We are live on ! Find out more
COBZ

CoBiz Financial,Inc
COBZ

Delisted

COBZ was delisted on the 28th of September, 2018.

Back to rankings

103 hedge funds and large institutions have $356M invested in CoBiz Financial,Inc in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $280M → $356M (+$76.7M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 103 → 103 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
35
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$8.79M
2
MPAM
Monarch Partners Asset Management
Massachusetts
+$2.46M
3
BA
Broadview Advisors
Wisconsin
+$1.78M
4
William Blair & Company
William Blair & Company
Illinois
+$1.29M
5
TA
Teton Advisors
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.42M
2
BFC
Banc Funds Company
Illinois
-$1.36M
3
NFA
Nationwide Fund Advisors
Ohio
-$868K
4
Deutsche Bank
Deutsche Bank
Germany
-$855K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$814K
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
26
Davidson Investment Advisors
Montana
$2.61M -$157K -14,390 -6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.4M +$82.8K +7,604 +4%
1IC
28
1919 Investment Counsel
Maryland
$2.39M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.22M -$94.8K -8,698 -4%
TCIM
30
TIAA CREF Investment Management
New York
$1.98M -$36K -3,306 -2%
RFC
31
Russell Frank Company
Washington
$1.71M +$143K +13,113 +9%
DGHMC
32
Dalton, Greiner, Hartman, Maher & Co
New York
$1.51M -$10.7K -982 -0.8%
BIM
33
BlackRock Investment Management
Delaware
$1.43M -$38.7K -3,554 -3%
TA
34
Teton Advisors
New York
$1.33M +$1.21M +111,139 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.24M -$14.2K -1,305 -1%
Morgan Stanley
36
Morgan Stanley
New York
$1.2M -$423K -38,804 -28%
SAM
37
Shell Asset Management
Netherlands
$1.16M +$171K +15,700 +19%
DADC
38
D.A. Davidson & Co
Montana
$1.15M -$26.9K -2,470 -2%
PPA
39
Parametric Portfolio Associates
Washington
$1.06M +$7.18K +659 +0.8%
WCM
40
Wedge Capital Management
North Carolina
$1.03M -$37K -3,400 -4%
BIG
41
Blackthorn Investment Group
Kansas
$1.01M +$83.2K +7,634 +10%
Millennium Management
42
Millennium Management
New York
$969K +$637K +58,520 +260%
MCA
43
Mendon Capital Advisors
Florida
$897K – – –
Charles Schwab
44
Charles Schwab
California
$893K +$28K +2,568 +4%
CS
45
Credit Suisse
Switzerland
$842K +$206K +18,895 +37%
ICAP
46
Independence Capital Asset Partners
Colorado
$790K -$321K -29,506 -31%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$766K +$2.18K +200 +0.3%
CW
48
Cobiz Wealth
Colorado
$716K – – –
Two Sigma Advisers
49
Two Sigma Advisers
New York
$691K -$33.8K -3,100 -5%
NFA
50
Nationwide Fund Advisors
Ohio
$682K -$868K -79,645 -58%
1
2
3 4 5

COBZ Hedge Fund Activity: Q4 2013 in Review

103 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2013, worth a combined $356M — up 27% from $280M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COBZ positions and 9 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $8.79M. The largest seller was Lord, Abbett & Co, cutting an estimated $1.42M.

  • 103 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $356M of CoBiz Financial,Inc stock for Q4 2013, up 27% quarter-over-quarter.
  • 10 funds opened new CoBiz Financial,Inc positions in Q4 2013 and 9 closed out, a net change of +1 holder.
  • The largest CoBiz Financial,Inc buyer in Q4 2013 was Emerald Mutual Fund Advisers Trust, an estimated $8.79M added.
  • The largest CoBiz Financial,Inc seller in Q4 2013 was Lord, Abbett & Co, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2013.