CoBiz Financial,Inc
COBZ
COBZ was delisted on the 28th of September, 2018.
98 hedge funds and large institutions have $406M invested in CoBiz Financial,Inc in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
15% more capital invested
Capital invested by funds: $353M → $406M (+$53.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 99 → 98 (-1)
21% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.23M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.55M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.48M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$917K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.95M |
| 2 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$2.81M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$2.26M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$1.55M |
| 5 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$922K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCCM
101
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$141K | -12,600 | Closed |
|
102
Principal Financial Group
Des Moines,
Iowa
| – | -$134K | -11,962 | Closed |
|
103
BNP Paribas Financial Markets
Paris,
France
| – | -$23.9K | -2,141 | Closed |
|
|
TDC
104
Thompson Davis & Co
Richmond,
Virginia
| – | -$3K | -250 | Closed |
|
COBZ Hedge Fund Activity: Q4 2014 in Review
98 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2014, worth a combined $406M — up 15% from $353M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new COBZ positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 39 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $2.23M. The largest seller was Millennium Management, cutting an estimated $2.95M.
- 98 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2014, down from 99 in Q3 2014.
- Funds reported $406M of CoBiz Financial,Inc stock for Q4 2014, up 15% quarter-over-quarter.
- 7 funds opened new CoBiz Financial,Inc positions in Q4 2014 and 6 closed out, a net change of +1 holder.
- The largest CoBiz Financial,Inc buyer in Q4 2014 was Stifel Financial, an estimated $2.23M added.
- The largest CoBiz Financial,Inc seller in Q4 2014 was Millennium Management, an estimated $2.95M sold.
Based on aggregated 13F filings for Q4 2014.