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COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

103 hedge funds and large institutions have $356M invested in CoBiz Financial,Inc in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $280M → $356M (+$76.7M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 103103 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
35
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$47.1M +$50.1K +4,600 +0.1%
BFC
2
Banc Funds Company
Illinois
$26.7M -$1.36M -125,000 -5%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$19.9M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$16.5M +$1.05M +96,246 +8%
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16M +$8.79M +806,934 +131%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15.4M +$269K +24,674 +2%
Goldman Sachs
7
Goldman Sachs
New York
$14.1M +$252K +23,176 +2%
BIT
8
BlackRock Institutional Trust
California
$13.7M -$388K -35,634 -3%
William Blair & Company
9
William Blair & Company
Illinois
$13.5M +$1.29M +118,681 +12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$13M -$814K -74,757 -6%
MCM
11
Maltese Capital Management
New York
$12.7M +$398K +36,544 +4%
Vanguard Group
12
Vanguard Group
Pennsylvania
$12.2M +$223K +20,456 +2%
BFA
13
BlackRock Fund Advisors
California
$11.7M -$430K -39,471 -4%
CPIM
14
Columbia Partners Investment Management
Virginia
$9.92M -$641K -58,825 -7%
EA
15
Emerald Advisers
Pennsylvania
$9.14M +$653K +59,973 +9%
HA
16
Heartland Advisors
Wisconsin
$8.97M
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$7.97M -$1.42M -129,900 -16%
KCM
18
Kennedy Capital Management
Missouri
$7.83M -$166K -15,212 -2%
BA
19
Broadview Advisors
Wisconsin
$7.5M +$1.78M +163,304 +35%
State Street
20
State Street
Massachusetts
$6.89M +$128K +11,718 +2%
Northern Trust
21
Northern Trust
Illinois
$6.11M +$125K +11,461 +2%
PAM
22
Panagora Asset Management
Massachusetts
$4.21M +$21.3K +1,959 +0.6%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.72M -$378K -34,700 -10%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.39M -$274K -25,184 -8%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$2.7M +$2.46M +225,633 New

COBZ Hedge Fund Activity: Q4 2013 in Review

103 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2013, worth a combined $356M — up 27% from $280M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COBZ positions and 9 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, adding an estimated $8.79M. The largest seller was Lord, Abbett & Co, cutting an estimated $1.42M.

  • 103 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $356M of CoBiz Financial,Inc stock for Q4 2013, up 27% quarter-over-quarter.
  • 10 funds opened new CoBiz Financial,Inc positions in Q4 2013 and 9 closed out, a net change of +1 holder.
  • The largest CoBiz Financial,Inc buyer in Q4 2013 was Emerald Mutual Fund Advisers Trust, an estimated $8.79M added.
  • The largest CoBiz Financial,Inc seller in Q4 2013 was Lord, Abbett & Co, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2013.