UMB Financial
UMBF
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.
97% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 39
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
1% less funds holding
Funds holding: 172 → 171 (-1)
23% less capital invested
Capital invested by funds: $2.13B → $1.64B (-$485M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $301K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$261M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$50M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$9.6M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$44M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$23.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.2M |
| 5 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
176
Menta Capital
San Francisco,
California
| – | -$836K | -14,700 | Closed |
|
177
SG Americas Securities
New York
| – | -$608K | -10,683 | Closed |
|
178
Nomura Holdings
Tokyo,
Japan
| – | -$211K | -3,701 | Closed |
|
|
MCM
179
Manchester Capital Management
Manchester,
Vermont
| – | -$185K | -3,245 | Closed |
|
180
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$46K | -800 | Closed |
|
181
Group One Trading
Chicago,
Illinois
| – | -$33K | -588 | Closed |
|
|
BRWA
182
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$7 | -130 | Closed |
|
|
MCM
183
MV Capital Management
Bethesda,
Maryland
| – | -$5K | -90 | Closed |
|
|
BC
184
Bartlett & Co
Cincinnati,
Ohio
| – | -$4K | -65 | Closed |
|
UMBF Hedge Fund Activity: Q1 2015 in Review
171 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2015, worth a combined $1.64B — down 23% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UMBF positions and 13 closed out — a net gain of 2 holders — while 77 added to existing stakes and 39 trimmed.
The largest buyer was UMB Bank, adding an estimated $261M. The largest seller was Bank of New York Mellon, cutting an estimated $44M.
- 171 institutional investors held UMB Financial (UMBF) as of Q1 2015, down from 172 in Q4 2014.
- Funds reported $1.64B of UMB Financial stock for Q1 2015, down 23% quarter-over-quarter.
- 15 funds opened new UMB Financial positions in Q1 2015 and 13 closed out, a net change of +2 holders.
- The largest UMB Financial buyer in Q1 2015 was UMB Bank, an estimated $261M added.
- The largest UMB Financial seller in Q1 2015 was Bank of New York Mellon, an estimated $44M sold.
Based on aggregated 13F filings for Q1 2015.