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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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120 hedge funds and large institutions have $694M invested in CoBiz Financial,Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

19% more funds holding

Funds holding: 101 → 120 (+19)

1% more capital invested

Capital invested by funds: $687M → $694M (+$7.21M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
120
Holders Change
+19
Holders Change %
+18.81%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
43
Reduced
34
Closed
3
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$11M
2
BlackRock
BlackRock
New York
+$9.8M
3
Millennium Management
Millennium Management
New York
+$9.31M
4
NI
Nuance Investments
Missouri
+$7.8M
5
Bank of America
Bank of America
North Carolina
+$2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$37M
2
BFC
Banc Funds Company
Illinois
-$6.89M
3
Macquarie Group
Macquarie Group
Australia
-$4.54M
4
EAM
Eagle Asset Management
Florida
-$2.77M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$5.84M -$745K -36,738 -11%
Stifel Financial
27
Stifel Financial
Missouri
$4.86M +$53.8K +2,654 +1%
JAM
28
Jupiter Asset Management
United Kingdom
$4.58M -$321K -15,844 -6%
Charles Schwab
29
Charles Schwab
California
$3.9M +$101K +5,002 +3%
Bank of America
30
Bank of America
North Carolina
$3.58M +$2M +98,555 +123%
PAM
31
Panagora Asset Management
Massachusetts
$3.5M +$1.23M +60,572 +53%
HIMCH
32
Hartford Investment Management Co (HIMCO)
Connecticut
$3.03M -$464K -22,887 -13%
Deutsche Bank
33
Deutsche Bank
Germany
$2.94M +$1.77M +87,219 +146%
TWMP
34
Taylor Wealth Management Partners
Massachusetts
$2.82M -$4.36K -215 -0.2%
TA
35
Teton Advisors
New York
$2.79M – – –
NC
36
NBW Capital
Massachusetts
$2.66M -$21.1K -1,040 -0.8%
MCA
37
Mendon Capital Advisors
Florida
$2.51M – – –
RHCA
38
Rosenthal Henry Capital Advisors
Indiana
$2.5M – – –
TCIM
39
TIAA CREF Investment Management
New York
$2.34M +$380K +18,748 +19%
MC
40
Martin & Co
Tennessee
$2.28M +$60.9K +3,005 +3%
CEP
41
Chicago Equity Partners
Illinois
$2.19M +$1.24M +61,420 +127%
PCM
42
Polaris Capital Management
Massachusetts
$2.08M – – –
FCM
43
FJ Capital Management
Virginia
$1.89M -$636K -31,400 -25%
DGHMC
44
Dalton, Greiner, Hartman, Maher & Co
New York
$1.84M +$399K +19,671 +27%
Morgan Stanley
45
Morgan Stanley
New York
$1.83M +$463K +22,851 +33%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.78M -$66.6K -3,284 -4%
BCC
47
Bridge City Capital
Oregon
$1.76M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.73M -$128K -6,328 -7%
First Trust Advisors
49
First Trust Advisors
Illinois
$1.7M +$41.8K +2,064 +2%
TA
50
Teachers Advisors
New York
$1.5M +$194K +9,564 +15%
1
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COBZ Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2017, worth a combined $694M — up 1% from $687M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new COBZ positions and 3 closed out — a net gain of 19 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $11M. The largest seller was Wellington Management Group, cutting an estimated $37M.

  • 120 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2017, up from 101 in Q3 2017.
  • Funds reported $694M of CoBiz Financial,Inc stock for Q4 2017, up 1% quarter-over-quarter.
  • 22 funds opened new CoBiz Financial,Inc positions in Q4 2017 and 3 closed out, a net change of +19 holders.
  • The largest CoBiz Financial,Inc buyer in Q4 2017 was Victory Capital Management, an estimated $11M added.
  • The largest CoBiz Financial,Inc seller in Q4 2017 was Wellington Management Group, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2017.