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UMB Financial
UMBF

Overview Fund Activity

195 hedge funds and large institutions have $3.11B invested in UMB Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-14
Holders Change %
-6.7%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
79
Reduced
66
Closed
23
Calls
–
Puts
$536K
Net Calls
-$536K
Net Calls Change
+$789K

Top Buyers

1
NI
Nuance Investments
Missouri
$41M
2
Wells Fargo
Wells Fargo
California
$71.1M
3
BlackRock
BlackRock
New York
$353M
4
CIP
Champlain Investment Partners
Vermont
$63.4M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.1M

Top Sellers

1
CC
Carlson Capital
Texas
$0
2
CEP
Chicago Equity Partners
Illinois
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.63M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$430M -$421K -5,653 -0.1%
BlackRock
2
BlackRock
New York
$353M +$5.64M +75,661 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$315M +$3.92M +52,567 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$258M -$4.69M -63,004 -2%
State Street
5
State Street
Massachusetts
$157M +$2.29M +30,680 +1%
Northern Trust
6
Northern Trust
Illinois
$93.1M -$416K -5,589 -0.4%
Victory Capital Management
7
Victory Capital Management
Texas
$91.3M -$3.69M -49,548 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$82M -$1.78M -23,885 -2%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M -$2.88M -38,598 -4%
American Century Companies
10
American Century Companies
Missouri
$75.9M +$367K +4,926 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$72.5M -$1.16M -15,580 -2%
Wells Fargo
12
Wells Fargo
California
$71.1M +$8.86M +118,896 +14%
CIP
13
Champlain Investment Partners
Vermont
$63.4M +$5.21M +69,972 +9%
EAM
14
Eagle Asset Management
Florida
$58.5M -$803K -10,686 -1%
Fisher Asset Management
15
Fisher Asset Management
Washington
$50.2M -$409K -5,486 -0.8%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$50M -$5.13M -68,930 -9%
Ameriprise
17
Ameriprise
Minnesota
$46.8M +$1.12M +15,010 +2%
NI
18
Nuance Investments
Missouri
$41M +$37.9M +508,722 +1,228%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$35.9M -$5.95M -79,985 -14%
KTA
20
Keeley-Teton Advisors
Illinois
$31.6M -$1.51M -20,229 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$30.6M +$1.3M +17,483 +4%
Norges Bank
22
Norges Bank
Norway
$28.4M – – –
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$27.2M +$340K +4,560 +1%
BTW
24
Boston Trust Walden
Massachusetts
$25.1M -$270K -3,619 -1%
SAM
25
Skyline Asset Management
Illinois
$21M +$1.44M +19,300 +7%
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