Commerce Bancshares
CBSH
356 hedge funds and large institutions have $4.48B invested in Commerce Bancshares in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 136 reducing their positions, and 33 closing their positions.
10,276% more call options, than puts
Call options by funds: $3.84M | Put options by funds: $37K
16% more capital invested
Capital invested by funds: $3.87B → $4.48B (+$604M)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
1% more funds holding
Funds holding: 352 → 356 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.21% less ownership
Funds ownership: 91.65% → 90.44% (-1.2%)
19% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$22M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$14.5M |
| 3 |
KBC Group
Brussels,
Belgium
|
+$10M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.58M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$22.4M |
| 3 |
BlackRock
New York
|
-$20.6M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$20.2M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Twin Tree Management
Dallas,
Texas
| – | -$20K | -540 | Closed |
|
|
CFB
377
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$19K | -501 | Closed |
|
|
HWA
378
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$13.5K | -360 | Closed |
|
|
DWM
379
Darwin Wealth Management
Tampa,
Florida
| – | -$10K | -281 | Closed |
|
|
PHK
380
Point72 Hong Kong
Hong Kong
| – | -$10K | -265 | Closed |
|
|
CFFP
381
Center for Financial Planning
Southfied,
Michigan
| – | -$8K | -224 | Closed |
|
|
FGAM
382
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$6.88K | -184 | Closed |
|
|
LWM
383
Liberty Wealth Management
Oakland,
California
| – | -$1K | -20 | Closed |
|
|
AWA
384
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$655 | -17 | Closed |
|
|
GWS
385
Glassman Wealth Services
Vienna,
Virginia
| – | -$88 | -2 | -22% |
|
|
BWM
386
Baystate Wealth Management
Boston,
Massachusetts
| – | -$44 | -1 | -11% |
|
CBSH Hedge Fund Activity: Q2 2020 in Review
356 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Commerce Bancshares (CBSH) for Q2 2020, worth a combined $4.48B — up 16% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CBSH positions and 33 closed out — a net gain of 5 holders — while 110 added to existing stakes and 136 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $22M. The largest seller was Vanguard Group, cutting an estimated $42.5M.
- 356 institutional investors held Commerce Bancshares (CBSH) as of Q2 2020, up from 352 in Q1 2020.
- Funds reported $4.48B of Commerce Bancshares stock for Q2 2020, up 16% quarter-over-quarter.
- 38 funds opened new Commerce Bancshares positions in Q2 2020 and 33 closed out, a net change of +5 holders.
- The largest Commerce Bancshares buyer in Q2 2020 was Lazard Asset Management, an estimated $22M added.
- The largest Commerce Bancshares seller in Q2 2020 was Vanguard Group, an estimated $42.5M sold.
Based on aggregated 13F filings for Q2 2020.