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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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101 hedge funds and large institutions have $687M invested in CoBiz Financial,Inc in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $603M → $687M (+$84.5M)

2% more funds holding

Funds holding: 99 → 101 (+2)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
37
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$8.46M
2
FHC
Forest Hill Capital
Arkansas
+$5.1M
3
JAM
Jupiter Asset Management
United Kingdom
+$3.58M
4
Macquarie Group
Macquarie Group
Australia
+$2.78M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$19.5M
2
BFC
Banc Funds Company
Illinois
-$3.03M
3
BA
Broadview Advisors
Wisconsin
-$1.72M
4
Millennium Management
Millennium Management
New York
-$1.28M
5
MCM
McKinley Capital Management
Alaska
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.73M -$6.26K -360 -0.1%
Charles Schwab
27
Charles Schwab
California
$3.73M +$174K +10,010 +6%
HIMCH
28
Hartford Investment Management Co (HIMCO)
Connecticut
$3.43M – – –
TWMP
29
Taylor Wealth Management Partners
Massachusetts
$2.77M -$131K -7,540 -5%
TA
30
Teton Advisors
New York
$2.75M – – –
BCM
31
Basswood Capital Management
New York
$2.72M -$551K -31,683 -19%
NC
32
NBW Capital
Massachusetts
$2.64M -$14.4K -829 -0.6%
FCM
33
FJ Capital Management
Virginia
$2.48M +$2.19M +126,000 New
MCA
34
Mendon Capital Advisors
Florida
$2.47M – – –
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$2.46M – – –
PAM
36
Panagora Asset Management
Massachusetts
$2.25M +$1.81M +104,200 +999%
MC
37
Martin & Co
Tennessee
$2.18M +$706K +40,585 +58%
PCM
38
Polaris Capital Management
Massachusetts
$2.04M – – –
TCIM
39
TIAA CREF Investment Management
New York
$1.93M -$29.4K -1,692 -2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.82M +$10.9K +628 +0.7%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.78M +$32.2K +1,851 +2%
BCC
42
Bridge City Capital
Oregon
$1.73M +$123K +7,092 +9%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.63M -$210K -12,048 -13%
Bank of America
44
Bank of America
North Carolina
$1.58M +$440K +25,260 +46%
CS
45
Credit Suisse
Switzerland
$1.51M +$451K +25,903 +51%
WC
46
Walthausen & Co
New York
$1.48M +$1.31M +75,333 New
DGHMC
47
Dalton, Greiner, Hartman, Maher & Co
New York
$1.42M -$1.3K -75 -0.1%
Morgan Stanley
48
Morgan Stanley
New York
$1.35M +$284K +16,321 +31%
TA
49
Teachers Advisors
New York
$1.29M -$53K -3,047 -4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.21M – – –
1
2
3 4 5

COBZ Hedge Fund Activity: Q3 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2017, worth a combined $687M — up 14% from $603M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $8.46M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $19.5M sold.

  • 101 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2017, up from 99 in Q2 2017.
  • Funds reported $687M of CoBiz Financial,Inc stock for Q3 2017, up 14% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2017 was Victory Capital Management, an estimated $8.46M added.
  • The largest CoBiz Financial,Inc seller in Q3 2017 was Janus Henderson Group, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2017.