UMB Financial
UMBF
164 hedge funds and large institutions have $1.7B invested in UMB Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 38 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
113% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 38
42% more call options, than puts
Call options by funds: $1.47M | Put options by funds: $1.03M
14% more capital invested
Capital invested by funds: $1.5B → $1.7B (+$204M)
9% more funds holding
Funds holding: 151 → 164 (+13)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$73M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$44M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$22.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 5 |
TAM
Third Avenue Management
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$14.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.53M |
| 3 |
TA
Teachers Advisors
New York
|
-$6.1M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$3.59M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.57M |
UMBF Hedge Fund Activity: Q3 2013 in Review
164 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2013, worth a combined $1.7B — up 14% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UMBF positions and 7 closed out — a net gain of 15 holders — while 81 added to existing stakes and 38 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $73M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.7M.
- 164 institutional investors held UMB Financial (UMBF) as of Q3 2013, up from 151 in Q2 2013.
- Funds reported $1.7B of UMB Financial stock for Q3 2013, up 14% quarter-over-quarter.
- 22 funds opened new UMB Financial positions in Q3 2013 and 7 closed out, a net change of +15 holders.
- The largest UMB Financial buyer in Q3 2013 was Bank of New York Mellon, an estimated $73M added.
- The largest UMB Financial seller in Q3 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2013.