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SIVB

SVB Financial Group

Delisted

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

326 hedge funds and large institutions have $5.32B invested in SVB Financial Group in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $4.6B → $5.32B (+$719M)

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

1% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $20M

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 330326 (-4)

Holders
326
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
8.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
128
Reduced
113
Closed
44
Calls
$20.3M
Puts
$20M
Net Calls
+$277K
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
251
Virtu KCG Holdings
New York
$366K -$37.2K -357 -10%
1GA
252
1st Global Advisors
Texas
$362K +$83K +797 +32%
NFG
253
Next Financial Group
Texas
$361K +$8.95K +86 +3%
Capital Fund Management (CFM)
254
Capital Fund Management (CFM)
France
$361K +$340K +3,265 New
BRWA
255
B. Riley Wealth Advisors
Florida
$334K +$314K +3,018 New
RCM
256
Riverhead Capital Management
Delaware
$332K -$317K -3,050 -50%
First Manhattan
257
First Manhattan
New York
$331K
DADC
258
D.A. Davidson & Co
Montana
$315K -$33.8K -325 -10%
Verition Fund Management
259
Verition Fund Management
Connecticut
$313K +$295K +2,835 New
RFC
260
Regions Financial Corp
Alabama
$293K +$3.96K +38 +1%
FMT
261
First Mercantile Trust
Tennessee
$292K -$1.01M -9,695 -79%
JMPWA
262
JP Morgan Private Wealth Advisors
California
$291K +$43.5K +418 +19%
SG Americas Securities
263
SG Americas Securities
New York
$285K -$1.39M -13,338 -84%
AFG
264
American Financial Group
Ohio
$279K +$32.1K +308 +14%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$274K -$4.14M -39,808 -94%
US Bancorp
266
US Bancorp
Minnesota
$268K -$84.5K -812 -25%
MCM
267
MAI Capital Management
Ohio
$268K +$252K +2,420 New
IPC
268
Independent Portfolio Consultants
Florida
$250K +$8.33K +80 +4%
TH
269
Timber Hill
Connecticut
$243K +$229K +2,199 New
PNC
270
Park National Corp
Ohio
$242K -$11.1K -107 -5%
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$238K -$87.4K -840 -28%
KFC
272
Klingenstein Fields & Co
New York
$232K +$219K +2,100 New
William Blair & Company
273
William Blair & Company
Illinois
$230K -$94.3K -906 -30%
NIT
274
NumerixS Investment Technologies
British Columbia, Canada
$221K -$458K -4,400 -69%
MBT
275
Montecito Bank & Trust
California
$221K +$208K +2,000 New

SIVB Hedge Fund Activity: Q3 2016 in Review

326 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2016, worth a combined $5.32B — up 16% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SIVB and 43 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 128 added.

The largest buyer was Artisan Partners, adding an estimated $57.3M. The largest seller was Invesco, cutting an estimated $54.7M.

  • 326 institutional investors held SVB Financial Group (SIVB) as of Q3 2016, down from 330 in Q2 2016.
  • Funds reported $5.32B of SVB Financial Group stock for Q3 2016, up 16% quarter-over-quarter.
  • 43 funds opened new SVB Financial Group positions in Q3 2016 and 44 closed out, a net change of -1 holder.
  • The largest SVB Financial Group buyer in Q3 2016 was Artisan Partners, an estimated $57.3M added.
  • The largest SVB Financial Group seller in Q3 2016 was Invesco, an estimated $54.7M sold.

Based on aggregated 13F filings for Q3 2016.