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UMB Financial
UMBF

Overview Fund Activity

171 hedge funds and large institutions have $1.64B invested in UMB Financial in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
15
Increased
77
Reduced
39
Closed
13
Calls
–
Puts
$301K
Net Calls
-$301K
Net Calls Change
-$244K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
2
Wells Fargo
Wells Fargo
California
$31.2M
3
CIP
Champlain Investment Partners
Vermont
$96.5M
4
PIM
Perkins Investment Management
Illinois
$8.57M
5
Renaissance Technologies
Renaissance Technologies
New York
$11.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$41.4M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
State Street
State Street
Massachusetts
$102M
5
NPIC
Neumeier Poma Investment Counsel
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$4.07M +76,933 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M +$51M +963,600 +49%
BFA
3
BlackRock Fund Advisors
California
$121M +$3.92M +74,059 +3%
State Street
4
State Street
Massachusetts
$102M -$5.3M -100,193 -5%
CIP
5
Champlain Investment Partners
Vermont
$96.5M +$9.79M +185,155 +11%
WRF
6
Waddell & Reed Financial
Kansas
$59.4M -$33.8K -640 -0.1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$57.8M +$7M +132,373 +14%
KAM
8
Keeley Asset Management
Illinois
$57.6M +$1.24M +23,499 +2%
Goldman Sachs
9
Goldman Sachs
New York
$57.4M -$3.08M -58,166 -5%
Northern Trust
10
Northern Trust
Illinois
$50.5M +$1.25M +23,652 +3%
BIT
11
BlackRock Institutional Trust
California
$50.2M +$2.67M +50,388 +6%
VFA
12
Virtus Fund Advisers
Connecticut
$46.3M -$2.96M -55,893 -6%
Invesco
13
Invesco
Georgia
$42.5M +$99.6K +1,884 +0.2%
EAM
14
Eagle Asset Management
Florida
$41.7M -$423K -7,989 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41.4M -$44.9M -849,308 -52%
Fisher Asset Management
16
Fisher Asset Management
Washington
$41.3M -$294K -5,550 -0.7%
FHC
17
Forest Hill Capital
Arkansas
$35.3M – – –
Wells Fargo
18
Wells Fargo
California
$31.2M +$11.6M +219,513 +59%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$29.6M +$323K +6,116 +1%
BTW
20
Boston Trust Walden
Massachusetts
$23.6M -$643K -12,152 -3%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$22.9M – – –
RHJA
22
Rice Hall James & Associates
California
$18.4M -$221K -4,184 -1%
RIM
23
RS Investment Management
California
$17.7M +$866K +16,371 +5%
Norges Bank
24
Norges Bank
Norway
$15.6M -$276K -5,217 -2%
CB
25
Commerce Bank
Missouri
$14.4M -$25.1K -474 -0.2%
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