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Commerce Bancshares

411 hedge funds and large institutions have $5.04B invested in Commerce Bancshares in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 161 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 129

0.79% more ownership

Funds ownership: 79.22%80.02% (+0.79%)

4% less funds holding

Funds holding: 426411 (-15)

12% less capital invested

Capital invested by funds: $5.75B → $5.04B (-$716M)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

24% less call options, than puts

Call options by funds: $487K | Put options by funds: $639K

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
411
Holders Change
-15
Holders Change %
-3.52%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
161
Reduced
129
Closed
52
Calls
$487K
Puts
$639K
Net Calls
-$152K
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$4.49K -$2.01K -36 -29%
GWS
377
Glassman Wealth Services
Virginia
$4.26K +$4.07K +73 +608%
TAM
378
Tucker Asset Management
Colorado
$3.73K +$4.13K +74 New
CWC
379
Carolinas Wealth Consulting
North Carolina
$3.68K +$1.79K +32 +78%
CB
380
CNB Bank
Pennsylvania
$3.44K -$56 -1 -1%
GWSG
381
GPS Wealth Strategies Group
Colorado
$3.44K +$3.79K +68 New
KSWA
382
Kathleen S. Wright Associates
Pennsylvania
$3.27K
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$3.15K -$46K -824 -93%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$3.15K -$56 -1 -2%
HI
385
Harbour Investments
Wisconsin
$2.75K
MA
386
Montag & Associates
Georgia
$2.74K
GFWA
387
Grey Fox Wealth Advisors
Delaware
$2.69K +$2.96K +53 New
SC
388
Schubert & Co
Texas
$2.51K -$2.29K -41 -45%
Commonwealth Equity Services
389
Commonwealth Equity Services
Massachusetts
$2.01K +$765K +13,707 +52%
Loomis, Sayles & Company
390
Loomis, Sayles & Company
Massachusetts
$2K +$2.01K +36 New
PTC
391
Private Trust Company
Ohio
$1.87K
IHWM
392
Iron Horse Wealth Management
Iowa
$1.69K +$1.9K +34 New
BIA
393
Bell Investment Advisors
California
$1.46K +$446 +8 +38%
MRCM
394
M&R Capital Management
New Jersey
$1.46K +$1.62K +29 New
DI
395
Disciplined Investments
Oklahoma
$1.4K -$112 -2 -7%
UFF
396
USA Financial Formulas
Michigan
$1.34K +$1.51K +27 New
LFG
397
Larson Financial Group
Missouri
$1.05K
Toronto Dominion Bank
398
Toronto Dominion Bank
Ontario, Canada
$1K +$949 +17 New
MBFW
399
Morton Brown Family Wealth
Pennsylvania
$992 +$1.12K +20 New
SIC
400
SJS Investment Consulting
Ohio
$934 -$1.23K -22 -54%

CBSH Hedge Fund Activity: Q1 2023 in Review

411 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Commerce Bancshares (CBSH) for Q1 2023, worth a combined $5.04B — down 12% from $5.75B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CBSH and 43 opened new positions — a net loss of 9 holders — while 129 trimmed existing stakes and 161 added.

The largest buyer was Scout Investments, opening a new position worth an estimated $30.7M. The largest seller was Citadel Advisors, cutting an estimated $44.8M.

  • 411 institutional investors held Commerce Bancshares (CBSH) as of Q1 2023, down from 426 in Q4 2022.
  • Funds reported $5.04B of Commerce Bancshares stock for Q1 2023, down 12% quarter-over-quarter.
  • 43 funds opened new Commerce Bancshares positions in Q1 2023 and 52 closed out, a net change of -9 holders.
  • The largest Commerce Bancshares buyer in Q1 2023 was Scout Investments, an estimated $30.7M added.
  • The largest Commerce Bancshares seller in Q1 2023 was Citadel Advisors, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2023.