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UMB Financial
UMBF

Overview Fund Activity

166 hedge funds and large institutions have $1.92B invested in UMB Financial in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 21 closing their positions.

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
Increased
69
Reduced
52
Closed
21
Calls
$399K
Puts
$206K
Net Calls
+$193K
Net Calls Change
-$243K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$146M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$46.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$176M
4
WRF
4
Waddell & Reed Financial
Kansas
$85.9M
5
State Street
5
State Street
Massachusetts
$86.8M

Top Sellers

1
HHC
1
Hutchin Hill Capital
New York
$0
2
NPIC
2
Neumeier Poma Investment Counsel
California
$12.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$28.1M
4
PP
4
PDT Partners
New York
$1.82M
5
TA
5
Teachers Advisors
New York
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$176M 2,731,258 +162,984 +6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$146M 2,275,044 +696,605 +44%
BFA
3
BlackRock Fund Advisors
California
$135M 2,094,007 +62,864 +3%
CIP
4
Champlain Investment Partners
Vermont
$105M 1,625,955 -45,195 -3%
State Street
5
State Street
Massachusetts
$86.8M 1,350,713 +118,602 +10%
WRF
6
Waddell & Reed Financial
Kansas
$85.9M 1,336,446 +162,906 +14%
Goldman Sachs
7
Goldman Sachs
New York
$79.1M 1,229,831 +33,027 +3%
Northern Trust
8
Northern Trust
Illinois
$63.5M 987,319 +30,043 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$62.6M 973,192 +74,200 +8%
KAM
10
Keeley Asset Management
Illinois
$62.5M 973,015 +83,020 +9%
BIT
11
BlackRock Institutional Trust
California
$61.2M 952,379 +77,364 +9%
SB
12
Suntrust Banks
Georgia
$58.4M 908,265 -62,680 -6%
EAM
13
Eagle Asset Management
Florida
$54.6M 846,322 +24,208 +3%
Invesco
14
Invesco
Georgia
$52.8M 820,627 +11,445 +1%
BTW
15
Boston Trust Walden
Massachusetts
$52M 808,734 -57,202 -7%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$46.7M 726,700 +242,291 +50%
FHC
17
Forest Hill Capital
Arkansas
$43.2M 672,411 +5,429 +0.8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$42.7M 664,961 +26,006 +4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$35M 544,857 -3,917 -0.7%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$28.1M 437,225 -74,650 -15%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$27.8M 432,680 – –
TAM
22
Third Avenue Management
New York
$25.7M 399,649 +17,849 +5%
RHJA
23
Rice Hall James & Associates
California
$21.3M 331,462 +75,506 +29%
Wells Fargo
24
Wells Fargo
California
$20.7M 322,492 -41,436 -11%
Norges Bank
25
Norges Bank
Norway
$18.1M 281,727 – –
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