UMB Financial
UMBF
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.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
50% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 48
11% more capital invested
Capital invested by funds: $1.64B → $1.82B (+$181M)
1% less funds holding
Funds holding: 171 → 169 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
34% less call options, than puts
Call options by funds: $279K | Put options by funds: $422K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$33.3M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
+$17.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$12.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$38.7M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
-$22.7M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$9.51M |
| 4 |
JP Morgan Chase
New York
|
-$8.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$8.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
176
Reliant Investment Management
Memphis,
Tennessee
| – | -$725K | -13,715 | Closed |
|
|
EGM
177
Engineers Gate Manager
New York
| – | -$664K | -12,556 | Closed |
|
|
VAM
178
Visium Asset Management
New York
| – | -$529K | -10,000 | Closed |
|
|
WB
179
WesBanco Bank
Wheeling,
West Virginia
| – | -$529K | -10,000 | Closed |
|
|
PP
180
PDT Partners
New York
| – | -$455K | -8,601 | Closed |
|
|
BIG
181
Blackthorn Investment Group
Overland Park,
Kansas
| – | -$370K | -7,000 | Closed |
|
|
FWM
182
Frontier Wealth Management
Kansas City,
Missouri
| – | -$342K | -6,475 | Closed |
|
|
YMRC
183
Yorktown Management & Research Company
Forest,
Virginia
| – | -$243K | -4,600 | Closed |
|
|
GMIM
184
General Motors Investment Management
New York
| – | -$233K | -4,401 | Closed |
|
185
Tudor Investment Corp
Stamford,
Connecticut
| – | -$202K | -3,821 | Closed |
|
|
QT
186
Quantbot Technologies
New York
| – | -$55K | -1,058 | Closed |
|
|
PSUF
187
People's United Financial
Bridgeport,
Connecticut
| – | -$1K | -17 | Closed |
|
UMBF Hedge Fund Activity: Q2 2015 in Review
169 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2015, worth a combined $1.82B — up 11% from $1.64B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of UMBF and 16 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 72 added.
The largest buyer was American Century Companies, opening a new position worth an estimated $33.3M. The largest seller was Invesco, cutting an estimated $38.7M.
- 169 institutional investors held UMB Financial (UMBF) as of Q2 2015, down from 171 in Q1 2015.
- Funds reported $1.82B of UMB Financial stock for Q2 2015, up 11% quarter-over-quarter.
- 16 funds opened new UMB Financial positions in Q2 2015 and 18 closed out, a net change of -2 holders.
- The largest UMB Financial buyer in Q2 2015 was American Century Companies, an estimated $33.3M added.
- The largest UMB Financial seller in Q2 2015 was Invesco, an estimated $38.7M sold.
Based on aggregated 13F filings for Q2 2015.