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UMB Financial
UMBF

Overview Fund Activity

214 hedge funds and large institutions have $2.78B invested in UMB Financial in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 82 reducing their positions, and 25 closing their positions.

Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
74
Reduced
82
Closed
25
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$148K

Top Buyers

1
Invesco
1
Invesco
Georgia
$54.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$37.9M
4
CIP
4
Champlain Investment Partners
Vermont
$96.3M
5
HAM
5
Hillcrest Asset Management
Texas
$12.2M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$17.8M
2
CTA
2
Carillon Tower Advisers
Florida
$6.9M
3
American Century Companies
3
American Century Companies
Missouri
$188M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$18M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
1
UMB Bank
Missouri
$357M 5,579,920 -51,208 -0.9%
BlackRock
2
BlackRock
New York
$339M 5,292,522 -72,192 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$304M 4,739,652 +140,116 +3%
American Century Companies
4
American Century Companies
Missouri
$188M 2,941,663 -254,291 -8%
State Street
5
State Street
Massachusetts
$129M 2,007,417 -87,932 -4%
CIP
6
Champlain Investment Partners
Vermont
$96.3M 1,504,115 +88,905 +6%
Victory Capital Management
7
Victory Capital Management
Texas
$84.5M 1,319,249 -67,648 -5%
Wells Fargo
8
Wells Fargo
California
$82.5M 1,288,659 +48,673 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80.4M 1,255,910 +347 +0%
Northern Trust
10
Northern Trust
Illinois
$78.5M 1,225,465 +6,846 +0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$78.4M 1,224,786 -54,141 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$62.8M 981,407 +37,905 +4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$58.3M 910,531 -1,560 -0.2%
Invesco
14
Invesco
Georgia
$54.8M 855,929 +375,335 +78%
NI
15
Nuance Investments
Missouri
$45.1M 704,875 +27,646 +4%
Ameriprise
16
Ameriprise
Minnesota
$43.7M 682,049 +5,961 +0.9%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$37.9M 591,805 +128,808 +28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$37.2M 580,117 +29,841 +5%
Norges Bank
19
Norges Bank
Norway
$31.4M 490,680 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$27.4M 427,094 -8,309 -2%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$26.7M 417,146 +11,614 +3%
BTW
22
Boston Trust Walden
Massachusetts
$24.3M 380,153 +6,103 +2%
Charles Schwab
23
Charles Schwab
California
$21.4M 334,417 +20,005 +6%
Fisher Asset Management
24
Fisher Asset Management
Washington
$21.3M 332,796 -42,804 -11%
Bank of America
25
Bank of America
North Carolina
$20.3M 317,493 +14,551 +5%
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