We are live on ! Find out more
COBZ

CoBiz Financial,Inc
COBZ

Delisted

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

120 hedge funds and large institutions have $694M invested in CoBiz Financial,Inc in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

19% more funds holding

Funds holding: 101120 (+19)

1% more capital invested

Capital invested by funds: $687M → $694M (+$7.21M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
120
Holders Change
+19
Holders Change %
+18.81%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
43
Reduced
34
Closed
3
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$95.5M -$2.73M -134,900 -3%
BlackRock
2
BlackRock
New York
$61.8M +$9.8M +483,473 +19%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.4M +$421K +20,755 +1%
Goldman Sachs
4
Goldman Sachs
New York
$36.7M +$602K +29,708 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.3M -$53.8K -2,655 -0.2%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$33.2M +$10.3K +507 +0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$31.3M +$1.33M +65,817 +4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$26.3M -$372K -18,367 -1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$23.6M -$315K -15,560 -1%
BFC
10
Banc Funds Company
Illinois
$22M -$6.89M -340,000 -24%
Macquarie Group
11
Macquarie Group
Australia
$21.6M -$4.54M -224,088 -17%
Victory Capital Management
12
Victory Capital Management
Texas
$20.6M +$11M +543,620 +112%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$17.7M -$37M -1,825,004 -67%
BA
14
Broadview Advisors
Wisconsin
$16.6M -$2.62M -129,250 -13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.5M -$701K -34,589 -4%
State Street
16
State Street
Massachusetts
$14.5M +$374K +18,438 +3%
EPCA
17
Elizabeth Park Capital Advisors
Ohio
$11.7M -$712K -35,130 -6%
Renaissance Technologies
18
Renaissance Technologies
New York
$11.1M +$130K +6,400 +1%
Millennium Management
19
Millennium Management
New York
$10.4M +$9.31M +459,249 +747%
EAM
20
Eagle Asset Management
Florida
$9.18M -$2.77M -136,839 -23%
Northern Trust
21
Northern Trust
Illinois
$9M -$929K -45,835 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.86M +$1.05M +51,986 +13%
NI
23
Nuance Investments
Missouri
$7.69M +$7.8M +384,761 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.27M -$607K -29,967 -8%
FHC
25
Forest Hill Capital
Arkansas
$6.05M +$199K +9,800 +3%

COBZ Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CoBiz Financial,Inc (COBZ) for Q4 2017, worth a combined $694M — up 1% from $687M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new COBZ positions and 3 closed out — a net gain of 19 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $11M. The largest seller was Wellington Management Group, cutting an estimated $37M.

  • 120 institutional investors held CoBiz Financial,Inc (COBZ) as of Q4 2017, up from 101 in Q3 2017.
  • Funds reported $694M of CoBiz Financial,Inc stock for Q4 2017, up 1% quarter-over-quarter.
  • 22 funds opened new CoBiz Financial,Inc positions in Q4 2017 and 3 closed out, a net change of +19 holders.
  • The largest CoBiz Financial,Inc buyer in Q4 2017 was Victory Capital Management, an estimated $11M added.
  • The largest CoBiz Financial,Inc seller in Q4 2017 was Wellington Management Group, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2017.