New York
| – | -$62.5K | -1,150 | Closed |
|
|
RNS
187
Robert N. Shapiro
| – | -$18K | -340 | Closed |
|
UMBF Hedge Fund Activity: Q4 2013 in Review
166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2013, worth a combined $1.92B — up 23% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UMBF positions and 21 closed out — a net gain of 2 holders — while 69 added to existing stakes and 52 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $42.3M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $4.89M sold.
- 166 institutional investors held UMB Financial (UMBF) as of Q4 2013, up from 164 in Q3 2013.
- Funds reported $1.92B of UMB Financial stock for Q4 2013, up 23% quarter-over-quarter.
- 23 funds opened new UMB Financial positions in Q4 2013 and 21 closed out, a net change of +2 holders.
- The largest UMB Financial buyer in Q4 2013 was Bank of New York Mellon, an estimated $42.3M added.
- The largest UMB Financial seller in Q4 2013 was Hutchin Hill Capital, an estimated $4.89M sold.
Based on aggregated 13F filings for Q4 2013.