SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
381 hedge funds and large institutions have $8.5B invested in SVB Financial Group in 2016 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 101 increasing their positions, 159 reducing their positions, and 25 closing their positions.
236% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 25
61% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $21.3M
60% more capital invested
Capital invested by funds: $5.32B → $8.5B (+$3.18B)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more funds holding
Funds holding: 326 → 381 (+55)
36% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$120M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$92.9M |
| 3 |
JP Morgan Chase
New York
|
+$79M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$77.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$74.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$58.9M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$37.3M |
| 4 |
MDSL
M.D. Sass LLC
New York
|
-$33.7M |
| 5 |
SC
Samlyn Capital
New York
|
-$32.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Group One Trading
Chicago,
Illinois
| – | -$133K | -926 | Closed |
|
402
Twin Tree Management
Dallas,
Texas
| – | -$77.6K | -541 | Closed |
|
|
CYG
403
Clean Yield Group
Norwich,
Vermont
| – | -$38K | -343 | Closed |
|
|
JFA
404
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$10K | -91 | Closed |
|
|
S
405
SignatureFD
Atlanta,
Georgia
| – | -$10K | -91 | Closed |
|
406
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -25 | Closed |
|
|
QI
407
QS Investors
New York
| – | -$1K | -4 | Closed |
|
SIVB Hedge Fund Activity: Q4 2016 in Review
381 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2016, worth a combined $8.5B — up 60% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SIVB positions and 25 closed out — a net gain of 59 holders — while 101 added to existing stakes and 159 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $120M. The largest seller was TimesSquare Capital Management, cutting an estimated $74.9M.
- 381 institutional investors held SVB Financial Group (SIVB) as of Q4 2016, up from 326 in Q3 2016.
- Funds reported $8.5B of SVB Financial Group stock for Q4 2016, up 60% quarter-over-quarter.
- 84 funds opened new SVB Financial Group positions in Q4 2016 and 25 closed out, a net change of +59 holders.
- The largest SVB Financial Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $120M added.
- The largest SVB Financial Group seller in Q4 2016 was TimesSquare Capital Management, an estimated $74.9M sold.
Based on aggregated 13F filings for Q4 2016.