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UMB Financial
UMBF

Overview Fund Activity

169 hedge funds and large institutions have $1.82B invested in UMB Financial in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
4.56%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
16
Increased
72
Reduced
48
Closed
18
Calls
$279K
Puts
$422K
Net Calls
-$143K
Net Calls Change
+$158K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$35.3M
2
RIM
2
RS Investment Management
California
$37.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M
4
State Street
4
State Street
Massachusetts
$123M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$179M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.8M
2
FHC
2
Forest Hill Capital
Arkansas
$28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
KCM
5
Kennedy Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M 3,248,292 +301,500 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M 3,146,376 +138,582 +5%
BFA
3
BlackRock Fund Advisors
California
$137M 2,399,094 +116,342 +5%
State Street
4
State Street
Massachusetts
$123M 2,161,332 +237,478 +12%
CIP
5
Champlain Investment Partners
Vermont
$105M 1,849,160 +24,805 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64.8M 1,136,580 +42,960 +4%
WRF
7
Waddell & Reed Financial
Kansas
$62.6M 1,098,396 -25,470 -2%
Goldman Sachs
8
Goldman Sachs
New York
$60.3M 1,057,881 -27,113 -2%
KAM
9
Keeley Asset Management
Illinois
$60.3M 1,057,565 -30,680 -3%
Northern Trust
10
Northern Trust
Illinois
$57M 1,000,103 +45,132 +5%
BIT
11
BlackRock Institutional Trust
California
$52.3M 918,027 -30,596 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$50.5M 886,261 +103,946 +13%
VFA
13
Virtus Fund Advisers
Connecticut
$48.4M 849,218 -26,020 -3%
EAM
14
Eagle Asset Management
Florida
$45.1M 791,654 +2,867 +0.4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$43.9M 769,330 -10,950 -1%
RIM
16
RS Investment Management
California
$37.7M 661,227 +325,800 +97%
American Century Companies
17
American Century Companies
Missouri
$35.3M 618,841 +618,841 New
Wells Fargo
18
Wells Fargo
California
$33.3M 584,406 -5,910 -1%
BTW
19
Boston Trust Walden
Massachusetts
$32.4M 568,407 +122,262 +27%
FHC
20
Forest Hill Capital
Arkansas
$28M 491,064 -177,000 -26%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$24.7M 432,680 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$23.1M 405,788 -154,350 -28%
RHJA
23
Rice Hall James & Associates
California
$20.1M 353,328 +4,548 +1%
Norges Bank
24
Norges Bank
Norway
$16.9M 295,643 – –
CB
25
Commerce Bank
Missouri
$15.5M 271,243 -75 -0%
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