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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
-$303K -5,149 Closed
MCC
427
Money Concepts Capital
Florida
-$300K -5,106 Closed
WTB
428
Washington Trust Bank
Washington
-$295K -5,014 Closed
FFP
429
FourThought Financial Partners
Florida
-$270K -4,585 Closed
UCFA
430
United Capital Financial Advisors
Texas
-$267K -4,538 Closed
EI
431
Ethic Inc
New York
-$231K -3,936 Closed
AMC
432
Asset Management Corp
Illinois
-$222K -3,768 Closed
FCH
433
Freestone Capital Holdings
Washington
-$218K -3,715 Closed
OQS
434
Occudo Quantitative Strategies
Florida
-$218K -3,715 Closed
FC
435
FORA Capital
Florida
-$214K -3,644 Closed
SP
436
Symmetry Partners
Connecticut
-$213K -3,619 Closed
VWA
437
Visionary Wealth Advisors
Illinois
-$212K -3,604 Closed
CFA
438
CWS Financial Advisors
Michigan
-$235K -3,553 Closed
FFM
439
Forum Financial Management
Illinois
-$205K -3,493 Closed
RMAM
440
Raab & Moskowitz Asset Management
New Jersey
-$202K -3,435 Closed
WT
441
Whittier Trust
California
-$117K -1,984 Closed
IUHSA
442
Itau Unibanco Holding S.A.
Brazil
-$117K -1,982 Closed
PMEF
443
Point72 Middle East FZE
United Arab Emirates
-$82.1K -1,396 Closed
GA
444
GoalVest Advisory
New York
-$81.1K -1,379 Closed
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$39.1K -666 Closed
AWM
446
Accurate Wealth Management
Florida
-$28.3K -478 Closed
MPCL
447
My Personal CFO LLC
Washington
-$14.2K -241 Closed
Point72 Asset Management
448
Point72 Asset Management
Connecticut
-$13.9K -236 Closed
DWP
449
Destiny Wealth Partners
Florida
-$9.05K -154 Closed
EI
450
Ellevest Inc
New York
-$8.71K -148 Closed

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.