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UMB Financial
UMBF

Overview Fund Activity

209 hedge funds and large institutions have $3.12B invested in UMB Financial in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-11
Holders Change %
-5%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
92
Reduced
74
Closed
31
Calls
$22K
Puts
$1.35M
Net Calls
-$1.33M
Net Calls Change
-$1.15M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18M
2
EAM
Eagle Asset Management
Florida
+$14.8M
3
CC
Carlson Capital
Texas
+$14M
4
HAM
Hillcrest Asset Management
Texas
+$11.5M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$8.57M
4
WRF
Waddell & Reed Financial
Kansas
-$5.52M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$433M -$47.7K -637 -0%
BlackRock
2
BlackRock
New York
$349M -$1.41M -18,772 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$313M +$6.01M +80,269 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$264M -$4.56M -60,966 -2%
State Street
5
State Street
Massachusetts
$156M -$12.8M -170,662 -8%
Victory Capital Management
6
Victory Capital Management
Texas
$95.4M +$7.62M +101,817 +9%
Northern Trust
7
Northern Trust
Illinois
$94M +$1.45M +19,397 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$84.2M -$12M -159,721 -12%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$81.2M -$8.57M -114,471 -10%
American Century Companies
10
American Century Companies
Missouri
$75.9M -$3.74M -49,969 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$74M +$3.95M +52,788 +6%
Wells Fargo
12
Wells Fargo
California
$62.6M +$8.18M +109,279 +15%
EAM
13
Eagle Asset Management
Florida
$59.1M +$14.8M +198,343 +34%
CIP
14
Champlain Investment Partners
Vermont
$58.5M +$1.22M +16,298 +2%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$55.4M +$18M +240,575 +48%
Fisher Asset Management
16
Fisher Asset Management
Washington
$50.9M -$1.26M -16,840 -2%
Ameriprise
17
Ameriprise
Minnesota
$45.9M -$5.5M -73,415 -11%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$42.2M +$2.02M +26,996 +5%
KTA
19
Keeley-Teton Advisors
Illinois
$33.3M -$1.62M -21,650 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$29.4M +$1.7M +22,752 +6%
Norges Bank
21
Norges Bank
Norway
$28.5M +$1.01M +13,450 +4%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$27M -$89.8K -1,200 -0.3%
BTW
23
Boston Trust Walden
Massachusetts
$25.5M -$5.22M -69,779 -17%
SAM
24
Skyline Asset Management
Illinois
$19.6M -$2.18M -29,100 -10%
RHJA
25
Rice Hall James & Associates
California
$19.6M +$41.5K +554 +0.2%
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