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Commerce Bancshares

383 hedge funds and large institutions have $4.17B invested in Commerce Bancshares in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $993K | Put options by funds: $312K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $4.3B → $4.17B (-$134M)

1.54% less ownership

Funds ownership: 82.17%80.63% (-1.5%)

3% less funds holding

Funds holding: 395383 (-12)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

18% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 146

Holders
383
Holders Change
-12
Holders Change %
-3.04%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
120
Reduced
146
Closed
49
Calls
$993K
Puts
$312K
Net Calls
+$681K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
Steward Financial Group
Texas
$4K +$4.88K +113 New
CA
352
Clearstead Advisors
Ohio
$3.17K +$3.29K +76 New
TWM
353
Tradition Wealth Management
Minnesota
$3K
Jones Financial Companies
354
Jones Financial Companies
Missouri
$2.93K +$3.07K +71 New
CB
355
CNB Bank
Pennsylvania
$2.83K
MA
356
Montag & Associates
Georgia
$2.64K
EWA
357
EverSource Wealth Advisors
Alabama
$2.64K +$821 +19 +42%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.16K -$346 -8 -13%
GWS
359
Glassman Wealth Services
Virginia
$2.16K
WWP
360
WR Wealth Planners
Missouri
$2.16K
CSB
361
City State Bank
Iowa
$2K
TAM
362
Tucker Asset Management
Colorado
$1.68K -$1.43K -33 -45%
PTC
363
Private Trust Company
Ohio
$1.53K
SIC
364
SJS Investment Consulting
Ohio
$1.39K +$259 +6 +21%
IHWM
365
Iron Horse Wealth Management
Iowa
$1.39K
MRCM
366
M&R Capital Management
New Jersey
$1.2K
UFF
367
USA Financial Formulas
Michigan
$1.1K
TFGT
368
TS Financial Group (TSFG)
Illinois
$1K
HBW
369
Hazlett, Burt & Watson
West Virginia
$1K +$994 +23 New
LFG
370
Larson Financial Group
Missouri
$877
BIA
371
Bell Investment Advisors
California
$864 -$476 -11 -34%
CWC
372
Carolinas Wealth Consulting
North Carolina
$843 -$1.04K -24 -52%
JWA
373
JFS Wealth Advisors
Pennsylvania
$816 -$2.85K -66 -77%
BAAM
374
Baker Avenue Asset Management
California
$576 -$432 -10 -42%
Royal London Asset Management
375
Royal London Asset Management
United Kingdom
$480 -$2.62M -60,689 -100%

CBSH Hedge Fund Activity: Q3 2023 in Review

383 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Commerce Bancshares (CBSH) for Q3 2023, worth a combined $4.17B — down 3.1% from $4.3B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of CBSH and 42 opened new positions — a net loss of 7 holders — while 146 trimmed existing stakes and 120 added.

The largest buyer was Boston Trust Walden, adding an estimated $30.6M. The largest seller was State Street, cutting an estimated $68.3M.

  • 383 institutional investors held Commerce Bancshares (CBSH) as of Q3 2023, down from 395 in Q2 2023.
  • Funds reported $4.17B of Commerce Bancshares stock for Q3 2023, down 3.1% quarter-over-quarter.
  • 42 funds opened new Commerce Bancshares positions in Q3 2023 and 49 closed out, a net change of -7 holders.
  • The largest Commerce Bancshares buyer in Q3 2023 was Boston Trust Walden, an estimated $30.6M added.
  • The largest Commerce Bancshares seller in Q3 2023 was State Street, an estimated $68.3M sold.

Based on aggregated 13F filings for Q3 2023.