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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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92 hedge funds and large institutions have $571M invested in CoBiz Financial,Inc in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $561M → $571M (+$9.99M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

6% less funds holding

Funds holding: 98 → 92 (-6)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
32
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$44.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.97M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.72M
4
Macquarie Group
Macquarie Group
Australia
+$2.38M
5
Goldman Sachs
Goldman Sachs
New York
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
-$6.42M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
4
Morgan Stanley
Morgan Stanley
New York
-$986K
5
Two Sigma Investments
Two Sigma Investments
New York
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.96M -$1.89M -110,787 -32%
Charles Schwab
27
Charles Schwab
California
$2.65M +$148K +8,667 +6%
TWMP
28
Taylor Wealth Management Partners
Massachusetts
$2.54M +$98.3K +5,745 +4%
TA
29
Teton Advisors
New York
$2.35M – – –
NC
30
NBW Capital
Massachusetts
$2.29M +$19.8K +1,158 +0.9%
TCIM
31
TIAA CREF Investment Management
New York
$2.23M -$104K -6,109 -4%
MCA
32
Mendon Capital Advisors
Florida
$2.11M +$390K +22,782 +22%
RHCA
33
Rosenthal Henry Capital Advisors
Indiana
$2.1M – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$1.8M -$72K -4,213 -4%
PCM
35
Polaris Capital Management
Massachusetts
$1.75M – – –
TA
36
Teachers Advisors
New York
$1.52M +$78K +4,563 +5%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.49M +$63.3K +3,700 +4%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$1.27M +$4.86K +284 +0.4%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$58.1K -3,400 -4%
MCM
40
McKinley Capital Management
Alaska
$1.23M +$1.25M +73,134 New
MC
41
Martin & Co
Tennessee
$1.18M +$2.99K +175 +0.3%
GIP
42
Granite Investment Partners
California
$1.1M -$712K -41,605 -39%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.03M +$47.9K +2,800 +5%
Morgan Stanley
44
Morgan Stanley
New York
$993K -$986K -57,654 -49%
CS
45
Credit Suisse
Switzerland
$942K -$216K -12,645 -18%
Bank of America
46
Bank of America
North Carolina
$907K +$234K +13,685 +34%
SCA
47
Sippican Capital Advisors
Massachusetts
$892K -$68.4K -4,000 -7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$798K +$20K +1,171 +3%
Wells Fargo
49
Wells Fargo
California
$685K -$75.6K -4,423 -10%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$652K – – –
1
2
3 4

COBZ Hedge Fund Activity: Q1 2017 in Review

92 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q1 2017, worth a combined $571M — up 1.8% from $561M a quarter earlier.

Fund positioning in COBZ was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 32 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $44.8M. The largest seller was Penn Capital Management, cutting an estimated $6.42M.

  • 92 institutional investors held CoBiz Financial,Inc (COBZ) as of Q1 2017, down from 98 in Q4 2016.
  • Funds reported $571M of CoBiz Financial,Inc stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 7 funds opened new CoBiz Financial,Inc positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest CoBiz Financial,Inc buyer in Q1 2017 was BlackRock, an estimated $44.8M added.
  • The largest CoBiz Financial,Inc seller in Q1 2017 was Penn Capital Management, an estimated $6.42M sold.

Based on aggregated 13F filings for Q1 2017.