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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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91 hedge funds and large institutions have $437M invested in CoBiz Financial,Inc in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $395M → $437M (+$41.7M)

3% less funds holding

Funds holding: 94 → 91 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
39
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.58M
2
PIM
Perkins Investment Management
Illinois
+$2.51M
3
Goldman Sachs
Goldman Sachs
New York
+$1.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$935K
5
BFA
BlackRock Fund Advisors
California
+$894K

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$9.67M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.25M
3
BFC
Banc Funds Company
Illinois
-$1.95M
4
EA
Emerald Acquisition
Washington
-$1.48M
5
Millennium Management
Millennium Management
New York
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.43M +$264K +20,760 +9%
BIM
27
BlackRock Investment Management
Delaware
$2.06M -$7.27K -572 -0.4%
Charles Schwab
28
Charles Schwab
California
$1.88M +$85.7K +6,738 +5%
NC
29
NBW Capital
Massachusetts
$1.84M -$2.12K -167 -0.1%
TA
30
Teton Advisors
New York
$1.77M +$50.9K +4,000 +3%
GIP
31
Granite Investment Partners
California
$1.55M +$84.2K +6,624 +6%
Millennium Management
32
Millennium Management
New York
$1.52M -$745K -58,637 -34%
PCM
33
Polaris Capital Management
Massachusetts
$1.38M – – –
MCA
34
Mendon Capital Advisors
Florida
$1.33M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.13M -$68.7K -5,400 -6%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$8.9K +700 +0.9%
TA
37
Teachers Advisors
New York
$998K +$53.8K +4,230 +6%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$969K +$18.6K +1,460 +2%
MC
39
Martin & Co
Tennessee
$919K – – –
CS
40
Credit Suisse
Switzerland
$869K +$33.9K +2,669 +4%
Swiss National Bank
41
Swiss National Bank
Switzerland
$781K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$779K -$16.6K -1,303 -2%
SCA
43
Sippican Capital Advisors
Massachusetts
$764K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$698K +$667K +52,441 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$637K +$5.08K +400 +0.8%
PAM
46
Panagora Asset Management
Massachusetts
$572K – – –
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$538K -$35.4K -2,787 -6%
AC
48
Alpenglow Capital
California
$528K +$505K +39,700 New
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$517K – – –
Two Sigma Advisers
50
Two Sigma Advisers
New York
$482K -$170K -13,400 -27%
1
2
3 4

COBZ Hedge Fund Activity: Q3 2016 in Review

91 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2016, worth a combined $437M — up 11% from $395M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of COBZ and 3 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 39 added.

The largest buyer was Wellington Management Group, adding an estimated $2.58M. The largest seller was Macquarie Group, cutting an estimated $9.67M.

  • 91 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2016, down from 94 in Q2 2016.
  • Funds reported $437M of CoBiz Financial,Inc stock for Q3 2016, up 11% quarter-over-quarter.
  • 3 funds opened new CoBiz Financial,Inc positions in Q3 2016 and 5 closed out, a net change of -2 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2016 was Wellington Management Group, an estimated $2.58M added.
  • The largest CoBiz Financial,Inc seller in Q3 2016 was Macquarie Group, an estimated $9.67M sold.

Based on aggregated 13F filings for Q3 2016.