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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

101 hedge funds and large institutions have $687M invested in CoBiz Financial,Inc in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $603M → $687M (+$84.5M)

2% more funds holding

Funds holding: 99101 (+2)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
37
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$410K +$87K +5,000 +32%
SIA
77
Sit Investment Associates
Minnesota
$400K
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$333K
PPA
79
Parametric Portfolio Associates
Washington
$330K +$31.7K +1,822 +12%
Barclays
80
Barclays
United Kingdom
$304K -$9.29K -534 -3%
BWP
81
BSW Wealth Partners
Colorado
$284K +$783 +45 +0.3%
KeyBank National Association
82
KeyBank National Association
Ohio
$224K +$198K +11,400 New
GCP
83
GSA Capital Partners
United Kingdom
$206K +$182K +10,486 New
UBS AM
84
UBS AM
Illinois
$204K
AG
85
Aperio Group
California
$204K +$922 +53 +0.5%
Legal & General Group
86
Legal & General Group
United Kingdom
$197K +$14.1K +808 +9%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$196K -$34.8K -2,000 -17%
Canada Life
88
Canada Life
Manitoba, Canada
$137K
FMT
89
First Mercantile Trust
Tennessee
$86K -$5.05K -290 -6%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$73.1K -$5.95K -342 -8%
TRCT
91
Tower Research Capital (TRC)
New York
$66K +$58.2K +3,345 New
US Bancorp
92
US Bancorp
Minnesota
$55K +$6.65K +382 +16%
AIP
93
Ameritas Investment Partners
Nebraska
$51K
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$51K
VFA
95
Valeo Financial Advisors
Indiana
$34K +$30.5K +1,753 New
UBS Group
96
UBS Group
Switzerland
$28K +$23.8K +1,370 +2,796%
FHA
97
First Horizon Advisors
Tennessee
$8K +$3.92K +225 +113%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$7K -$12.2K -700 -67%
Citigroup
99
Citigroup
New York
$2K -$2.17K -125 -50%
CHP
100
Cable Hill Partners
Oregon
$2K

COBZ Hedge Fund Activity: Q3 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q3 2017, worth a combined $687M — up 14% from $603M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COBZ positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $8.46M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $19.5M sold.

  • 101 institutional investors held CoBiz Financial,Inc (COBZ) as of Q3 2017, up from 99 in Q2 2017.
  • Funds reported $687M of CoBiz Financial,Inc stock for Q3 2017, up 14% quarter-over-quarter.
  • 11 funds opened new CoBiz Financial,Inc positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest CoBiz Financial,Inc buyer in Q3 2017 was Victory Capital Management, an estimated $8.46M added.
  • The largest CoBiz Financial,Inc seller in Q3 2017 was Janus Henderson Group, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2017.