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UMB Financial
UMBF

Overview Fund Activity

174 hedge funds and large institutions have $2.24B invested in UMB Financial in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
79
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$141M
2
BFA
BlackRock Fund Advisors
California
$154M
3
Millennium Management
Millennium Management
New York
$11M
4
Vanguard Group
Vanguard Group
Pennsylvania
$194M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$217M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$58.7M
2
Goldman Sachs
Goldman Sachs
New York
$18.3M
3
UB
UMB Bank
Missouri
$334M
4
KAM
Keeley Asset Management
Illinois
$57.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$334M -$9.45M -177,688 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$217M +$7.12M +133,795 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M +$7.3M +137,263 +4%
BFA
4
BlackRock Fund Advisors
California
$154M +$11.3M +213,027 +8%
American Century Companies
5
American Century Companies
Missouri
$141M +$24.3M +456,730 +21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$74.8M -$1.6M -30,149 -2%
State Street
7
State Street
Massachusetts
$70.3M +$388K +7,289 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$64.7M -$5.04M -94,662 -7%
CIP
9
Champlain Investment Partners
Vermont
$58.7M -$18.3M -343,350 -24%
BIT
10
BlackRock Institutional Trust
California
$58.1M +$3.64M +68,363 +7%
KAM
11
Keeley Asset Management
Illinois
$57.5M -$6.8M -127,833 -11%
Northern Trust
12
Northern Trust
Illinois
$55.9M +$2.67M +50,201 +5%
RIM
13
RS Investment Management
California
$54.7M -$2.11M -39,601 -4%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$45.3M -$606K -11,380 -1%
VFA
15
Virtus Fund Advisers
Connecticut
$43.3M -$1.43M -27,226 -3%
Fisher Asset Management
16
Fisher Asset Management
Washington
$40M +$64.2K +1,185 +0.2%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M -$4.55M -85,431 -12%
BTW
18
Boston Trust Walden
Massachusetts
$31.4M -$219K -4,122 -0.7%
Wells Fargo
19
Wells Fargo
California
$31M +$2.25M +42,274 +8%
Ameriprise
20
Ameriprise
Minnesota
$24.2M -$683K -12,842 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$21.8M -$541K -10,162 -2%
EAM
22
Eagle Asset Management
Florida
$19.6M -$2.95M -55,531 -13%
RHJA
23
Rice Hall James & Associates
California
$18.3M -$201K -3,771 -1%
Goldman Sachs
24
Goldman Sachs
New York
$18.3M -$9.68M -181,857 -35%
Norges Bank
25
Norges Bank
Norway
$18M +$3.45M +64,821 +24%
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