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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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99 hedge funds and large institutions have $353M invested in CoBiz Financial,Inc in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $327M → $353M (+$25.2M)

5% more funds holding

Funds holding: 94 → 99 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
28
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
+$6.92M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.49M
3
DIA
Davidson Investment Advisors
Montana
+$2.54M
4
PPA
Parametric Portfolio Associates
Washington
+$740K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$610K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2M
2
BFA
BlackRock Fund Advisors
California
-$541K
3
Goldman Sachs
Goldman Sachs
New York
-$480K
4
Stifel Financial
Stifel Financial
Missouri
-$440K
5
CS
Credit Suisse
Switzerland
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$3.56M – – –
PAM
27
Panagora Asset Management
Massachusetts
$3.43M -$147K -12,979 -4%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.75M -$165K -14,515 -6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$2.34M +$885 +78 +0%
1IC
30
1919 Investment Counsel
Maryland
$2.24M – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$2.17M -$83.1K -7,325 -4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.07M -$11.9K -1,053 -0.6%
TCIM
33
TIAA CREF Investment Management
New York
$1.83M – – –
PPA
34
Parametric Portfolio Associates
Washington
$1.72M +$740K +65,294 +74%
SCA
35
Sippican Capital Advisors
Massachusetts
$1.7M +$1.73M +152,400 New
MPAM
36
Monarch Partners Asset Management
Massachusetts
$1.64M +$77.1K +6,800 +5%
BIM
37
BlackRock Investment Management
Delaware
$1.34M +$6.89K +608 +0.5%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$1.27M +$7.16K +631 +0.6%
TA
39
Teton Advisors
New York
$1.24M – – –
DADC
40
D.A. Davidson & Co
Montana
$1.16M -$20.7K -1,821 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.14M – – –
WCM
42
Wedge Capital Management
North Carolina
$937K -$113K -10,000 -11%
Charles Schwab
43
Charles Schwab
California
$872K +$20.2K +1,780 +2%
TC
44
TFS Capital
Pennsylvania
$869K +$542K +47,801 +160%
MCA
45
Mendon Capital Advisors
Florida
$838K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$740K +$7.67K +676 +1%
Citadel Advisors
47
Citadel Advisors
Florida
$713K +$202K +17,821 +39%
CW
48
Cobiz Wealth
Colorado
$672K +$12.8K +1,125 +2%
Deutsche Bank
49
Deutsche Bank
Germany
$658K -$129K -11,351 -16%
TA
50
Teachers Advisors
New York
$586K – – –
1
2
3 4 5

COBZ Hedge Fund Activity: Q3 2014 in Review

99 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2014, worth a combined $353M — up 7.7% from $327M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 39 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $6.92M. The largest seller was Maltese Capital Management, cutting an estimated $2M.

  • 99 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2014, up from 94 in Q2 2014.
  • Funds reported $353M of CoBiz Financial,Inc stock for Q3 2014, up 7.7% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q3 2014 and 6 closed out, a net change of +5 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2014 was Eagle Asset Management, an estimated $6.92M added.
  • The largest CoBiz Financial,Inc seller in Q3 2014 was Maltese Capital Management, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2014.