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SIVB

SVB Financial Group
SIVB

Delisted

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

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381 hedge funds and large institutions have $8.5B invested in SVB Financial Group in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 101 increasing their positions, 159 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 25

61% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $21.3M

60% more capital invested

Capital invested by funds: $5.32B → $8.5B (+$3.18B)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 326 → 381 (+55)

36% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 159

Holders
381
Holders Change
+55
Holders Change %
+16.87%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
84
Increased
101
Reduced
159
Closed
25
Calls
$34.4M
Puts
$21.3M
Net Calls
+$13.1M
Net Calls Change
+$12.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$79M
4
JHIU
Janus Henderson Investors US
Colorado
+$77.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.4M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$74.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$58.9M
3
CWAM
Columbia Wanger Asset Management
Illinois
-$37.3M
4
MDSL
M.D. Sass LLC
New York
-$33.7M
5
SC
Samlyn Capital
New York
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
301
MAI Capital Management
Ohio
$382K -$28.1K -196 -8%
PNC
302
Park National Corp
Ohio
$376K – – –
N
303
Natixis
France
$376K +$314K +2,188 New
AG
304
Advisor Group
Arizona
$368K +$38.7K +270 +14%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$365K +$305K +2,127 New
KFC
306
Klingenstein Fields & Co
New York
$360K – – –
MBT
307
Montecito Bank & Trust
California
$343K – – –
OCM
308
One Capital Management
California
$343K – – –
JIP
309
Jaffetilchin Investment Partners
Florida
$342K +$286K +1,994 New
SCI
310
S&CO Inc
Massachusetts
$342K +$286K +1,995 New
Squarepoint
311
Squarepoint
New York
$339K +$283K +1,974 New
CI
312
Cigna Investments
Connecticut
$335K +$280K +1,953 New
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$310K -$48.9K -341 -16%
GW
314
GW & Wade
Massachusetts
$307K +$256K +1,787 New
TA
315
Teton Advisors
New York
$302K -$1.12M -7,815 -82%
CG
316
Cutler Group
California
$302K +$253K +1,765 New
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$294K +$245K +1,710 New
MAP
318
Moody Aldrich Partners
Massachusetts
$293K +$244K +1,704 New
EMG
319
Ellington Management Group
Connecticut
$292K +$244K +1,700 New
TRCT
320
Tower Research Capital (TRC)
New York
$274K +$90.2K +629 +65%
TAM
321
Tocqueville Asset Management
New York
$263K +$220K +1,532 New
QSS
322
Quantitative Systematic Strategies
Florida
$263K +$221K +1,542 New
SCM
323
Segantii Capital Management
Hong Kong
$239K +$201K +1,400 New
MFW
324
Meristem Family Wealth
Minnesota
$232K +$193K +1,349 New
DWM
325
Destination Wealth Management
California
$231K +$193K +1,344 New
11 12
13
14 15

SIVB Hedge Fund Activity: Q4 2016 in Review

381 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2016, worth a combined $8.5B — up 60% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SIVB positions and 25 closed out — a net gain of 59 holders — while 101 added to existing stakes and 159 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $120M. The largest seller was TimesSquare Capital Management, cutting an estimated $74.9M.

  • 381 institutional investors held SVB Financial Group (SIVB) as of Q4 2016, up from 326 in Q3 2016.
  • Funds reported $8.5B of SVB Financial Group stock for Q4 2016, up 60% quarter-over-quarter.
  • 84 funds opened new SVB Financial Group positions in Q4 2016 and 25 closed out, a net change of +59 holders.
  • The largest SVB Financial Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $120M added.
  • The largest SVB Financial Group seller in Q4 2016 was TimesSquare Capital Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2016.