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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
SGCA
376
Steel Grove Capital Advisors
Tennessee
$257K
DCM
377
Dynamic Capital Management
Jersey
$257K +$234K +1,100 New
Allianz Asset Management
378
Allianz Asset Management
Germany
$256K +$233K +1,095 New
MMPW
379
Mitchell McLeod Pugh & Williams
Alabama
$252K
MML Investors Services
380
MML Investors Services
Massachusetts
$247K +$225K +1,056 New
CMBA
381
C.M. Bidwell & Associates
Hawaii
$244K +$223K +1,045 New
BIG
382
Bellwether Investment Group
Tennessee
$242K +$221K +1,038 New
ACI
383
Alpha Cubed Investments
California
$240K +$219K +1,028 New
WTC
384
WhitTier Trust Company
Nevada
$237K +$44.3K +208 +26%
NJBEST
385
New Jersey Better Educational Savings Trust
New Jersey
$234K -$639K -3,000 -75%
YMRC
386
Yorktown Management & Research Company
Virginia
$234K +$213K +1,000 New
B
387
Bailard
California
$233K +$212K +995 New
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$231K +$2.77K +13 +1%
QSS
389
Quantitative Systematic Strategies
Florida
$226K +$206K +968 New
WF
390
Welch & Forbes
Massachusetts
$222K +$202K +950 New
W
391
Wealthfront
California
$222K +$203K +951 New
MA
392
MANA Advisors
New York
$215K +$196K +919 New
PFPT
393
Pinnacle Financial Partners (Tennessee)
Tennessee
$214K +$195K +914 New
IIA
394
IPG Investment Advisors
California
$213K +$194K +910 New
BC
395
Bartlett & Co
Ohio
$210K
LC
396
Lourd Capital
California
$207K +$189K +886 New
VF
397
Virtu Financial
New York
$201K -$960K -4,507 -84%
SCA
398
Summit Creek Advisors
Minnesota
$201K +$183K +860 New
BFM
399
Boothbay Fund Management
New York
$201K +$183K +861 New
GXMC
400
Global X Management Company
New York
$200K -$11.9K -56 -6%

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.