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SIVB

SVB Financial Group

Delisted

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

330 hedge funds and large institutions have $4.6B invested in SVB Financial Group in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 113

4% less funds holding

Funds holding: 343330 (-13)

7% less capital invested

Capital invested by funds: $4.96B → $4.6B (-$359M)

14% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 51

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

54% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $46.1M

Holders
330
Holders Change
-13
Holders Change %
-3.79%
% of All Funds
8.8%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
44
Increased
141
Reduced
113
Closed
51
Calls
$21.3M
Puts
$46.1M
Net Calls
-$24.8M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$223K +$1.74K +17 +0.7%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$220K +$4.81K +47 +2%
PNC
278
Park National Corp
Ohio
$219K +$10.9K +107 +5%
JMPWA
279
JP Morgan Private Wealth Advisors
California
$211K -$77.8K -760 -26%
AFG
280
American Financial Group
Ohio
$211K +$227K +2,217 New
IPC
281
Independent Portfolio Consultants
Florida
$208K +$24.6K +240 +12%
DTL
282
Dynamic Technology Lab
Singapore
$204K +$219K +2,139 New
PP
283
Paloma Partners
Connecticut
$202K -$533K -5,214 -71%
QT
284
Quantbot Technologies
New York
$144K +$156K +1,520 New
AG
285
Advisor Group
Arizona
$141K +$155K +1,512 New
TRCT
286
Tower Research Capital (TRC)
New York
$137K +$135K +1,321 +1,092%
IA
287
IFP Advisors
Florida
$137K +$145K +1,413 +4,710%
PAM
288
Panagora Asset Management
Massachusetts
$119K
BC
289
Bartlett & Co
Ohio
$86K -$370K -3,615 -80%
Nomura Asset Management
290
Nomura Asset Management
Japan
$73K +$78.8K +770 New
LTFS
291
Ladenburg Thalmann Financial Services
Florida
$60K +$18.7K +183 +41%
ASN
292
Advisory Services Network
Georgia
$52K +$5.42K +53 +11%
BBHC
293
Brown Brothers Harriman & Co
New York
$45K -$3.89K -38 -7%
CCA
294
Checchi Capital Advisers
California
$40K +$8.9K +87 +26%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$31K +$10.8K +106 +48%
HIIFS
296
Harel Insurance Investments & Financial Services
Israel
$30K -$1.02K -10 -3%
HCM
297
Highlander Capital Management
New Jersey
$29K
WAM
298
Wealthspire Advisors (Maryland)
Maryland
$27K -$60.5K -591 -68%
WTC
299
WhitTier Trust Company
Nevada
$26K
SSB
300
Sandy Spring Bank
Maryland
$19K

SIVB Hedge Fund Activity: Q2 2016 in Review

330 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2016, worth a combined $4.6B — down 7.2% from $4.96B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SIVB and 44 opened new positions — a net loss of 7 holders — while 113 trimmed existing stakes and 141 added.

The largest buyer was TimesSquare Capital Management, adding an estimated $78.9M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 330 institutional investors held SVB Financial Group (SIVB) as of Q2 2016, down from 343 in Q1 2016.
  • Funds reported $4.6B of SVB Financial Group stock for Q2 2016, down 7.2% quarter-over-quarter.
  • 44 funds opened new SVB Financial Group positions in Q2 2016 and 51 closed out, a net change of -7 holders.
  • The largest SVB Financial Group buyer in Q2 2016 was TimesSquare Capital Management, an estimated $78.9M added.
  • The largest SVB Financial Group seller in Q2 2016 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.