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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
EWA
326
EP Wealth Advisors
California
$352K -$879 -5 -0.3%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$347K +$136K +775 +72%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$334K +$13.2K +75 +4%
AAM
329
Advisors Asset Management
Colorado
$328K -$432K -2,458 -58%
JG
330
Jefferies Group
New York
$328K -$341K -1,939 -53%
TA
331
Teton Advisors
New York
$326K
Caisse de Depot et Placement du Quebec (CDPQ)
332
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$319K
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$318K
CM
334
Castleark Management
Illinois
$316K
Verition Fund Management
335
Verition Fund Management
Connecticut
$315K -$108K -614 -27%
AG
336
Advisor Group
Arizona
$312K -$243K -1,384 -45%
Nordea Investment Management
337
Nordea Investment Management
Sweden
$311K
KI
338
Koch Industries
Kansas
$304K +$285K +1,620 New
QT
339
Quantbot Technologies
New York
$295K +$277K +1,577 New
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$281K
BIAS
341
Beacon Investment Advisory Services
New Jersey
$279K +$262K +1,490 New
Group One Trading
342
Group One Trading
Illinois
$266K -$317K -1,800 -56%
MCM
343
MAI Capital Management
Ohio
$258K -$20K -114 -8%
RJT
344
Raymond James Trust
Florida
$249K -$25.1K -143 -10%
NFG
345
Next Financial Group
Texas
$248K -$31.5K -179 -12%
SEC
346
Seven Eight Capital
New York
$245K -$739K -4,200 -76%
MAP
347
Moody Aldrich Partners
Massachusetts
$237K
PAM
348
Panagora Asset Management
Massachusetts
$234K
NRS
349
Neville Rodie & Shaw
New York
$225K
ST
350
Spot Trading
Illinois
$225K +$70.5K +401 +50%

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.