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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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98 hedge funds and large institutions have $406M invested in CoBiz Financial,Inc in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $353M → $406M (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 99 → 98 (-1)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
31
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.23M
2
BFA
BlackRock Fund Advisors
California
+$1.55M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.48M
4
N
Nuveen
North Carolina
+$917K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$688K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.95M
2
DIA
Davidson Investment Advisors
Montana
-$2.81M
3
MCM
Maltese Capital Management
New York
-$2.26M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$1.55M
5
CPIM
Columbia Partners Investment Management
Virginia
-$922K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.15M +$664K +55,400 +30%
DIA
27
Davidson Investment Advisors
Montana
$2.99M -$2.81M -234,205 -51%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$2.88M +$122K +10,196 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.86M -$339K -28,300 -11%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.61M +$55.7K +4,646 +2%
Stifel Financial
31
Stifel Financial
Missouri
$2.44M +$2.23M +185,900 New
Millennium Management
32
Millennium Management
New York
$2.29M -$2.95M -246,293 -59%
TCIM
33
TIAA CREF Investment Management
New York
$2.08M -$67.3K -5,617 -3%
SCA
34
Sippican Capital Advisors
Massachusetts
$1.99M -$5.99K -500 -0.3%
PPA
35
Parametric Portfolio Associates
Washington
$1.85M -$159K -13,251 -9%
BIM
36
BlackRock Investment Management
Delaware
$1.56M -$12.9K -1,078 -0.9%
TA
37
Teton Advisors
New York
$1.46M -$2.4K -200 -0.2%
DADC
38
D.A. Davidson & Co
Montana
$1.39M +$26.9K +2,245 +2%
DGHMC
39
Dalton, Greiner, Hartman, Maher & Co
New York
$1.29M -$180K -15,034 -13%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.19M – – –
WCM
41
Wedge Capital Management
North Carolina
$1.1M – – –
Charles Schwab
42
Charles Schwab
California
$1.05M +$26.3K +2,196 +3%
N
43
Nuveen
North Carolina
$1M +$917K +76,478 New
MCA
44
Mendon Capital Advisors
Florida
$985K – – –
CW
45
Cobiz Wealth
Colorado
$930K +$128K +10,665 +18%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$872K +$3.39K +283 +0.4%
Citadel Advisors
47
Citadel Advisors
Florida
$816K -$19.5K -1,626 -3%
RFC
48
Russell Frank Company
Washington
$740K +$274K +22,900 +69%
TA
49
Teachers Advisors
New York
$689K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$643K +$51.2K +4,275 +10%
1
2
3 4 5

COBZ Hedge Fund Activity: Q4 2014 in Review

98 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2014, worth a combined $406M — up 15% from $353M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new COBZ positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 39 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.23M. The largest seller was Millennium Management, cutting an estimated $2.95M.

  • 98 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2014, down from 99 in Q3 2014.
  • Funds reported $406M of CoBiz Financial,Inc stock for Q4 2014, up 15% quarter-over-quarter.
  • 7 funds opened new CoBiz Financial,Inc positions in Q4 2014 and 6 closed out, a net change of +1 holder.
  • The largest CoBiz Financial,Inc buyer in Q4 2014 was Stifel Financial, an estimated $2.23M added.
  • The largest CoBiz Financial,Inc seller in Q4 2014 was Millennium Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2014.