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UMB Financial

156 hedge funds and large institutions have $2.33B invested in UMB Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
4.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
9
Increased
51
Reduced
59
Closed
16
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1
UMB Bank
Missouri
$363M +$222M +343,691 +158%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$3.05M +47,203 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$159M +$11.4M +176,386 +8%
BFA
4
BlackRock Fund Advisors
California
$135M -$275K -4,254 -0.2%
State Street
5
State Street
Massachusetts
$130M +$42.5M +657,637 +49%
CIP
6
Champlain Investment Partners
Vermont
$104M -$1.59M -24,550 -2%
WRF
7
Waddell & Reed Financial
Kansas
$84.8M -$1.63M -25,120 -2%
Goldman Sachs
8
Goldman Sachs
New York
$74.1M -$5.45M -84,196 -7%
SB
9
Suntrust Banks
Georgia
$65.3M +$6.54M +101,058 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$64.1M +$1.14M +17,600 +2%
KAM
11
Keeley Asset Management
Illinois
$63.2M +$256K +3,961 +0.4%
Northern Trust
12
Northern Trust
Illinois
$62.4M -$1.44M -22,207 -2%
BIT
13
BlackRock Institutional Trust
California
$62.4M +$823K +12,727 +1%
Invesco
14
Invesco
Georgia
$53.4M +$326K +5,045 +0.6%
EAM
15
Eagle Asset Management
Florida
$52.9M -$1.87M -28,881 -3%
BTW
16
Boston Trust Walden
Massachusetts
$51.1M -$1.19M -18,369 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$44.4M +$1.4M +21,587 +3%
FHC
18
Forest Hill Capital
Arkansas
$43.5M
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$41.6M -$5.4M -83,500 -11%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$35.5M +$297K +4,588 +0.8%
TAM
21
Third Avenue Management
New York
$32.6M +$6.74M +104,211 +26%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$28.7M +$381K +5,890 +1%
NRECA
23
National Rural Electric Cooperative Association
Virginia
$28M
Wells Fargo
24
Wells Fargo
California
$20.9M +$53.8K +832 +0.3%
RHJA
25
Rice Hall James & Associates
California
$20.6M -$857K -13,248 -4%