CoBiz Financial,Inc
COBZ
COBZ was delisted on the 28th of September, 2018.
99 hedge funds and large institutions have $345M invested in CoBiz Financial,Inc in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $356M → $345M (-$11.5M)
4% less funds holding
Funds holding: 103 → 99 (-4)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$4.7M |
| 2 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
+$3.26M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.82M |
| 4 |
Millennium Management
New York
|
+$2.54M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$6.53M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.93M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$2.31M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.27M |
| 5 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$1.16M |
COBZ Hedge Fund Activity: Q1 2014 in Review
99 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q1 2014, worth a combined $345M — down 3.2% from $356M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of COBZ and 12 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 29 added.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $4.7M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $6.53M.
- 99 institutional investors held CoBiz Financial,Inc (COBZ) as of Q1 2014, down from 103 in Q4 2013.
- Funds reported $345M of CoBiz Financial,Inc stock for Q1 2014, down 3.2% quarter-over-quarter.
- 12 funds opened new CoBiz Financial,Inc positions in Q1 2014 and 14 closed out, a net change of -2 holders.
- The largest CoBiz Financial,Inc buyer in Q1 2014 was Penn Capital Management, an estimated $4.7M added.
- The largest CoBiz Financial,Inc seller in Q1 2014 was Emerald Mutual Fund Advisers Trust, an estimated $6.53M sold.
Based on aggregated 13F filings for Q1 2014.