We are live on ! Find out more
COBZ

CoBiz Financial,Inc
COBZ

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

1% less funds holding

Funds holding: 9998 (-1)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
31
Reduced
39
Closed
6
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
$50.9M -$473K -39,500 -1%
BFC
2
Banc Funds Company
Illinois
$27.3M +$293K +24,441 +1%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$21.8M -$3.97K -331 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.9M +$441K +36,777 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$19.4M -$320K -26,664 -2%
William Blair & Company
6
William Blair & Company
Illinois
$17.7M -$474K -39,553 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$17.2M +$688K +57,400 +5%
BA
8
Broadview Advisors
Wisconsin
$16M +$338K +28,200 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$15.6M +$344K +28,688 +2%
Goldman Sachs
10
Goldman Sachs
New York
$15.3M +$242K +20,206 +2%
BIT
11
BlackRock Institutional Trust
California
$15.1M -$129K -10,800 -0.9%
BFA
12
BlackRock Fund Advisors
California
$12.8M +$1.55M +129,019 +15%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.4M
HA
14
Heartland Advisors
Wisconsin
$12.2M
Wellington Management Group
15
Wellington Management Group
Massachusetts
$12M +$1.48M +123,646 +16%
EA
16
Emerald Advisers
Pennsylvania
$11.1M +$58.1K +4,850 +0.6%
CPIM
17
Columbia Partners Investment Management
Virginia
$9.56M -$922K -76,895 -10%
EAM
18
Eagle Asset Management
Florida
$8.06M +$39.5K +3,297 +0.5%
State Street
19
State Street
Massachusetts
$7.8M +$93K +7,762 +1%
KCM
20
Kennedy Capital Management
Missouri
$7.56M -$61.2K -5,106 -0.9%
PCM
21
Penn Capital Management
Pennsylvania
$6.17M -$264K -22,049 -4%
MCM
22
Maltese Capital Management
New York
$5.65M -$2.26M -188,400 -30%
Northern Trust
23
Northern Trust
Illinois
$5.02M -$258K -21,547 -5%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$4.05M -$121K -10,100 -3%
PAM
25
Panagora Asset Management
Massachusetts
$3.93M -$90.7K -7,565 -2%

COBZ Hedge Fund Activity: Q4 2014 in Review

98 of the 3,749 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.