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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
PCA
376
Peddock Capital Advisors
Massachusetts
$130K +$133K +740 New
ED
377
Exane Derivatives
France
$119K +$121K +675 New
BWA
378
BDO Wealth Advisors
Florida
$109K +$111K +620 New
ASN
379
Advisory Services Network
Georgia
$99K -$161K -899 -62%
YWP
380
YorkBridge Wealth Partners
New York
$92K
CBOA
381
Commonwealth Bank of Australia
Australia
$88K +$90.3K +504 New
CPA
382
Clear Perspective Advisors
Illinois
$77K
WTB
383
Washington Trust Bank
Washington
$63K
HCM
384
Highlander Capital Management
New Jersey
$54K
EMG
385
ETF Managers Group
New Jersey
$45K +$46K +257 New
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$44K -$2.87K -16 -6%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$39K -$24K -134 -38%
PA
388
Parallel Advisors
California
$39K +$12.2K +68 +46%
MCM
389
McKinley Capital Management
Alaska
$38K +$38.3K +214 New
FPFS
390
First Personal Financial Services
North Carolina
$33K +$896 +5 +3%
EWM
391
Endurance Wealth Management
Rhode Island
$29K +$29.6K +165 New
PRS
392
Pinkerton Retirement Specialists
Idaho
$26K
AC
393
Alexandria Capital
Virginia
$22K
GAM
394
Gemmer Asset Management
California
$19K
SPIA
395
Steward Partners Investment Advisory
New York
$19K
SSB
396
Sandy Spring Bank
Maryland
$18K -$17.9K -100 -50%
NA
397
NewEdge Advisors
Louisiana
$17.2K +$17K +95 New
DADC
398
D.A. Davidson & Co
Montana
$16K -$32.6K -182 -66%
HIIFS
399
Harel Insurance Investments & Financial Services
Israel
$16K
WEC
400
Winslow Evans & Crocker
Massachusetts
$15.6K -$537 -3 -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.