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SIVB

SVB Financial Group
SIVB

Delisted

SIVB was delisted on the 9th of March, 2023.

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239 hedge funds and large institutions have $3.74B invested in SVB Financial Group in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 74

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 236 → 239 (+3)

4% more capital invested

Capital invested by funds: $3.59B → $3.74B (+$150M)

37% less call options, than puts

Call options by funds: $6.76M | Put options by funds: $10.7M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
105
Reduced
74
Closed
22
Calls
$6.76M
Puts
$10.7M
Net Calls
-$3.93M
Net Calls Change
-$601K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$15.2M
2
Calamos Advisors
Calamos Advisors
Illinois
+$14.2M
3
HL
Harding Loevner
New Jersey
+$11.6M
4
UOC
UBS O'Connor
Illinois
+$10.3M
5
CIP
Champlain Investment Partners
Vermont
+$9.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
2
BTW
Boston Trust Walden
Massachusetts
-$56.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
4
WRF
Waddell & Reed Financial
Kansas
-$15.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$30K +$432 +5 +1%
MIC
227
MU Investments Company
Japan
$26K – – –
WTC
228
WhitTier Trust Company
Nevada
$23K – – –
FHA
229
First Horizon Advisors
Tennessee
$15K -$7.78K -90 -34%
NCM
230
Nelson Capital Management
California
$15K – – –
Creative Planning
231
Creative Planning
Kansas
$12K – – –
ST
232
Stifel Trust
Missouri
$11K – – –
TRCT
233
Tower Research Capital (TRC)
New York
$10K -$1.12K -13 -10%
MCM
234
Mazama Capital Management
Oregon
$8K – – –
PTC
235
Private Trust Company
Ohio
$8K +$3.54K +41 +82%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$5K – – –
BPBT
238
Boston Private Bank & Trust
Massachusetts
$3K – – –
DWA
239
Dorsey Wright & Associates
California
$338 +$338K +3,915 New
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
– -$6.8M -81,658 Closed
ARC
241
Absolute Return Capital
Massachusetts
– -$3.51M -42,133 Closed
MIU
242
Man Investments (UK)
United Kingdom
– -$2.05M -24,601 Closed
CCM
243
Cadence Capital Management
Massachusetts
– -$2M -23,960 Closed
OAM
244
Oxford Asset Management
United Kingdom
– -$1.26M -15,149 Closed
SO
245
STRS Ohio
Ohio
– -$1.03M -12,328 Closed
CWM
246
Concert Wealth Management
California
– -$959K -11,515 Closed
BNP Paribas Financial Markets
247
BNP Paribas Financial Markets
France
– -$571K -6,856 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
– -$417K -5,000 Closed
IA
249
Icon Advisers
Colorado
– -$408K -4,900 Closed
TC
250
TFS Capital
Pennsylvania
– -$354K -4,247 Closed
7 8 9
10
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SIVB Hedge Fund Activity: Q3 2013 in Review

239 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2013, worth a combined $3.74B — up 4.2% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SIVB positions and 22 closed out — a net gain of 6 holders — while 105 added to existing stakes and 74 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $15.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $64.6M.

  • 239 institutional investors held SVB Financial Group (SIVB) as of Q3 2013, up from 236 in Q2 2013.
  • Funds reported $3.74B of SVB Financial Group stock for Q3 2013, up 4.2% quarter-over-quarter.
  • 28 funds opened new SVB Financial Group positions in Q3 2013 and 22 closed out, a net change of +6 holders.
  • The largest SVB Financial Group buyer in Q3 2013 was ClearBridge Investments, an estimated $15.2M added.
  • The largest SVB Financial Group seller in Q3 2013 was Lord, Abbett & Co, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2013.