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UMB Financial
UMBF

Overview Fund Activity

243 hedge funds and large institutions have $2.44B invested in UMB Financial in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+29
Holders Change %
+13.55%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
48
Increased
66
Reduced
80
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$18.5M
2
Millennium Management
Millennium Management
New York
+$16M
3
HA
Heartland Advisors
Wisconsin
+$13.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.91M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$59.5M
2
Invesco
Invesco
Georgia
-$29.1M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26.7M
4
RHJA
Rice Hall James & Associates
California
-$13.3M
5
KTA
Keeley-Teton Advisors
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$344M -$3.95M -59,995 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M -$665K -10,096 -0.2%
American Century Companies
3
American Century Companies
Missouri
$190M -$4.07M -61,840 -2%
State Street
4
State Street
Massachusetts
$132M -$583K -8,813 -0.4%
CIP
5
Champlain Investment Partners
Vermont
$101M +$1.55M +23,555 +2%
Wells Fargo
6
Wells Fargo
California
$91M +$6.14M +93,230 +7%
Victory Capital Management
7
Victory Capital Management
Texas
$87.6M +$804K +12,220 +0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$82.8M +$118K +1,798 +0.1%
Northern Trust
9
Northern Trust
Illinois
$81.6M +$954K +14,495 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$79.3M -$1.35M -20,447 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$66.9M +$2.35M +35,700 +4%
NI
12
Nuance Investments
Missouri
$54.6M +$8.25M +125,385 +18%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$48.9M +$9.91M +150,489 +25%
Ameriprise
14
Ameriprise
Minnesota
$45.1M +$241K +3,659 +0.5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.1M +$2.89M +43,921 +8%
Norges Bank
16
Norges Bank
Norway
$32.3M – – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$28.6M +$999K +15,478 +4%
Invesco
18
Invesco
Georgia
$27.2M -$29.1M -442,133 -52%
BTW
19
Boston Trust Walden
Massachusetts
$24.8M -$263K -4,002 -1%
ProShare Advisors
20
ProShare Advisors
Maryland
$24.3M +$4.03M +61,263 +20%
GACM
21
Global Alpha Capital Management
Quebec, Canada
$24.1M +$5.58M +84,802 +30%
Charles Schwab
22
Charles Schwab
California
$22.3M +$310K +4,708 +1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$22.2M +$1.8M +27,381 +9%
Fisher Asset Management
24
Fisher Asset Management
Washington
$21.7M -$203K -3,080 -0.9%
Goldman Sachs
25
Goldman Sachs
New York
$18.6M +$8.03M +122,068 +76%
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