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UMB Financial

162 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.

New
Increased
Maintained
Reduced
Closed

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: 46 (+2)

4% more funds holding

Funds holding: 156162 (+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 (+$19.1M)

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
17
Increased
58
Reduced
53
Closed
11
Calls
$742K
Puts
$63K
Net Calls
+$679K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
1
UMB Bank
Missouri
$355M -$55.9K -937 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$3.37M +56,560 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M +$12.9M +215,693 +9%
BFA
4
BlackRock Fund Advisors
California
$128M -$4.58M -76,831 -4%
State Street
5
State Street
Massachusetts
$126M -$1.35M -22,724 -1%
CIP
6
Champlain Investment Partners
Vermont
$104M +$2.61M +43,810 +3%
Goldman Sachs
7
Goldman Sachs
New York
$74M +$1.25M +21,005 +2%
WRF
8
Waddell & Reed Financial
Kansas
$71.3M -$11.1M -186,360 -14%
KAM
9
Keeley Asset Management
Illinois
$69M +$6.64M +111,300 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$68.9M +$5.7M +95,663 +10%
BIT
11
BlackRock Institutional Trust
California
$60.7M -$494K -8,287 -0.9%
Northern Trust
12
Northern Trust
Illinois
$60.1M -$994K -16,680 -2%
VFA
13
Virtus Fund Advisers
Connecticut
$58M +$54.5M +914,520 New
EAM
14
Eagle Asset Management
Florida
$51.3M -$466K -7,809 -1%
Invesco
15
Invesco
Georgia
$50.6M -$1.62M -27,214 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$48.2M +$4.4M +73,783 +11%
BTW
17
Boston Trust Walden
Massachusetts
$45.9M -$3.94M -66,028 -8%
FHC
18
Forest Hill Capital
Arkansas
$42.6M +$15.6K +261 +0%
Fisher Asset Management
19
Fisher Asset Management
Washington
$38.2M +$36M +603,215 New
JP Morgan Chase
20
JP Morgan Chase
New York
$36.1M +$1.18M +19,752 +4%
Norges Bank
21
Norges Bank
Norway
$35.7M +$16.8M +281,727 +100%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$32.3M -$7.98M -133,800 -21%
TAM
23
Third Avenue Management
New York
$30.8M -$1.08M -18,165 -4%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$27.9M -$209K -3,500 -0.8%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$27.4M

UMBF Hedge Fund Activity: Q2 2014 in Review

162 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2014, worth a combined $2.35B — up 0.82% 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.

  • 162 institutional investors held UMB Financial (UMBF) as of Q2 2014, up from 156 in Q1 2014.
  • Funds reported $2.35B of UMB Financial stock for Q2 2014, up 0.82% 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.