UMB Financial
UMBF
170 hedge funds and large institutions have $1.8B invested in UMB Financial in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 15 closing their positions.
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
2% more funds holding
Funds holding: 167 → 170 (+3)
9% less capital invested
Capital invested by funds: $1.98B → $1.8B (-$178M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$19.4M |
| 2 |
Millennium Management
New York
|
+$9.89M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.82M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.24M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$52.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$17M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$12.3M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$5.54M |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$4.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
176
Trexquant Investment
Stamford,
Connecticut
| – | -$255K | -5,025 | Closed |
|
177
AQR Capital Management
Greenwich,
Connecticut
| – | -$213K | -4,200 | Closed |
|
|
AB
178
Amalgamated Bank
New York
| – | -$209K | -4,107 | Closed |
|
179
Barclays
London,
United Kingdom
| – | -$32K | -638 | Closed |
|
|
MMG
180
Monetary Management Group
St Louis,
Missouri
| – | -$30K | -600 | Closed |
|
|
SIM
181
Sonora Investment Management
Tucson,
Arizona
| – | -$16K | -328 | Closed |
|
|
W
182
Wealthfront
Palo Alto,
California
| – | -$16K | -307 | Closed |
|
|
TC
183
Trust Company
Manhattan,
Kansas
| – | -$10K | -200 | Closed |
|
|
FPFS
184
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -10 | Closed |
|
UMBF Hedge Fund Activity: Q4 2015 in Review
170 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2015, worth a combined $1.8B — down 9% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UMBF positions and 15 closed out — a net gain of 4 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $19.4M. The largest seller was State Street, cutting an estimated $52.7M.
- 170 institutional investors held UMB Financial (UMBF) as of Q4 2015, up from 167 in Q3 2015.
- Funds reported $1.8B of UMB Financial stock for Q4 2015, down 9% quarter-over-quarter.
- 19 funds opened new UMB Financial positions in Q4 2015 and 15 closed out, a net change of +4 holders.
- The largest UMB Financial buyer in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $19.4M added.
- The largest UMB Financial seller in Q4 2015 was State Street, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2015.