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SIVB

SVB Financial Group

Delisted

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

345 hedge funds and large institutions have $5.57B invested in SVB Financial Group in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 112 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 112

5% more capital invested

Capital invested by funds: $5.31B → $5.57B (+$256M)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 347345 (-2)

77% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $48.1M

Holders
345
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
9.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
144
Reduced
112
Closed
41
Calls
$11.2M
Puts
$48.1M
Net Calls
-$36.9M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$11K +$1.99K +16 +21%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$11K +$3.23K +26 +39%
ZB
328
Zions Bancorporation
Utah
$9K
MFS
329
MSI Financial Services
Massachusetts
$8K +$6.95K +56 +467%
AP
330
Atwood & Palmer
Missouri
$7K
PCM
331
Penserra Capital Management
California
$7K +$7.19K +58 New
ACS
332
Archford Capital Strategies
Illinois
$6K
WCBA
333
Weaver C. Barksdale & Associates
Tennessee
$6K +$620 +5 +11%
S
334
SignatureFD
Georgia
$6K +$6.57K +53 New
GWM
335
Gupta Wealth Management
California
$5K
CBT
336
Central Bank & Trust
Kentucky
$5K +$5.33K +43 New
KC
337
Kingfisher Capital
North Carolina
$5K +$5.71K +46 New
GT
338
Glenmede Trust
Pennsylvania
$4K
EWM
339
Evercore Wealth Management
New York
$4K +$3.85K +31 New
FNBT
340
FineMark National Bank & Trust
Florida
$3K
VCM
341
Versant Capital Management
Arizona
$3K +$3.6K +29 New
N
342
Nuveen
North Carolina
$2.63K
SEI Investments
343
SEI Investments
Pennsylvania
$2K -$1.41M -11,372 -100%
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FHA
345
First Horizon Advisors
Tennessee
$1K
Capital Research Global Investors
346
Capital Research Global Investors
California
-$158M -1,366,000 Closed
RIM
347
Rainier Investment Management
Washington
-$12.8M -110,810 Closed
Wellington Management Group
348
Wellington Management Group
Massachusetts
-$12.6M -108,976 Closed
VIG
349
Vienna Insurance Group
Poland
-$8.09M -70,000 Closed
First Trust Advisors
350
First Trust Advisors
Illinois
-$6.71M -58,032 Closed

SIVB Hedge Fund Activity: Q4 2015 in Review

345 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2015, worth a combined $5.57B — up 4.8% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SIVB positions and 41 closed out — a net gain of 1 holder — while 144 added to existing stakes and 112 trimmed.

The largest buyer was State Street, adding an estimated $72.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $158M sold.

  • 345 institutional investors held SVB Financial Group (SIVB) as of Q4 2015, down from 347 in Q3 2015.
  • Funds reported $5.57B of SVB Financial Group stock for Q4 2015, up 4.8% quarter-over-quarter.
  • 42 funds opened new SVB Financial Group positions in Q4 2015 and 41 closed out, a net change of +1 holder.
  • The largest SVB Financial Group buyer in Q4 2015 was State Street, an estimated $72.1M added.
  • The largest SVB Financial Group seller in Q4 2015 was Capital Research Global Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2015.