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UMB Financial
UMBF

Overview Fund Activity

208 hedge funds and large institutions have $3.02B invested in UMB Financial in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 16 closing their positions.

Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
74
Reduced
74
Closed
16
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$1.01M

Top Buyers

1
State Street
1
State Street
Massachusetts
$169M
2
CIP
2
Champlain Investment Partners
Vermont
$77.2M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$23.5M
4
Millennium Management
4
Millennium Management
New York
$12.6M
5
American Century Companies
5
American Century Companies
Missouri
$78.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.2M
2
SI
2
Sapience Investments
California
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
KTA
4
Keeley-Teton Advisors
Illinois
$24.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$414M 5,754,227 -19,588 -0.3%
BlackRock
2
BlackRock
New York
$339M 4,717,738 -22,495 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M 4,246,280 +18,699 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$249M 3,464,646 +6,407 +0.2%
State Street
5
State Street
Massachusetts
$169M 2,355,561 +245,031 +12%
Victory Capital Management
6
Victory Capital Management
Texas
$92.4M 1,284,517 +59,467 +5%
Northern Trust
7
Northern Trust
Illinois
$87.7M 1,218,871 -30,846 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$82.9M 1,152,942 +51,879 +5%
American Century Companies
9
American Century Companies
Missouri
$78.5M 1,092,091 +72,988 +7%
CIP
10
Champlain Investment Partners
Vermont
$77.2M 1,073,955 +222,205 +26%
Wells Fargo
11
Wells Fargo
California
$72.7M 1,011,025 +56,517 +6%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$72.4M 1,006,125 -39,345 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$61.2M 850,372 -122,842 -13%
EAM
14
Eagle Asset Management
Florida
$56M 777,356 -1,101 -0.1%
Fisher Asset Management
15
Fisher Asset Management
Washington
$47.1M 654,552 -19,485 -3%
Ameriprise
16
Ameriprise
Minnesota
$45.1M 626,891 -1,780 -0.3%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$44.9M 624,873 -46,097 -7%
NI
18
Nuance Investments
Missouri
$43.7M 607,523 +57,365 +10%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$37.9M 527,537 +44,421 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$30.4M 422,435 +12,220 +3%
Norges Bank
21
Norges Bank
Norway
$26.4M 366,602 -14,270 -4%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$25.8M 359,242 -5,573 -2%
KTA
23
Keeley-Teton Advisors
Illinois
$24.5M 340,230 -84,426 -20%
BTW
24
Boston Trust Walden
Massachusetts
$23.5M 326,583 -10,517 -3%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$23.5M 326,284 +123,672 +61%
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