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UMB Financial

211 hedge funds and large institutions have $3.14B invested in UMB Financial in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
83
Reduced
78
Closed
28
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
1
UMB Bank
Missouri
$399M -$669K -9,438 -0.2%
BlackRock
2
BlackRock
New York
$369M +$10.7M +151,345 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$317M +$5.18M +72,994 +2%
American Century Companies
4
American Century Companies
Missouri
$183M +$44.2M +623,116 +32%
State Street
5
State Street
Massachusetts
$169M -$1.44M -20,240 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$137M -$43.7M -616,437 -24%
CIP
7
Champlain Investment Partners
Vermont
$93M +$16.5M +233,265 +22%
Victory Capital Management
8
Victory Capital Management
Texas
$91M -$89.7K -1,265 -0.1%
Northern Trust
9
Northern Trust
Illinois
$86.4M -$722K -10,187 -0.8%
Wells Fargo
10
Wells Fargo
California
$85.6M +$8.9M +125,464 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$85.6M +$1.14M +16,029 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.5M +$2.55M +35,928 +4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$65.5M -$587K -8,279 -0.9%
EAM
14
Eagle Asset Management
Florida
$61.9M +$6.64M +93,613 +12%
NI
15
Nuance Investments
Missouri
$56.4M +$11M +155,454 +24%
Ameriprise
16
Ameriprise
Minnesota
$48.2M -$938K -13,234 -2%
CTA
17
Carillon Tower Advisers
Florida
$47.4M -$1.56M -22,065 -3%
Fisher Asset Management
18
Fisher Asset Management
Washington
$37.6M -$5.57M -78,540 -13%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$37.1M -$1.87M -26,382 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$36.6M +$2.9M +40,908 +9%
Norges Bank
21
Norges Bank
Norway
$34.8M +$6.48M +91,442 +23%
Invesco
22
Invesco
Georgia
$28.6M +$15.2M +214,638 +114%
BTW
23
Boston Trust Walden
Massachusetts
$27M -$703K -9,910 -3%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$27M +$4.04M +56,981 +18%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$26.8M -$135K -1,898 -0.5%