UMB Financial
UMBF
163 hedge funds and large institutions have $2.35B invested in UMB Financial in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 11 closing their positions.
1,078% more call options, than puts
Call options by funds: $742K | Put options by funds: $63K
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
4% more funds holding
Funds holding: 157 → 163 (+6)
9% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 53
1% more capital invested
Capital invested by funds: $2.33B → $2.35B (+$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$36M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$16.8M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$14.9M |
| 4 |
Bank of New York Mellon
New York
|
+$12.9M |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$56.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$11.1M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$8.11M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.98M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$5.69M |
UMBF Hedge Fund Activity: Q2 2014 in Review
163 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2014, worth a combined $2.35B — up 0.75% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UMBF positions and 11 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $36M. The largest seller was Suntrust Banks, cutting an estimated $56.7M.
- 163 institutional investors held UMB Financial (UMBF) as of Q2 2014, up from 157 in Q1 2014.
- Funds reported $2.35B of UMB Financial stock for Q2 2014, up 0.75% quarter-over-quarter.
- 17 funds opened new UMB Financial positions in Q2 2014 and 11 closed out, a net change of +6 holders.
- The largest UMB Financial buyer in Q2 2014 was Fisher Asset Management, an estimated $36M added.
- The largest UMB Financial seller in Q2 2014 was Suntrust Banks, an estimated $56.7M sold.
Based on aggregated 13F filings for Q2 2014.