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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 $561M invested in CoBiz Financial,Inc in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

28% more capital invested

Capital invested by funds: $437M → $561M (+$124M)

8% more funds holding

Funds holding: 91 → 98 (+7)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
44
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$2.74M
2
Millennium Management
Millennium Management
New York
+$2.23M
3
TWMP
Taylor Wealth Management Partners
Massachusetts
+$2.13M
4
PIM
Perkins Investment Management
Illinois
+$1.87M
5
Morgan Stanley
Morgan Stanley
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.4M
2
PCM
Penn Capital Management
Pennsylvania
-$1.82M
3
BFC
Banc Funds Company
Illinois
-$647K
4
BA
Broadview Advisors
Wisconsin
-$558K
5
Stifel Financial
Stifel Financial
Missouri
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$4.51M +$2.23M +152,485 +133%
Stifel Financial
27
Stifel Financial
Missouri
$3.81M -$471K -32,217 -12%
BIM
28
BlackRock Investment Management
Delaware
$2.59M -$16K -1,093 -0.7%
Charles Schwab
29
Charles Schwab
California
$2.52M +$119K +8,115 +6%
TWMP
30
Taylor Wealth Management Partners
Massachusetts
$2.46M +$2.13M +145,765 New
TA
31
Teton Advisors
New York
$2.36M +$99.4K +6,800 +5%
TCIM
32
TIAA CREF Investment Management
New York
$2.35M -$90.8K -6,213 -4%
NC
33
NBW Capital
Massachusetts
$2.29M -$38.7K -2,650 -2%
RHCA
34
Rosenthal Henry Capital Advisors
Indiana
$2.11M +$1.83M +125,000 New
Morgan Stanley
35
Morgan Stanley
New York
$1.97M +$1.48M +101,327 +656%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.88M +$773K +52,858 +90%
GIP
37
Granite Investment Partners
California
$1.81M -$137K -9,337 -8%
PCM
38
Polaris Capital Management
Massachusetts
$1.75M – – –
MCA
39
Mendon Capital Advisors
Florida
$1.74M +$43.9K +3,000 +3%
TA
40
Teachers Advisors
New York
$1.45M +$161K +11,022 +15%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.43M – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.29M -$29.2K -2,000 -3%
DGHMC
43
Dalton, Greiner, Hartman, Maher & Co
New York
$1.28M +$41.5K +2,841 +4%
MC
44
Martin & Co
Tennessee
$1.18M +$11.7K +800 +1%
CS
45
Credit Suisse
Switzerland
$1.16M +$51.5K +3,526 +5%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1M +$870K +59,514 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$991K – – –
SCA
48
Sippican Capital Advisors
Massachusetts
$964K -$4.39K -300 -0.5%
JP Morgan Chase
49
JP Morgan Chase
New York
$941K +$604K +41,340 +287%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$901K +$188K +12,880 +32%
1
2
3 4 5

COBZ Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2016, worth a combined $561M — up 28% from $437M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 3 closed out — a net gain of 8 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.74M. The largest seller was Wellington Management Group, cutting an estimated $13.4M.

  • 98 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2016, up from 91 in Q3 2016.
  • Funds reported $561M of CoBiz Financial,Inc stock for Q4 2016, up 28% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q4 2016 and 3 closed out, a net change of +8 holders.
  • The largest CoBiz Financial,Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.74M added.
  • The largest CoBiz Financial,Inc seller in Q4 2016 was Wellington Management Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.