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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
28
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.2M
2
BA
Broadview Advisors
Wisconsin
+$2.81M
3
HA
Heartland Advisors
Wisconsin
+$1.93M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11M
5
Millennium Management
Millennium Management
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
MCM
McKinley Capital Management
Alaska
-$1.37M
2
BFA
BlackRock Fund Advisors
California
-$1.01M
3
BFC
Banc Funds Company
Illinois
-$783K
4
JP Morgan Chase
JP Morgan Chase
New York
-$747K
5
DIA
Dean Investment Associates
Ohio
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
– -$123K -10,705 Closed
MCM
102
Mazama Capital Management
Oregon
– -$78K -6,745 Closed
DCM
103
Dean Capital Management
Kansas
– -$42K -3,660 Closed
FMT
104
First Mercantile Trust
Tennessee
– -$5K -399 Closed
GI
105
Gradient Investments
Minnesota
– -$2K -200 Closed
1 2 3 4
5

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.