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UMB Financial

220 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
33
Increased
89
Reduced
71
Closed
29
Calls
Puts
$173K
Net Calls
-$173K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1
UMB Bank
Missouri
$435M -$5.18M -68,804 -1%
BlackRock
2
BlackRock
New York
$353M +$351M +4,656,532 +17,367%
Vanguard Group
3
Vanguard Group
Pennsylvania
$308M +$32.6M +432,314 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$270M -$6.47M -85,900 -2%
State Street
5
State Street
Massachusetts
$169M +$33M +438,798 +24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$96.7M -$9.79M -130,014 -9%
Northern Trust
7
Northern Trust
Illinois
$93.1M +$1.02M +13,542 +1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.3M -$4.48M -59,455 -5%
Victory Capital Management
9
Victory Capital Management
Texas
$88.3M +$11.7M +155,698 +15%
American Century Companies
10
American Century Companies
Missouri
$80.1M -$27.1M -360,371 -25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$70.5M -$352K -4,675 -0.5%
CIP
12
Champlain Investment Partners
Vermont
$57.6M -$6.21M -82,485 -10%
Wells Fargo
13
Wells Fargo
California
$54.7M +$6.17M +81,950 +13%
Fisher Asset Management
14
Fisher Asset Management
Washington
$52.4M -$1.72M -22,784 -3%
Ameriprise
15
Ameriprise
Minnesota
$51.7M -$201K -2,669 -0.4%
EAM
16
Eagle Asset Management
Florida
$44.5M +$4.45M +59,031 +11%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$40.4M -$116K -1,546 -0.3%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$37.6M +$37.6M +499,325 New
KTA
19
Keeley-Teton Advisors
Illinois
$35.1M +$35.1M +466,535 New
BTW
20
Boston Trust Walden
Massachusetts
$30.9M -$3.02M -40,149 -9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$27.9M +$1.77M +23,461 +7%
Norges Bank
22
Norges Bank
Norway
$27.7M +$4.13M +54,883 +18%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$27.2M -$2.57M -34,113 -9%
SAM
24
Skyline Asset Management
Illinois
$21.9M -$1.51M -20,100 -6%
Goldman Sachs
25
Goldman Sachs
New York
$20.3M +$4.26M +56,625 +27%