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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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108 hedge funds and large institutions have $661M invested in CoBiz Financial,Inc in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $694M → $661M (-$33.8M)

10% less funds holding

Funds holding: 120 → 108 (-12)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
41
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.79M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.54M
3
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
+$4.93M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$4.65M
5
FG
FSI Group
Ohio
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$25.2M
2
BFC
Banc Funds Company
Illinois
-$7.72M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.38M
4
CEP
Chicago Equity Partners
Illinois
-$2.19M
5
PCM
Penn Capital Management
Pennsylvania
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
Forest Hill Capital
Arkansas
$5.94M +$10K +500 +0.2%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.82M +$5.79M +288,613 +3,474%
Stifel Financial
28
Stifel Financial
Missouri
$4.71M -$62.4K -3,112 -1%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$4.54M +$4.65M +231,572 New
PCM
30
Penn Capital Management
Pennsylvania
$4.45M -$1.3M -65,019 -22%
JAM
31
Jupiter Asset Management
United Kingdom
$4.1M -$400K -19,931 -9%
Charles Schwab
32
Charles Schwab
California
$3.87M +$46.2K +2,302 +1%
Bank of America
33
Bank of America
North Carolina
$3.75M +$249K +12,400 +7%
PAM
34
Panagora Asset Management
Massachusetts
$3.29M -$148K -7,390 -4%
Morgan Stanley
35
Morgan Stanley
New York
$2.95M +$1.18M +58,976 +64%
TA
36
Teton Advisors
New York
$2.74M – – –
TCIM
37
TIAA CREF Investment Management
New York
$2.65M +$362K +18,041 +15%
TWMP
38
Taylor Wealth Management Partners
Massachusetts
$2.6M -$163K -8,107 -6%
RHCA
39
Rosenthal Henry Capital Advisors
Indiana
$2.49M +$40.1K +2,000 +2%
MCA
40
Mendon Capital Advisors
Florida
$2.46M – – –
FG
41
FSI Group
Ohio
$2.36M +$2.41M +120,257 New
PCM
42
Polaris Capital Management
Massachusetts
$2.31M +$283K +14,100 +14%
GPGA
43
Grandeur Peak Global Advisors
Utah
$2.27M +$1.1M +54,900 +90%
MC
44
Martin & Co
Tennessee
$2.26M +$25.2K +1,255 +1%
GC
45
Gillson Capital
Illinois
$2.03M +$2.08M +103,470 New
BCC
46
Bridge City Capital
Oregon
$1.83M +$105K +5,211 +6%
FCM
47
FJ Capital Management
Virginia
$1.71M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.7M – – –
Deutsche Bank
49
Deutsche Bank
Germany
$1.69M -$1.22M -60,645 -41%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.69M +$17.5K +874 +1%
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COBZ Hedge Fund Activity: Q1 2018 in Review

108 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q1 2018, worth a combined $661M — down 4.9% from $694M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of COBZ and 6 opened new positions — a net loss of 12 holders — while 40 trimmed existing stakes and 41 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.79M. The largest seller was HSBC Holdings, cutting an estimated $25.2M.

  • 108 institutional investors held CoBiz Financial,Inc (COBZ) as of Q1 2018, down from 120 in Q4 2017.
  • Funds reported $661M of CoBiz Financial,Inc stock for Q1 2018, down 4.9% quarter-over-quarter.
  • 6 funds opened new CoBiz Financial,Inc positions in Q1 2018 and 18 closed out, a net change of -12 holders.
  • The largest CoBiz Financial,Inc buyer in Q1 2018 was JP Morgan Chase, an estimated $5.79M added.
  • The largest CoBiz Financial,Inc seller in Q1 2018 was HSBC Holdings, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2018.