CoBiz Financial,Inc
COBZ
COBZ was delisted on the 28th of September, 2018.
94 hedge funds and large institutions have $327M invested in CoBiz Financial,Inc in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 99 → 94 (-5)
5% less capital invested
Capital invested by funds: $345M → $327M (-$17.7M)
28% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 39
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.2M |
| 2 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
+$2.81M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.93M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.11M |
| 5 |
Millennium Management
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.37M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.01M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$783K |
| 4 |
JP Morgan Chase
New York
|
-$747K |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$702K |
COBZ Hedge Fund Activity: Q2 2014 in Review
94 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q2 2014, worth a combined $327M — down 5.1% from $345M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of COBZ and 6 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 28 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $3.2M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $1.37M sold.
- 94 institutional investors held CoBiz Financial,Inc (COBZ) as of Q2 2014, down from 99 in Q1 2014.
- Funds reported $327M of CoBiz Financial,Inc stock for Q2 2014, down 5.1% quarter-over-quarter.
- 6 funds opened new CoBiz Financial,Inc positions in Q2 2014 and 11 closed out, a net change of -5 holders.
- The largest CoBiz Financial,Inc buyer in Q2 2014 was Wellington Management Group, an estimated $3.2M added.
- The largest CoBiz Financial,Inc seller in Q2 2014 was McKinley Capital Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2014.