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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$709M +$3.6M +64,530 +0.5%
BlackRock
2
BlackRock
New York
$638M +$14M +251,232 +2%
Aristotle Capital Management
3
Aristotle Capital Management
California
$544M -$4.53M -81,185 -0.7%
CB
4
Commerce Bank
Missouri
$410M +$3.75M +67,284 +0.8%
State Street
5
State Street
Massachusetts
$380M +$17.6M +314,833 +4%
Lazard Asset Management
6
Lazard Asset Management
New York
$288M -$18.9M -338,188 -6%
Wells Fargo
7
Wells Fargo
California
$129M +$78.5K +1,407 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$110M +$6.84M +122,478 +6%
Morgan Stanley
9
Morgan Stanley
New York
$101M -$16.7M -299,948 -13%
Northern Trust
10
Northern Trust
Illinois
$80.1M +$4.03M +72,240 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$76.4M +$13.7M +245,504 +19%
American Century Companies
12
American Century Companies
Missouri
$76.4M -$7.41M -132,807 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$75.2M -$1.26M -22,505 -1%
Norges Bank
14
Norges Bank
Norway
$71.2M +$5.48M +98,168 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$67.2M +$1.47M +26,357 +2%
Bank of America
16
Bank of America
North Carolina
$55.5M +$371K +6,654 +0.6%
Charles Schwab
17
Charles Schwab
California
$49M +$619K +11,095 +1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$38.7M -$4.81M -86,197 -10%
ProShare Advisors
19
ProShare Advisors
Maryland
$30.7M +$480K +8,609 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28.7M -$1.58M -28,317 -5%
Invesco
21
Invesco
Georgia
$27.8M -$1.88M -33,720 -6%
SI
22
Scout Investments
Missouri
$27.7M +$30.7M +549,295 New
Principal Financial Group
23
Principal Financial Group
Iowa
$26.3M +$188K +3,363 +0.6%
SEI Investments
24
SEI Investments
Pennsylvania
$24.3M +$459K +8,216 +2%
MPIA
25
Mountain Pacific Investment Advisers
Idaho
$24.2M -$72.4K -1,297 -0.3%

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.