SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
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.
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)
Top Buyers
| 1 |
ClearBridge Investments
New York
|
+$15.2M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
+$14.2M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$11.6M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$10.3M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$9.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
251
Turner Investments
Berwyn,
Pennsylvania
| – | -$312K | -3,750 | Closed |
|
|
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$256K | -3,075 | Closed |
|
|
CG
253
Clinton Group
New York
| – | -$248K | -2,979 | Closed |
|
|
PP
254
Paloma Partners
Greenwich,
Connecticut
| – | -$230K | -2,762 | Closed |
|
255
William Blair & Company
Chicago,
Illinois
| – | -$207K | -2,490 | Closed |
|
|
WP
256
WMS Partners
Towson,
Maryland
| – | -$202K | -2,420 | Closed |
|
257
KBC Group
Brussels,
Belgium
| – | -$175K | -2,095 | Closed |
|
|
FHB
258
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$93K | -1,115 | Closed |
|
|
OMCS
259
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$42K | -500 | Closed |
|
|
TSWM
260
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$17K | -200 | Closed |
|
261
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -16 | Closed |
|
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.