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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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98 hedge funds and large institutions have $561M invested in CoBiz Financial,Inc in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

28% more capital invested

Capital invested by funds: $437M → $561M (+$124M)

8% more funds holding

Funds holding: 91 → 98 (+7)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
44
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$2.74M
2
Millennium Management
Millennium Management
New York
+$2.23M
3
TWMP
Taylor Wealth Management Partners
Massachusetts
+$2.13M
4
PIM
Perkins Investment Management
Illinois
+$1.87M
5
Morgan Stanley
Morgan Stanley
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.4M
2
PCM
Penn Capital Management
Pennsylvania
-$1.82M
3
BFC
Banc Funds Company
Illinois
-$647K
4
BA
Broadview Advisors
Wisconsin
-$558K
5
Stifel Financial
Stifel Financial
Missouri
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274K +$237K +16,200 New
JMPWA
77
JP Morgan Private Wealth Advisors
California
$253K – – –
UCFA
78
United Capital Financial Advisors
Texas
$250K +$965 +66 +0.4%
PPA
79
Parametric Portfolio Associates
Washington
$209K +$8.79K +601 +5%
PL
80
Parkwood LLC
Ohio
$183K +$158K +10,832 New
UBS AM
81
UBS AM
Illinois
$176K -$35.1K -2,400 -19%
Legal & General Group
82
Legal & General Group
United Kingdom
$152K +$35.1K +2,401 +36%
BlackRock
83
BlackRock
New York
$144K – – –
Canada Life
84
Canada Life
Manitoba, Canada
$121K – – –
UBS Group
85
UBS Group
Switzerland
$117K +$72.8K +4,982 +260%
FMT
86
First Mercantile Trust
Tennessee
$85K +$877 +60 +1%
LCM
87
Legato Capital Management
California
$69.2K +$59.9K +4,095 New
US Bancorp
88
US Bancorp
Minnesota
$46K +$673 +46 +2%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$44K – – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$39K – – –
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$33.1K -$8.17K -559 -22%
DADC
92
D.A. Davidson & Co
Montana
$27K – – –
DIA
93
Davidson Investment Advisors
Montana
$27K – – –
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$14K +$11.8K +806 New
CG
95
Cutler Group
California
$11K – – –
MFS
96
MSI Financial Services
Massachusetts
$8K +$6.77K +463 New
FHA
97
First Horizon Advisors
Tennessee
$3K – – –
CHP
98
Cable Hill Partners
Oregon
$2K – – –
AC
99
Alpenglow Capital
California
– -$528K -39,700 Closed
AG
100
Aperio Group
California
– -$143K -10,742 Closed
1 2 3
4
5

COBZ Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2016, worth a combined $561M — up 28% from $437M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 3 closed out — a net gain of 8 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.74M. The largest seller was Wellington Management Group, cutting an estimated $13.4M.

  • 98 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2016, up from 91 in Q3 2016.
  • Funds reported $561M of CoBiz Financial,Inc stock for Q4 2016, up 28% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q4 2016 and 3 closed out, a net change of +8 holders.
  • The largest CoBiz Financial,Inc buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.74M added.
  • The largest CoBiz Financial,Inc seller in Q4 2016 was Wellington Management Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.