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SIVB

SVB Financial Group

Delisted

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

422 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 152 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)

6% more capital invested

Capital invested by funds: $8.59B → $9.09B (+$502M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

2% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 152

0% less funds holding

Funds holding: 423422 (-1)

48% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $50M

Holders
422
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
155
Reduced
152
Closed
44
Calls
$26.2M
Puts
$50M
Net Calls
-$23.8M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Salem Investment Counselors
North Carolina
$499K -$19.3K -110 -4%
PP
302
Paloma Partners
Connecticut
$492K +$111K +632 +32%
RIM
303
Ranger Investment Management
Texas
$481K -$830K -4,720 -65%
First Manhattan
304
First Manhattan
New York
$453K
RFC
305
Regions Financial Corp
Alabama
$451K -$6.51K -37 -2%
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$442K
Citigroup
307
Citigroup
New York
$434K +$55.6K +316 +16%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$425K +$17.1K +97 +4%
US Bancorp
309
US Bancorp
Minnesota
$419K -$80.5K -458 -17%
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$415K +$252K +1,435 +184%
PNC
311
Park National Corp
Ohio
$410K
SOADOR
312
State of Alaska Department of Revenue
Alaska
$408K +$128K +730 +50%
P8IP
313
Pier 88 Investment Partners
California
$404K
CI
314
Cigna Investments
Connecticut
$404K +$176 +1 +0%
KFC
315
Klingenstein Fields & Co
New York
$393K
HW
316
Hancock Whitney
Mississippi
$383K +$360K +2,046 New
MBT
317
Montecito Bank & Trust
California
$374K
OCM
318
One Capital Management
California
$374K
TYCC
319
Texas Yale Capital Corp
Florida
$374K
BIA
320
Biondo Investment Advisors
Pennsylvania
$374K +$352K +2,000 New
SCI
321
S&CO Inc
Massachusetts
$373K
GRP
322
Global Retirement Partners
California
$371K +$57.7K +328 +20%
SAM
323
Shell Asset Management
Netherlands
$364K -$298K -1,693 -47%
4IG
324
440 Investment Group
Kansas
$363K +$341K +1,939 New
SSWM
325
Sheets Smith Wealth Management
North Carolina
$358K -$2.11K -12 -0.6%

SIVB Hedge Fund Activity: Q3 2017 in Review

422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2017, worth a combined $9.09B — up 5.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SIVB positions and 44 closed out — a net gain of 4 holders — while 155 added to existing stakes and 152 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $90.1M. The largest seller was Capital Research Global Investors, cutting an estimated $172M.

  • 422 institutional investors held SVB Financial Group (SIVB) as of Q3 2017, down from 423 in Q2 2017.
  • Funds reported $9.09B of SVB Financial Group stock for Q3 2017, up 5.8% quarter-over-quarter.
  • 48 funds opened new SVB Financial Group positions in Q3 2017 and 44 closed out, a net change of +4 holders.
  • The largest SVB Financial Group buyer in Q3 2017 was CI Investments Inc, an estimated $90.1M added.
  • The largest SVB Financial Group seller in Q3 2017 was Capital Research Global Investors, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2017.