Commerce Bancshares
CBSH
395 hedge funds and large institutions have $4.3B invested in Commerce Bancshares in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 62 closing their positions.
80% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $623K
2.16% more ownership
Funds ownership: 80.02% → 82.17% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 411 → 395 (-16)
15% less capital invested
Capital invested by funds: $5.04B → $4.3B (-$735M)
21% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 62
22% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$63M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$32.8M |
| 3 |
Morgan Stanley
New York
|
+$24.4M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$16.6M |
| 5 |
JP Morgan Chase
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$18.2M |
| 2 |
Millennium Management
New York
|
-$16.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.5M |
| 4 |
BlackRock
New York
|
-$11.2M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$10.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -36 | Closed |
|
|
MBFW
452
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$992 | -20 | Closed |
|
|
GWM
453
Geneos Wealth Management
Englewood,
Colorado
| – | -$875 | -17 | Closed |
|
454
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -17 | Closed |
|
|
AAS
455
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$700 | -14 | Closed |
|
|
TWA
456
TCI Wealth Advisors
Tucson,
Arizona
| – | -$409 | -8 | Closed |
|
|
TFM
457
TFC Financial Management
Boston,
Massachusetts
| – | -$59 | -1 | Closed |
|
CBSH Hedge Fund Activity: Q2 2023 in Review
395 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Commerce Bancshares (CBSH) for Q2 2023, worth a combined $4.3B — down 15% from $5.04B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of CBSH and 49 opened new positions — a net loss of 13 holders — while 151 trimmed existing stakes and 118 added.
The largest buyer was State Street, adding an estimated $63M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $18.2M sold.
- 395 institutional investors held Commerce Bancshares (CBSH) as of Q2 2023, down from 411 in Q1 2023.
- Funds reported $4.3B of Commerce Bancshares stock for Q2 2023, down 15% quarter-over-quarter.
- 49 funds opened new Commerce Bancshares positions in Q2 2023 and 62 closed out, a net change of -13 holders.
- The largest Commerce Bancshares buyer in Q2 2023 was State Street, an estimated $63M added.
- The largest Commerce Bancshares seller in Q2 2023 was Confluence Investment Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2023.