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UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.13B invested in UMB Financial in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+46
Holders Change %
+26.14%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
65
Reduced
72
Closed
11
Calls
$1.5M
Puts
$193K
Net Calls
+$1.31M
Net Calls Change
+$881K

Top Buyers

1
State Street
State Street
Massachusetts
$140M
2
Victory Capital Management
Victory Capital Management
Texas
$78.4M
3
BIT
BlackRock Institutional Trust
California
$106M
4
Morgan Stanley
Morgan Stanley
New York
$20.3M
5
Northern Trust
Northern Trust
Illinois
$94.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$110M
2
BFA
BlackRock Fund Advisors
California
$210M
3
UB
UMB Bank
Missouri
$451M
4
KAM
Keeley Asset Management
Illinois
$49.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$451M -$32.8M -425,294 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$283M -$20.1M -260,203 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$282M -$7.87M -102,003 -3%
BFA
4
BlackRock Fund Advisors
California
$210M -$37.5M -486,042 -15%
State Street
5
State Street
Massachusetts
$140M +$43.8M +568,469 +46%
American Century Companies
6
American Century Companies
Missouri
$110M -$85.4M -1,107,580 -44%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$109M -$737K -9,550 -0.7%
BIT
8
BlackRock Institutional Trust
California
$106M +$21.5M +278,574 +25%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$97M -$2.83M -36,700 -3%
Northern Trust
10
Northern Trust
Illinois
$94.3M +$11.7M +151,312 +14%
Victory Capital Management
11
Victory Capital Management
Texas
$78.4M +$24.9M +322,831 +47%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$72.5M -$12.7M -164,908 -15%
CIP
13
Champlain Investment Partners
Vermont
$65.4M -$16M -207,945 -20%
Fisher Asset Management
14
Fisher Asset Management
Washington
$55.5M -$1.71M -22,112 -3%
Ameriprise
15
Ameriprise
Minnesota
$53.2M -$5.16M -66,936 -9%
VFA
16
Virtus Fund Advisers
Connecticut
$50.2M -$12.3M -158,666 -20%
KAM
17
Keeley Asset Management
Illinois
$49.8M -$24.9M -322,480 -33%
Wells Fargo
18
Wells Fargo
California
$49.7M -$586K -7,597 -1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$41.5M +$9.17M +118,869 +28%
EAM
20
Eagle Asset Management
Florida
$41M +$6.96M +90,208 +20%
BTW
21
Boston Trust Walden
Massachusetts
$34.8M -$9.69M -125,660 -22%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$30.5M -$8.75M -113,424 -22%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$26.7M +$2.37M +30,789 +10%
RHJA
24
Rice Hall James & Associates
California
$25.7M -$542K -7,027 -2%
Norges Bank
25
Norges Bank
Norway
$24.1M -$2M -25,974 -8%
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