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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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99 hedge funds and large institutions have $353M invested in CoBiz Financial,Inc in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $327M → $353M (+$25.2M)

5% more funds holding

Funds holding: 94 → 99 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
28
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
+$6.92M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.49M
3
DIA
Davidson Investment Advisors
Montana
+$2.54M
4
PPA
Parametric Portfolio Associates
Washington
+$740K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$610K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2M
2
BFA
BlackRock Fund Advisors
California
-$541K
3
Goldman Sachs
Goldman Sachs
New York
-$480K
4
Stifel Financial
Stifel Financial
Missouri
-$440K
5
CS
Credit Suisse
Switzerland
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
51
BSW Wealth Partners
Colorado
$534K – – –
CS
52
Credit Suisse
Switzerland
$513K -$399K -35,145 -43%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$500K – – –
Two Sigma Advisers
54
Two Sigma Advisers
New York
$488K -$44.2K -3,900 -8%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$482K +$48.7K +4,298 +11%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$449K – – –
Swiss National Bank
57
Swiss National Bank
Switzerland
$427K – – –
U
58
UBS
Switzerland
$407K +$405K +35,750 +5,417%
NFA
59
Nationwide Fund Advisors
Ohio
$374K -$16.8K -1,484 -4%
RFC
60
Russell Frank Company
Washington
$373K +$15.9K +1,406 +4%
PCM
61
Palouse Capital Management
Washington
$348K – – –
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$318K – – –
HighTower Advisors
63
HighTower Advisors
Illinois
$313K +$317K +27,978 New
MFIMFI
64
Mesirow Financial Investment Management - Fixed Income
Illinois
$306K – – –
BFPW
65
BOK Financial Private Wealth
Colorado
$305K – – –
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$294K -$121K -10,693 -29%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$288K -$284K -25,000 -49%
Invesco
68
Invesco
Georgia
$287K +$12K +1,054 +4%
AIG
69
American International Group
New York
$262K -$204 -18 -0.1%
First Trust Advisors
70
First Trust Advisors
Illinois
$248K -$240K -21,124 -49%
CCM
71
Coldstream Capital Management
Washington
$242K – – –
BA
72
BlackRock Advisors
Delaware
$233K -$2.14K -189 -0.9%
Public Employees Retirement Association of Colorado
73
Public Employees Retirement Association of Colorado
Colorado
$188K – – –
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$172K -$1.7K -150 -1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$159K -$21.4K -1,890 -12%
1 2
3
4 5

COBZ Hedge Fund Activity: Q3 2014 in Review

99 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2014, worth a combined $353M — up 7.7% from $327M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 39 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $6.92M. The largest seller was Maltese Capital Management, cutting an estimated $2M.

  • 99 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2014, up from 94 in Q2 2014.
  • Funds reported $353M of CoBiz Financial,Inc stock for Q3 2014, up 7.7% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q3 2014 and 6 closed out, a net change of +5 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2014 was Eagle Asset Management, an estimated $6.92M added.
  • The largest CoBiz Financial,Inc seller in Q3 2014 was Maltese Capital Management, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2014.