UMBF icon

UMB Financial
UMBF

Overview Fund Activity

222 hedge funds and large institutions have $3.39B invested in UMB Financial in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
100
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$30.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$20M
3
BlackRock
BlackRock
New York
+$16.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$14.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.6M
2
UB
UMB Bank
Missouri
-$8.11M
3
Millennium Management
Millennium Management
New York
-$6.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.11M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$429M -$8.11M -106,428 -2%
BlackRock
2
BlackRock
New York
$385M +$16.8M +220,396 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$336M +$8.93M +117,143 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$194M -$35.6M -467,115 -16%
State Street
5
State Street
Massachusetts
$183M -$3.02M -39,654 -2%
American Century Companies
6
American Century Companies
Missouri
$149M +$30.6M +400,810 +26%
Victory Capital Management
7
Victory Capital Management
Texas
$97.9M -$10.3K -135 -0%
Northern Trust
8
Northern Trust
Illinois
$93.7M +$768K +10,081 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$90.8M +$420K +5,512 +0.5%
Wells Fargo
10
Wells Fargo
California
$82.5M +$1.36M +17,833 +2%
CIP
11
Champlain Investment Partners
Vermont
$82.2M -$2.48M -32,540 -3%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$71.1M -$5M -65,590 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$70.9M +$6.77M +88,848 +11%
EAM
14
Eagle Asset Management
Florida
$59.4M -$127K -1,668 -0.2%
Ameriprise
15
Ameriprise
Minnesota
$52.8M +$1.66M +21,752 +3%
CTA
16
Carillon Tower Advisers
Florida
$52.7M – – –
NI
17
Nuance Investments
Missouri
$48.8M +$1.54M +20,160 +3%
Fisher Asset Management
18
Fisher Asset Management
Washington
$46.4M -$2.8M -36,731 -6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$41.9M +$3.5M +45,958 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$36.2M +$3.46M +45,338 +11%
Norges Bank
21
Norges Bank
Norway
$30.4M +$1.31M +17,136 +4%
BTW
22
Boston Trust Walden
Massachusetts
$29.8M +$5.82M +76,313 +24%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$29M +$3.68M +48,291 +15%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$27.2M +$30.3K +398 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$26.7M +$6.84M +89,708 +34%
1
2 3 4 5