UMB Financial
UMBF
167 hedge funds and large institutions have $1.98B invested in UMB Financial in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 14 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 46
8% more capital invested
Capital invested by funds: $1.82B → $1.98B (+$153M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 169 → 167 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$63.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$14.5M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$13.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.63M |
| 5 |
Bank of New York Mellon
New York
|
+$7.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$14.8M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$13.3M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$13.1M |
| 4 |
Goldman Sachs
New York
|
-$7.08M |
| 5 |
AP
AHL Partners
London,
United Kingdom
|
-$5.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
176
Tower Research Capital (TRC)
New York
| – | -$105K | -1,845 | Closed |
|
|
HNB
177
Huntington National Bank
Columbus,
Ohio
| – | -$46K | -800 | Closed |
|
|
PCM
178
Prelude Capital Management
New York
| – | -$20K | -350 | Closed |
|
|
P
179
Palladiem
Bryn Mawr,
Pennsylvania
| – | -$8K | -133 | Closed |
|
180
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -53 | Closed |
|
|
DADC
181
D.A. Davidson & Co
Great Falls,
Montana
| – | -$475 | -9 | -43% |
|
UMBF Hedge Fund Activity: Q3 2015 in Review
167 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2015, worth a combined $1.98B — up 8.4% from $1.82B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UMBF and 13 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 81 added.
The largest buyer was UMB Bank, adding an estimated $63.9M. The largest seller was Eagle Asset Management, cutting an estimated $14.8M.
- 167 institutional investors held UMB Financial (UMBF) as of Q3 2015, down from 169 in Q2 2015.
- Funds reported $1.98B of UMB Financial stock for Q3 2015, up 8.4% quarter-over-quarter.
- 13 funds opened new UMB Financial positions in Q3 2015 and 14 closed out, a net change of -1 holder.
- The largest UMB Financial buyer in Q3 2015 was UMB Bank, an estimated $63.9M added.
- The largest UMB Financial seller in Q3 2015 was Eagle Asset Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2015.