SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
334 hedge funds and large institutions have $6.66B invested in SVB Financial Group in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 130 reducing their positions, and 22 closing their positions.
127% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 22
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $5.81B → $6.66B (+$848M)
9% more funds holding
Funds holding: 307 → 334 (+27)
15% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 130
23% less call options, than puts
Call options by funds: $16.3M | Put options by funds: $21.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$80.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24.1M |
| 4 |
JP Morgan Chase
New York
|
+$20.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$44.2M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$29.2M |
| 3 |
SC
Samlyn Capital
New York
|
-$27.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.1M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$22.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCIA
351
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$241K | -1,900 | Closed |
|
|
LS
352
Lupo Securities
Chicago,
Illinois
| – | -$212K | -1,665 | Closed |
|
353
Creative Planning
Overland Park,
Kansas
| – | -$153K | -1,203 | Closed |
|
|
CYG
354
Clean Yield Group
Norwich,
Vermont
| – | -$30K | -240 | Closed |
|
|
SSG
355
Summit Securities Group
New York
| – | -$13K | -100 | Closed |
|
|
ZB
356
Zions Bancorporation
Salt Lake City,
Utah
| – | -$12K | -96 | Closed |
|
|
WCM
357
Wealthcare Capital Management
Richmond,
Virginia
| – | -$3K | -22 | Closed |
|
SIVB Hedge Fund Activity: Q2 2015 in Review
334 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2015, worth a combined $6.66B — up 15% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SIVB positions and 22 closed out — a net gain of 28 holders — while 110 added to existing stakes and 130 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $80.5M. The largest seller was Millennium Management, cutting an estimated $44.2M.
- 334 institutional investors held SVB Financial Group (SIVB) as of Q2 2015, up from 307 in Q1 2015.
- Funds reported $6.66B of SVB Financial Group stock for Q2 2015, up 15% quarter-over-quarter.
- 50 funds opened new SVB Financial Group positions in Q2 2015 and 22 closed out, a net change of +28 holders.
- The largest SVB Financial Group buyer in Q2 2015 was OppenheimerFunds, an estimated $80.5M added.
- The largest SVB Financial Group seller in Q2 2015 was Millennium Management, an estimated $44.2M sold.
Based on aggregated 13F filings for Q2 2015.