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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
WTB
376
Washington Trust Bank
Washington
$67K
PHK
377
Point72 Hong Kong
Hong Kong
$63K +$51.9K +295 +702%
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$57K +$9.14K +52 +21%
HCM
379
Highlander Capital Management
New Jersey
$56K
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$56K +$13.9K +79 +36%
EMG
381
ETF Managers Group
New Jersey
$53K +$4.57K +26 +10%
PA
382
Parallel Advisors
California
$45K -$879 -5 -2%
TRCT
383
Tower Research Capital (TRC)
New York
$36K +$33.9K +193 New
FPFS
384
First Personal Financial Services
North Carolina
$35K
Bessemer Group
385
Bessemer Group
New Jersey
$32K +$29.7K +169 New
EWM
386
Endurance Wealth Management
Rhode Island
$31K
PRS
387
Pinkerton Retirement Specialists
Idaho
$28K
FPF
388
FNY Partners Fund
New York
$28K +$26.4K +150 New
RFS
389
Rockefeller Financial Services
New York
$28K +$26.7K +152 New
AC
390
Alexandria Capital
Virginia
$23K
GAM
391
Gemmer Asset Management
California
$23K +$2.64K +15 +14%
SPIA
392
Steward Partners Investment Advisory
New York
$20K +$176 +1 +0.9%
SSB
393
Sandy Spring Bank
Maryland
$19K
WEC
394
Winslow Evans & Crocker
Massachusetts
$16.7K +$176 +1 +1%
WIM
395
Westside Investment Management
California
$16.2K
LF
396
Lee Financial
Texas
$16K
SIAS
397
Shine Investment Advisory Services
Colorado
$15K
ZB
398
Zions Bancorporation
Utah
$15K +$13.7K +78 New
AIL
399
AGF Investments LLC
Ontario, Canada
$11K
WCBA
400
Weaver C. Barksdale & Associates
Tennessee
$10K +$879 +5 +10%

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.