UMB Financial
UMBF
167 hedge funds and large institutions have $1.68B invested in UMB Financial in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 10 closing their positions.
216% more call options, than puts
Call options by funds: $862K | Put options by funds: $273K
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
3% more funds holding
Funds holding: 162 → 167 (+5)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 63
28% less capital invested
Capital invested by funds: $2.35B → $1.68B (-$662M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$11.1M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$7.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$6.04M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$37.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$17.7M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$14.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.73M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
176
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$8.24K | -130 | Closed |
|
177
Group One Trading
Chicago,
Illinois
| – | -$5.77K | -100 | Closed |
|
UMBF Hedge Fund Activity: Q3 2014 in Review
167 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2014, worth a combined $1.68B — down 28% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UMBF positions and 10 closed out — a net gain of 6 holders — while 52 added to existing stakes and 63 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $37.8M.
- 167 institutional investors held UMB Financial (UMBF) as of Q3 2014, up from 162 in Q2 2014.
- Funds reported $1.68B of UMB Financial stock for Q3 2014, down 28% quarter-over-quarter.
- 16 funds opened new UMB Financial positions in Q3 2014 and 10 closed out, a net change of +6 holders.
- The largest UMB Financial buyer in Q3 2014 was Fidelity Investments, an estimated $16.7M added.
- The largest UMB Financial seller in Q3 2014 was Bank of New York Mellon, an estimated $37.8M sold.
Based on aggregated 13F filings for Q3 2014.