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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
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
Shares
Change %
UB
1
UMB Bank
Missouri
$355M -$594K -937 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$3.59M +56,560 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$169M +$13.7M +215,693 +9%
BFA
4
BlackRock Fund Advisors
California
$128M -$4.87M -76,831 -4%
State Street
5
State Street
Massachusetts
$126M -$1.44M -22,724 -1%
CIP
6
Champlain Investment Partners
Vermont
$104M +$2.78M +43,810 +3%
Goldman Sachs
7
Goldman Sachs
New York
$74M +$1.33M +21,005 +2%
WRF
8
Waddell & Reed Financial
Kansas
$71.3M -$11.8M -186,360 -14%
KAM
9
Keeley Asset Management
Illinois
$69M +$7.06M +111,300 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$68.9M +$6.06M +95,663 +10%
BIT
11
BlackRock Institutional Trust
California
$60.7M -$525K -8,287 -0.9%
Northern Trust
12
Northern Trust
Illinois
$60.1M -$1.06M -16,680 -2%
VFA
13
Virtus Fund Advisers
Connecticut
$58M +$58M +914,520 New
EAM
14
Eagle Asset Management
Florida
$51.3M -$495K -7,809 -1%
Invesco
15
Invesco
Georgia
$50.6M -$1.73M -27,214 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$48.2M +$4.68M +73,783 +11%
BTW
17
Boston Trust Walden
Massachusetts
$45.9M -$4.19M -66,028 -8%
FHC
18
Forest Hill Capital
Arkansas
$42.6M +$16.5K +261 +0%
Fisher Asset Management
19
Fisher Asset Management
Washington
$38.2M +$38.2M +603,215 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$36.1M +$1.25M +19,752 +4%
Norges Bank
21
Norges Bank
Norway
$35.7M +$17.9M +281,727 +100%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$32.3M -$8.48M -133,800 -21%
TAM
23
Third Avenue Management
New York
$30.8M -$1.15M -18,165 -4%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$27.9M -$222K -3,500 -0.8%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$27.4M