UMBF icon

UMB Financial
UMBF

Overview Fund Activity

167 hedge funds and large institutions have $1.68B invested in UMB Financial in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
16
Increased
52
Reduced
63
Closed
10
Calls
$862K
Puts
$273K
Net Calls
+$589K
Net Calls Change
-$90K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$75M
2
Fisher Asset Management
Fisher Asset Management
Washington
$43.4M
3
OC
Oppenheimer & Co
New York
$6.71M
4
Marshall Wace
Marshall Wace
United Kingdom
$5.71M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$46M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$110M
2
Norges Bank
Norges Bank
Norway
$14M
3
BTW
Boston Trust Walden
Massachusetts
$26.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.3M
5
BFA
BlackRock Fund Advisors
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$156M +$1.84M +33,746 +1%
State Street
2
State Street
Massachusetts
$111M +$2.42M +44,434 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$110M -$35.7M -654,987 -25%
BFA
4
BlackRock Fund Advisors
California
$107M -$2.94M -53,846 -3%
CIP
5
Champlain Investment Partners
Vermont
$89.8M +$3.55K +65 +0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$75M +$15.8M +288,937 +27%
WRF
7
Waddell & Reed Financial
Kansas
$61.3M -$25.1K -460 -0%
Goldman Sachs
8
Goldman Sachs
New York
$61.2M -$2.45M -44,987 -4%
KAM
9
Keeley Asset Management
Illinois
$59M -$370K -6,780 -0.6%
Northern Trust
10
Northern Trust
Illinois
$51.5M -$217K -3,969 -0.4%
BIT
11
BlackRock Institutional Trust
California
$49.7M -$2.49M -45,570 -5%
VFA
12
Virtus Fund Advisers
Connecticut
$49.6M -$324K -5,946 -0.7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$46M +$4.51M +82,719 +11%
EAM
14
Eagle Asset Management
Florida
$43.8M -$412K -7,546 -0.9%
Fisher Asset Management
15
Fisher Asset Management
Washington
$43.4M +$10.5M +193,060 +32%
Invesco
16
Invesco
Georgia
$43.3M -$246K -4,518 -0.6%
FHC
17
Forest Hill Capital
Arkansas
$37.1M +$433K +7,946 +1%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$30.1M -$999K -18,310 -3%
TAM
19
Third Avenue Management
New York
$26.5M – – –
BTW
20
Boston Trust Walden
Massachusetts
$26.2M -$13.3M -243,438 -34%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$24.3M -$3.52M -64,600 -13%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$24M +$47.7K +875 +0.2%
NRECA
23
National Rural Electric Cooperative Association
Virginia
$23.6M – – –
RHJA
24
Rice Hall James & Associates
California
$19.7M -$198K -3,627 -1%
Wells Fargo
25
Wells Fargo
California
$19.5M -$157K -2,885 -0.8%
1
2 3 4 5