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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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104 hedge funds and large institutions have $413M invested in CoBiz Financial,Inc in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $383M → $413M (+$30.4M)

6% more funds holding

Funds holding: 98 → 104 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
42
Reduced
35
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.99M
2
Macquarie Group
Macquarie Group
Australia
+$4.03M
3
NC
NBW Capital
Massachusetts
+$1.93M
4
PCM
Penn Capital Management
Pennsylvania
+$1.8M
5
William Blair & Company
William Blair & Company
Illinois
+$941K

Top Sellers

Rank Fund Capital Flow
1
CPIM
Columbia Partners Investment Management
Virginia
-$5.11M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.86M
3
EA
Emerald Advisers
Pennsylvania
-$2.92M
4
Millennium Management
Millennium Management
New York
-$1.29M
5
BIT
BlackRock Institutional Trust
California
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.3M +$119K +9,709 +4%
CPIM
27
Columbia Partners Investment Management
Virginia
$3M -$5.11M -415,906 -64%
PAM
28
Panagora Asset Management
Massachusetts
$2.99M +$29.9K +2,432 +1%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$2.99M +$65.2K +5,308 +2%
Millennium Management
30
Millennium Management
New York
$2.98M -$1.29M -104,836 -31%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.91M +$89.6K +7,300 +3%
DIA
32
Davidson Investment Advisors
Montana
$2.89M -$40.8K -3,325 -1%
RFC
33
Russell Frank Company
Washington
$2.52M +$294K +23,978 +14%
Stifel Financial
34
Stifel Financial
Missouri
$2.44M +$12.3K +1,000 +0.5%
NC
35
NBW Capital
Massachusetts
$2.06M +$1.93M +157,419 New
BIM
36
BlackRock Investment Management
Delaware
$1.83M +$274K +22,324 +19%
TCIM
37
TIAA CREF Investment Management
New York
$1.75M -$293K -23,892 -15%
TA
38
Teton Advisors
New York
$1.69M -$51.6K -4,200 -3%
PPA
39
Parametric Portfolio Associates
Washington
$1.56M -$166K -13,543 -10%
PCM
40
Polaris Capital Management
Massachusetts
$1.36M – – –
DADC
41
D.A. Davidson & Co
Montana
$1.34M -$28.7K -2,335 -2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.33M – – –
Charles Schwab
43
Charles Schwab
California
$1.29M +$175K +14,252 +17%
DGHMC
44
Dalton, Greiner, Hartman, Maher & Co
New York
$1.28M +$22K +1,794 +2%
WCM
45
Wedge Capital Management
North Carolina
$1.09M – – –
CW
46
Cobiz Wealth
Colorado
$1.01M +$106K +8,610 +12%
SCA
47
Sippican Capital Advisors
Massachusetts
$986K -$14.7K -1,200 -2%
MCA
48
Mendon Capital Advisors
Florida
$980K – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$866K +$10.5K +856 +1%
CS
50
Credit Suisse
Switzerland
$729K +$144K +11,715 +27%
1
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COBZ Hedge Fund Activity: Q2 2015 in Review

104 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q2 2015, worth a combined $413M — up 7.9% from $383M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new COBZ positions and 3 closed out — a net gain of 6 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.99M. The largest seller was Columbia Partners Investment Management, cutting an estimated $5.11M.

  • 104 institutional investors held CoBiz Financial,Inc (COBZ) as of Q2 2015, up from 98 in Q1 2015.
  • Funds reported $413M of CoBiz Financial,Inc stock for Q2 2015, up 7.9% quarter-over-quarter.
  • 9 funds opened new CoBiz Financial,Inc positions in Q2 2015 and 3 closed out, a net change of +6 holders.
  • The largest CoBiz Financial,Inc buyer in Q2 2015 was Wellington Management Group, an estimated $8.99M added.
  • The largest CoBiz Financial,Inc seller in Q2 2015 was Columbia Partners Investment Management, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2015.