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SIVB

SVB Financial Group

Delisted

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

478 hedge funds and large institutions have $11.1B invested in SVB Financial Group in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $9.09B → $11.1B (+$1.97B)

13% more funds holding

Funds holding: 422478 (+56)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 161

27% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $88.1M

Holders
478
Holders Change
+56
Holders Change %
+13.27%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
156
Reduced
161
Closed
36
Calls
$63.9M
Puts
$88.1M
Net Calls
-$24.1M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Shell Asset Management
Netherlands
$560K +$95.9K +450 +23%
PNC
327
Park National Corp
Ohio
$547K +$32K +150 +7%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$541K +$9.38K +44 +2%
RFC
329
Regions Financial Corp
Alabama
$540K -$21.5K -101 -4%
OMCS
330
Old Mutual Customised Solutions
South Africa
$514K +$234K +1,100 +100%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$510K +$69.5K +326 +18%
HW
332
Hancock Whitney
Mississippi
$506K +$25.6K +120 +6%
CM
333
Castleark Management
Illinois
$505K +$100K +470 +28%
KFC
334
Klingenstein Fields & Co
New York
$491K
NI
335
Numeric Investors
Massachusetts
$491K +$447K +2,100 New
N
336
Natixis
France
$488K -$338K -1,587 -43%
US Bancorp
337
US Bancorp
Minnesota
$486K -$34.9K -164 -7%
P8IP
338
Pier 88 Investment Partners
California
$484K -$18.1K -85 -4%
CI
339
Cigna Investments
Connecticut
$476K -$27.3K -128 -6%
SSWM
340
Sheets Smith Wealth Management
North Carolina
$470K +$21.5K +101 +5%
BIA
341
Biondo Investment Advisors
Pennsylvania
$468K
MBT
342
Montecito Bank & Trust
California
$468K
OCM
343
One Capital Management
California
$468K
SCI
344
S&CO Inc
Massachusetts
$466K
4IG
345
440 Investment Group
Kansas
$453K
AG
346
Advisor Group
Arizona
$447K +$51.8K +243 +15%
MIP
347
Marietta Investment Partners
Wisconsin
$444K +$405K +1,900 New
JIP
348
Jaffetilchin Investment Partners
Florida
$443K +$404K +1,894 New
CA
349
Cynosure Advisors
Utah
$443K +$404K +1,895 New
EWA
350
EP Wealth Advisors
California
$418K -$19.6K -92 -5%

SIVB Hedge Fund Activity: Q4 2017 in Review

478 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2017, worth a combined $11.1B — up 22% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SIVB positions and 36 closed out — a net gain of 58 holders — while 156 added to existing stakes and 161 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $46.2M. The largest seller was CI Investments Inc, exiting entirely with an estimated $95.9M sold.

  • 478 institutional investors held SVB Financial Group (SIVB) as of Q4 2017, up from 422 in Q3 2017.
  • Funds reported $11.1B of SVB Financial Group stock for Q4 2017, up 22% quarter-over-quarter.
  • 94 funds opened new SVB Financial Group positions in Q4 2017 and 36 closed out, a net change of +58 holders.
  • The largest SVB Financial Group buyer in Q4 2017 was Lord, Abbett & Co, an estimated $46.2M added.
  • The largest SVB Financial Group seller in Q4 2017 was CI Investments Inc, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2017.