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UMB Financial
UMBF

Overview Fund Activity

230 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
82
Reduced
67
Closed
12
Calls
$239K
Puts
$268K
Net Calls
-$29K
Net Calls Change
-$504K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$33.8M
2
BlackRock
BlackRock
New York
+$8.05M
3
CEP
Chicago Equity Partners
Illinois
+$6.95M
4
State Street
State Street
Massachusetts
+$6.31M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$5.93M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.34M
4
ProShare Advisors
ProShare Advisors
Maryland
-$3.39M
5
MWNA
Marshall Wace North America
New York
-$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$416M -$1.03M -14,243 -0.2%
BlackRock
2
BlackRock
New York
$350M +$8.05M +111,197 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$310M +$2.91M +40,254 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$218M -$33M -455,729 -13%
State Street
5
State Street
Massachusetts
$177M +$6.31M +87,136 +4%
American Century Companies
6
American Century Companies
Missouri
$113M +$33.8M +467,006 +43%
Victory Capital Management
7
Victory Capital Management
Texas
$93M +$23.5K +325 +0%
Northern Trust
8
Northern Trust
Illinois
$88.2M -$4.05K -56 -0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$85.8M +$2.38M +32,859 +3%
CIP
10
Champlain Investment Partners
Vermont
$80.4M +$2.7M +37,335 +3%
Wells Fargo
11
Wells Fargo
California
$77M +$3.86M +53,314 +5%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$72.2M -$604K -8,338 -0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$60.9M -$665K -9,192 -1%
EAM
14
Eagle Asset Management
Florida
$56.5M +$222K +3,064 +0.4%
CTA
15
Carillon Tower Advisers
Florida
$48.9M – – –
Ameriprise
16
Ameriprise
Minnesota
$48.6M +$3.22M +44,425 +7%
Fisher Asset Management
17
Fisher Asset Management
Washington
$46.7M -$697K -9,625 -1%
NI
18
Nuance Investments
Missouri
$44.9M +$894K +12,351 +2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$36.5M -$1.7M -23,469 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$31.1M +$500K +6,913 +2%
Norges Bank
21
Norges Bank
Norway
$27.7M +$1.12M +15,500 +4%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$25.8M -$211K -2,918 -0.8%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$24M +$420K +5,801 +2%
KTA
24
Keeley-Teton Advisors
Illinois
$23.7M -$944K -13,039 -4%
BTW
25
Boston Trust Walden
Massachusetts
$22.8M -$842K -11,632 -4%
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