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SIVB

SVB Financial Group

Delisted

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

289 hedge funds and large institutions have $5.38B invested in SVB Financial Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $5.22B → $5.38B (+$168M)

2% more call options, than puts

Call options by funds: $963K | Put options by funds: $945K

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 295289 (-6)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
34
Increased
97
Reduced
110
Closed
36
Calls
$963K
Puts
$945K
Net Calls
+$18K
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Capstone Asset Management
Texas
$387K -$203K -1,860 -36%
TA
227
Teton Advisors
New York
$371K
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$366K -$3.93K -36 -1%
AAM
229
Advisors Asset Management
Colorado
$363K +$177K +1,625 +108%
SI
230
Stephens Inc
Arkansas
$362K -$327 -3 -0.1%
First Manhattan
231
First Manhattan
New York
$348K
Stifel Financial
232
Stifel Financial
Missouri
$328K +$10.1K +93 +3%
IPC
233
Independent Portfolio Consultants
Florida
$322K +$255K +2,335 +537%
VKH
234
Virtu KCG Holdings
New York
$310K +$291K +2,670 New
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$291K -$133K -1,222 -33%
BIG
236
Blackthorn Investment Group
Kansas
$290K -$54.5K -500 -17%
LS
237
Lupo Securities
Illinois
$290K +$272K +2,495 New
LPL Financial
238
LPL Financial
California
$285K -$24.4K -224 -8%
NERM
239
New England Research & Management
Illinois
$255K +$240K +2,200 New
PNC
240
Park National Corp
Ohio
$254K
WA
241
Whitebox Advisors
Minnesota
$252K +$237K +2,175 New
OA
242
OFI Advisors
Pennsylvania
$245K -$34.1K -313 -13%
B
243
Barings
North Carolina
$244K
KFC
244
Klingenstein Fields & Co
New York
$244K
OCM
245
One Capital Management
California
$232K
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$225K -$26.8K -246 -11%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$214K -$242K -2,215 -55%
MLL
248
Moody Lynn & Lieberson
Massachusetts
$203K +$191K +1,750 New
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
$178K -$26K -238 -13%
MBE
250
Michael B. Elefante
$160K -$1.09K -10 -0.7%

SIVB Hedge Fund Activity: Q4 2014 in Review

289 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2014, worth a combined $5.38B — up 3.2% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SIVB and 34 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Lord, Abbett & Co, cutting an estimated $126M.

  • 289 institutional investors held SVB Financial Group (SIVB) as of Q4 2014, down from 295 in Q3 2014.
  • Funds reported $5.38B of SVB Financial Group stock for Q4 2014, up 3.2% quarter-over-quarter.
  • 34 funds opened new SVB Financial Group positions in Q4 2014 and 36 closed out, a net change of -2 holders.
  • The largest SVB Financial Group buyer in Q4 2014 was JP Morgan Chase, an estimated $110M added.
  • The largest SVB Financial Group seller in Q4 2014 was Lord, Abbett & Co, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.