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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
WIM
401
Westside Investment Management
California
$15.6K +$1.25K +7 +9%
LF
402
Lee Financial
Texas
$15K
CHP
403
Cable Hill Partners
Oregon
$15K +$15K +84 New
SIAS
404
Shine Investment Advisory Services
Colorado
$14K +$14.2K +79 New
IA
405
IFP Advisors
Florida
$13K -$537 -3 -4%
PCP
406
Proficio Capital Partners
Massachusetts
$11K +$5.73K +32 +114%
AIL
407
AGF Investments LLC
Ontario, Canada
$10K +$1.07K +6 +12%
WCBA
408
Weaver C. Barksdale & Associates
Tennessee
$9K
FWM
409
Focused Wealth Management
New York
$8K +$8.06K +45 New
QCG
410
Quadrant Capital Group
Ohio
$7K -$7.34K -41 -46%
CFG
411
Citizens Financial Group
Rhode Island
$7K
PHK
412
Point72 Hong Kong
Hong Kong
$7K +$7.52K +42 New
IR
413
Invictus RG
Bermuda
$6K -$36.2K -202 -85%
TCOV
414
Trust Company of Vermont
Vermont
$5K +$5.55K +31 New
RFA
415
Reilly Financial Advisors
California
$4K
WA
416
Winfield Associates
Ohio
$4K
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
GWM
418
Geneos Wealth Management
Colorado
$3K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$3K
VCM
420
Versant Capital Management
Arizona
$3K
Walleye Trading
421
Walleye Trading
New York
$1.36K +$1.38M +7,714 New
QI
422
QS Investors
New York
$1K +$716 +4 New
IWM
423
IHT Wealth Management
Illinois
$72
DCM
424
Discovery Capital Management
Connecticut
-$25.4M -136,297 Closed
Westfield Capital Management
425
Westfield Capital Management
Massachusetts
-$21.5M -115,560 Closed

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.