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SIVB

SVB Financial Group

Delisted

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

423 hedge funds and large institutions have $8.59B invested in SVB Financial Group in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 137 increasing their positions, 156 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 42

8% more funds holding

Funds holding: 391423 (+32)

7% less capital invested

Capital invested by funds: $9.22B → $8.59B (-$629M)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 156

55% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $50.9M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
423
Holders Change
+32
Holders Change %
+8.18%
% of All Funds
10.55%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
78
Increased
137
Reduced
156
Closed
42
Calls
$22.8M
Puts
$50.9M
Net Calls
-$28.1M
Net Calls Change
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
326
Klingenstein Fields & Co
New York
$369K
BAM
327
Baring Asset Management
United Kingdom
$364K -$1.25K -7 -0.3%
MBT
328
Montecito Bank & Trust
California
$352K
OCM
329
One Capital Management
California
$352K
TYCC
330
Texas Yale Capital Corp
Florida
$352K
Citigroup
331
Citigroup
New York
$352K +$102K +569 +40%
PP
332
Paloma Partners
Connecticut
$352K +$358K +2,000 New
SCI
333
S&CO Inc
Massachusetts
$351K
SSWM
334
Sheets Smith Wealth Management
North Carolina
$338K -$13.6K -76 -4%
MAM
335
Morse Asset Management
Connecticut
$338K +$345K +1,925 New
EWA
336
EP Wealth Advisors
California
$332K
B
337
Barings
North Carolina
$330K -$3M -16,722 -90%
TA
338
Teton Advisors
New York
$307K
PWS
339
Peloton Wealth Strategists
Indiana
$303K +$309K +1,725 New
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$301K
EOJOAM
341
E. Ohman J:or Asset Management
Sweden
$299K +$305K +1,700 New
Caisse de Depot et Placement du Quebec (CDPQ)
342
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$298K +$305K +1,700 New
CM
343
Castleark Management
Illinois
$297K +$303K +1,690 New
Nordea Investment Management
344
Nordea Investment Management
Sweden
$293K -$1.75M -9,757 -85%
JIP
345
Jaffetilchin Investment Partners
Florida
$291K -$60.5K -338 -17%
GRP
346
Global Retirement Partners
California
$291K +$86.5K +483 +41%
NFG
347
Next Financial Group
Texas
$268K
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$264K +$269K +1,500 New
MCM
349
MAI Capital Management
Ohio
$262K -$116K -645 -30%
RJT
350
Raymond James Trust
Florida
$259K +$716 +4 +0.3%

SIVB Hedge Fund Activity: Q2 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2017, worth a combined $8.59B — down 6.8% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SIVB positions and 42 closed out — a net gain of 36 holders — while 137 added to existing stakes and 156 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $177M. The largest seller was Credit Agricole, cutting an estimated $168M.

  • 423 institutional investors held SVB Financial Group (SIVB) as of Q2 2017, up from 391 in Q1 2017.
  • Funds reported $8.59B of SVB Financial Group stock for Q2 2017, down 6.8% quarter-over-quarter.
  • 78 funds opened new SVB Financial Group positions in Q2 2017 and 42 closed out, a net change of +36 holders.
  • The largest SVB Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $177M added.
  • The largest SVB Financial Group seller in Q2 2017 was Credit Agricole, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2017.