CoBiz Financial,Inc
COBZ
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 99 → 101 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$8.46M |
| 2 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
+$5.1M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$3.58M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$2.78M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$19.5M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.03M |
| 3 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
-$1.72M |
| 4 |
Millennium Management
New York
|
-$1.28M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Janus Henderson Group
London,
United Kingdom
| – | -$19.5M | -1,121,396 | Closed |
|
|
MCM
102
McKinley Capital Management
Anchorage,
Alaska
| – | -$1.27M | -73,134 | Closed |
|
103
Two Sigma Investments
New York
| – | -$568K | -32,635 | Closed |
|
|
BFPW
104
BOK Financial Private Wealth
Denver,
Colorado
| – | -$451K | -25,937 | Closed |
|
|
MC
105
Menta Capital
San Francisco,
California
| – | -$358K | -20,594 | Closed |
|
|
PL
106
Parkwood LLC
Cleveland,
Ohio
| – | -$188K | -10,832 | Closed |
|
|
DIA
107
Davidson Investment Advisors
Great Falls,
Montana
| – | -$12K | -695 | Closed |
|
108
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -161 | Closed |
|
109
SEI Investments
Oaks,
Pennsylvania
| – | +$383 | +22 | New |
|
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.