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CBIZ
108 hedge funds and large institutions have $268M invested in CBIZ in 2013 Q2 according to their latest regulatory filings, with 108 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
78.06% more ownership
Funds ownership: 0% → 78.06% (+78%)
Holders
108
Holders Change
+108
Holders Change %
–
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
108
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
101
Advocacy Wealth Management Services
Atlanta,
Georgia
| $7K | +$6.54K | +1,009 | New |
|
102
BlackRock
New York
| $7K | +$6.95K | +1,071 | New |
|
|
TWI
103
Thomas White International
Chicago,
Illinois
| $7K | +$7.04K | +1,085 | New |
|
104
Barclays
London,
United Kingdom
| $7K | +$7.57K | +1,168 | New |
|
|
FMT
105
First Mercantile Trust
Cordova,
Tennessee
| $5K | +$4.57K | +704 | New |
|
106
Creative Planning
Overland Park,
Kansas
| $5K | +$4.8K | +740 | New |
|
|
CW
107
Cobiz Wealth
Denver,
Colorado
| $1K | +$648 | +100 | New |
|
|
WA
108
WFG Advisors
Dallas,
Texas
| – | +$467 | +72 | New |
|