UMB Financial
UMBF
168 hedge funds and large institutions have $1.98B invested in UMB Financial in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 10 closing their positions.
216% more call options, than puts
Call options by funds: $862K | Put options by funds: $273K
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
3% more funds holding
Funds holding: 163 → 168 (+5)
15% less capital invested
Capital invested by funds: $2.35B → $1.98B (-$361M)
16% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 63
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$11.1M |
| 3 |
OC
Oppenheimer & Co
New York
|
+$7.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$6.04M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$37.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$17.7M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$14.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.73M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.11M |
UMBF Hedge Fund Activity: Q3 2014 in Review
168 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2014, worth a combined $1.98B — down 15% from $2.35B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UMBF positions and 10 closed out — a net gain of 6 holders — while 53 added to existing stakes and 63 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $37.8M.
- 168 institutional investors held UMB Financial (UMBF) as of Q3 2014, up from 163 in Q2 2014.
- Funds reported $1.98B of UMB Financial stock for Q3 2014, down 15% quarter-over-quarter.
- 16 funds opened new UMB Financial positions in Q3 2014 and 10 closed out, a net change of +6 holders.
- The largest UMB Financial buyer in Q3 2014 was Fidelity Investments, an estimated $16.7M added.
- The largest UMB Financial seller in Q3 2014 was Bank of New York Mellon, an estimated $37.8M sold.
Based on aggregated 13F filings for Q3 2014.