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UMB Financial
UMBF

Overview Fund Activity

176 hedge funds and large institutions have $2.44B invested in UMB Financial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
74
Reduced
58
Closed
11
Calls
$428K
Puts
–
Net Calls
+$428K
Net Calls Change
+$428K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$41.3M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77M
3
BFA
BlackRock Fund Advisors
California
$191M
4
Ameriprise
Ameriprise
Minnesota
$45M
5
Vanguard Group
Vanguard Group
Pennsylvania
$224M

Top Sellers

1
CB
Commerce Bank
Missouri
$2.77M
2
Goldman Sachs
Goldman Sachs
New York
$8.44M
3
Millennium Management
Millennium Management
New York
$2.41M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$234M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$334M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$234M -$9.25M -155,571 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$224M +$6.83M +114,912 +3%
BFA
4
BlackRock Fund Advisors
California
$191M +$18.9M +317,833 +11%
American Century Companies
5
American Century Companies
Missouri
$151M -$7.21M -121,274 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$84.7M +$1.15M +19,316 +1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$77M +$26.3M +443,136 +52%
State Street
8
State Street
Massachusetts
$73.9M -$4.67M -78,586 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$65.7M -$6.52M -109,701 -9%
BIT
10
BlackRock Institutional Trust
California
$65.1M +$199K +3,347 +0.3%
Northern Trust
11
Northern Trust
Illinois
$63.7M +$1.18M +19,876 +2%
CIP
12
Champlain Investment Partners
Vermont
$62.8M -$2.8M -47,170 -4%
KAM
13
Keeley Asset Management
Illinois
$57.6M -$6.73M -113,205 -10%
VFA
14
Virtus Fund Advisers
Connecticut
$48.1M -$1.18M -19,800 -2%
Ameriprise
15
Ameriprise
Minnesota
$45M +$18M +302,800 +67%
Fisher Asset Management
16
Fisher Asset Management
Washington
$44.1M +$223K +3,757 +0.5%
Victory Capital Management
17
Victory Capital Management
Texas
$41.3M +$41.2M +692,254 +34,647%
Wells Fargo
18
Wells Fargo
California
$38.8M +$4.13M +69,490 +12%
BTW
19
Boston Trust Walden
Massachusetts
$34.3M -$861K -14,478 -2%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M -$7.42M -124,875 -20%
EAM
21
Eagle Asset Management
Florida
$26.3M +$4.3M +72,344 +20%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$24.9M +$581K +9,778 +2%
RHJA
23
Rice Hall James & Associates
California
$20.2M -$219K -3,684 -1%
Norges Bank
24
Norges Bank
Norway
$19.2M – – –
Principal Financial Group
25
Principal Financial Group
Iowa
$19.1M +$1.02M +17,163 +6%
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