UMBF icon

UMB Financial
UMBF

Overview Fund Activity

164 hedge funds and large institutions have $1.56B 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.

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
22
Increased
81
Reduced
38
Closed
7
Calls
$1.47M
Puts
$1.03M
Net Calls
+$436K
Net Calls Change
+$170K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$85.8M
2
Invesco
2
Invesco
Georgia
$44M
3
BFA
3
BlackRock Fund Advisors
California
$110M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$140M
5
TAM
5
Third Avenue Management
New York
$20.7M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.9M
3
TA
3
Teachers Advisors
New York
$6.38M
4
CIP
4
Champlain Investment Partners
Vermont
$90.8M
5
RFC
5
Russell Frank Company
Washington
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$140M 2,568,274 +269,073 +12%
BFA
2
BlackRock Fund Advisors
California
$110M 2,031,143 +382,224 +23%
CIP
3
Champlain Investment Partners
Vermont
$90.8M 1,671,150 -61,615 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$85.8M 1,578,439 +1,252,357 +384%
State Street
5
State Street
Massachusetts
$67M 1,232,111 +192,833 +19%
Goldman Sachs
6
Goldman Sachs
New York
$65M 1,196,804 +23,214 +2%
WRF
7
Waddell & Reed Financial
Kansas
$63.8M 1,173,540 +45,400 +4%
SB
8
Suntrust Banks
Georgia
$52.8M 970,945 +42,545 +5%
Northern Trust
9
Northern Trust
Illinois
$52M 957,276 +50,319 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$48.9M 898,992 -111,878 -11%
KAM
11
Keeley Asset Management
Illinois
$48.4M 889,995 +215,110 +32%
BIT
12
BlackRock Institutional Trust
California
$47.5M 875,015 +4,131 +0.5%
BTW
13
Boston Trust Walden
Massachusetts
$47.1M 865,936 +21,888 +3%
EAM
14
Eagle Asset Management
Florida
$44.4M 822,114 -320 -0%
Invesco
15
Invesco
Georgia
$44M 809,182 +755,171 +1,398%
FHC
16
Forest Hill Capital
Arkansas
$36.2M 666,982 +97,117 +17%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$34.7M 638,955 +24,436 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$29.8M 548,774 +206,959 +61%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$27.8M 511,875 +117,925 +30%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$26.3M 484,409 +231,851 +92%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$23.5M 432,680 – –
TAM
22
Third Avenue Management
New York
$20.7M 381,800 +251,414 +193%
Wells Fargo
23
Wells Fargo
California
$19.8M 363,928 -14,875 -4%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M 296,925 -252,257 -46%
Norges Bank
25
Norges Bank
Norway
$15.3M 281,727 – –
1
2 3 4 5