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UMB Financial
UMBF

Overview Fund Activity

170 hedge funds and large institutions have $1.8B invested in UMB Financial in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+3
Holders Change %
+1.8%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
19
Increased
65
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.7M
2
Millennium Management
Millennium Management
New York
$9.51M
3
Ameriprise
Ameriprise
Minnesota
$18.2M
4
BFA
BlackRock Fund Advisors
California
$124M
5
American Century Companies
American Century Companies
Missouri
$40M

Top Sellers

1
State Street
State Street
Massachusetts
$54.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$140M
3
FHC
Forest Hill Capital
Arkansas
$0
4
BTW
Boston Trust Walden
Massachusetts
$20.4M
5
UB
UMB Bank
Missouri
$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$297M -$4.38M -94,153 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$4.18M +89,817 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$140M -$15.6M -335,801 -10%
BFA
4
BlackRock Fund Advisors
California
$124M +$8.52M +183,099 +7%
CIP
5
Champlain Investment Partners
Vermont
$84.1M -$2.88M -61,913 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$63.5M +$2.99M +64,130 +5%
State Street
7
State Street
Massachusetts
$54.2M -$48.6M -1,043,070 -47%
KAM
8
Keeley Asset Management
Illinois
$51.1M +$4.84M +103,957 +10%
RIM
9
RS Investment Management
California
$50.4M +$7.71M +165,715 +18%
WRF
10
Waddell & Reed Financial
Kansas
$49.8M -$913K -19,618 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$49.8M +$1.61M +34,678 +3%
Northern Trust
12
Northern Trust
Illinois
$47.2M -$575K -12,358 -1%
BIT
13
BlackRock Institutional Trust
California
$46.6M +$968K +20,789 +2%
Goldman Sachs
14
Goldman Sachs
New York
$41M -$1.97M -42,407 -5%
American Century Companies
15
American Century Companies
Missouri
$40M +$7.9M +169,763 +25%
VFA
16
Virtus Fund Advisers
Connecticut
$38.8M -$1.13M -24,051 -3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$34.9M +$52.9K +1,136 +0.2%
Wells Fargo
18
Wells Fargo
California
$31.8M +$3.23M +69,427 +11%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$30.7M +$17.9M +384,878 +140%
EAM
20
Eagle Asset Management
Florida
$22M -$1.81M -38,912 -8%
BTW
21
Boston Trust Walden
Massachusetts
$20.4M -$5.11M -109,811 -20%
NRECA
22
National Rural Electric Cooperative Association
Virginia
$20.1M – – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$19.3M +$25.6K +550 +0.1%
Ameriprise
24
Ameriprise
Minnesota
$18.2M +$9.06M +194,518 +99%
RHJA
25
Rice Hall James & Associates
California
$16.2M -$203K -4,352 -1%
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