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UMB Financial
UMBF

Overview Fund Activity

165 hedge funds and large institutions have $2.12B invested in UMB Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
4.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
21
Increased
71
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$44.6M
4
SAM
Skyline Asset Management
Illinois
+$13.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.4M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$49.8M
2
CIP
Champlain Investment Partners
Vermont
-$18.6M
3
Goldman Sachs
Goldman Sachs
New York
-$18.4M
4
Millennium Management
Millennium Management
New York
-$9.79M
5
Wells Fargo
Wells Fargo
California
-$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$333M +$3.71M +71,782 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$204M +$48.5M +939,510 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$181M +$10.7M +206,279 +6%
BFA
4
BlackRock Fund Advisors
California
$138M +$619K +11,991 +0.4%
American Century Companies
5
American Century Companies
Missouri
$113M +$69M +1,336,609 +155%
CIP
6
Champlain Investment Partners
Vermont
$74.7M -$18.6M -359,860 -20%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$74.1M +$3.66M +70,824 +5%
State Street
8
State Street
Massachusetts
$67.9M +$7.75M +150,084 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.6M +$12.4M +240,160 +22%
KAM
10
Keeley Asset Management
Illinois
$62.4M +$5.75M +111,325 +10%
RIM
11
RS Investment Management
California
$55.1M -$750K -14,532 -1%
BIT
12
BlackRock Institutional Trust
California
$52.8M +$1.2M +23,328 +2%
Northern Trust
13
Northern Trust
Illinois
$51.7M -$649K -12,574 -1%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$44.6M +$44.6M +862,938 New
VFA
15
Virtus Fund Advisers
Connecticut
$44.3M +$1.31M +25,190 +3%
Fisher Asset Management
16
Fisher Asset Management
Washington
$37.8M -$650K -12,666 -2%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$37.1M +$3.07M +59,473 +9%
BTW
18
Boston Trust Walden
Massachusetts
$30.7M +$8.04M +155,718 +35%
Wells Fargo
19
Wells Fargo
California
$27.9M -$7.41M -143,539 -21%
Goldman Sachs
20
Goldman Sachs
New York
$27.1M -$18.4M -356,316 -40%
Ameriprise
21
Ameriprise
Minnesota
$24.1M +$3.93M +76,209 +20%
EAM
22
Eagle Asset Management
Florida
$21.9M -$2.49M -48,172 -10%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$21.6M +$204K +3,957 +1%
RFC
24
Russell Frank Company
Washington
$18.5M +$5.47M +105,996 +42%
RHJA
25
Rice Hall James & Associates
California
$18M -$56.6K -1,097 -0.3%
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