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UMB Financial
UMBF

Overview Fund Activity

172 hedge funds and large institutions have $2.13B invested in UMB Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
25
Increased
52
Reduced
61
Closed
18
Calls
–
Puts
$57K
Net Calls
-$57K
Net Calls Change
-$646K

Top Buyers

1
UB
1
UMB Bank
Missouri
$375M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M
3
BFA
3
BlackRock Fund Advisors
California
$126M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$10.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$92.8M
2
TAM
2
Third Avenue Management
New York
$8.83M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$704K
5
RFC
5
Russell Frank Company
Washington
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$375M 658,787 +108,917 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M 2,930,861 +62,094 +2%
BFA
3
BlackRock Fund Advisors
California
$126M 2,208,693 +249,617 +13%
State Street
4
State Street
Massachusetts
$115M 2,024,047 -6,013 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M 1,983,192 +607,800 +44%
CIP
6
Champlain Investment Partners
Vermont
$93.3M 1,639,200 -6,080 -0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$92.8M 1,631,623 -380,513 -19%
Goldman Sachs
8
Goldman Sachs
New York
$65M 1,143,160 +21,507 +2%
WRF
9
Waddell & Reed Financial
Kansas
$64M 1,124,506 – –
KAM
10
Keeley Asset Management
Illinois
$60.6M 1,064,746 -16,750 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$54.7M 961,247 +118,197 +14%
Northern Trust
12
Northern Trust
Illinois
$53M 931,319 -13,144 -1%
VFA
13
Virtus Fund Advisers
Connecticut
$53M 931,131 +22,557 +2%
BIT
14
BlackRock Institutional Trust
California
$51.1M 898,235 -13,014 -1%
Invesco
15
Invesco
Georgia
$45.6M 801,789 +7,849 +1%
EAM
16
Eagle Asset Management
Florida
$45.3M 796,776 -5,310 -0.7%
Fisher Asset Management
17
Fisher Asset Management
Washington
$44.7M 785,830 -10,445 -1%
FHC
18
Forest Hill Capital
Arkansas
$38M 668,064 -12,554 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$31.5M 554,022 +3,135 +0.6%
BTW
20
Boston Trust Walden
Massachusetts
$26.1M 458,297 -22,602 -5%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$24.6M 432,680 – –
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$23.5M 413,365 -27,125 -6%
Wells Fargo
23
Wells Fargo
California
$21.1M 370,803 +13,559 +4%
RHJA
24
Rice Hall James & Associates
California
$20.1M 352,964 -8,447 -2%
RIM
25
RS Investment Management
California
$18.2M 319,056 +11 +0%
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