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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
CBT
401
Capital Bank & Trust
California
$10K +$9.14K +52 New
QCG
402
Quadrant Capital Group
Ohio
$9K +$3.69K +21 +44%
GBT
403
Grove Bank & Trust
Florida
$9K +$8.27K +47 New
FWM
404
Focused Wealth Management
New York
$8K
BL
405
Balentine LLC
Georgia
$7K +$6.86K +39 New
CFG
406
Citizens Financial Group
Rhode Island
$6K -$1.41K -8 -21%
TCOV
407
Trust Company of Vermont
Vermont
$6K
IA
408
IFP Advisors
Florida
$5K -$8.44K -48 -66%
RFA
409
Reilly Financial Advisors
California
$5K
WA
410
Winfield Associates
Ohio
$5K
MFW
411
Mosaic Family Wealth
Missouri
$4K +$3.52K +20 New
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
GWM
413
Geneos Wealth Management
Colorado
$3K
IWM
414
IHT Wealth Management
Illinois
$3K
VCM
415
Versant Capital Management
Arizona
$3K
BTIS
416
BB&T Investment Services
North Carolina
$3K +$2.81K +16 New
WPC
417
White Pine Capital
Minnesota
$1.05K -$23.7K -135 -2%
PCP
418
Proficio Capital Partners
Massachusetts
$1K -$9.5K -54 -90%
QI
419
QS Investors
New York
$1K
CCM
420
Covington Capital Management
California
$1K +$528 +3 New
VFA
421
Valeo Financial Advisors
Indiana
$1K +$703 +4 New
Walleye Trading
422
Walleye Trading
New York
$949 -$465K -2,643 -34%
SC
423
Samlyn Capital
New York
-$25.2M -143,508 Closed
TCM
424
TimesSquare Capital Management
New York
-$16.9M -95,900 Closed
Balyasny Asset Management
425
Balyasny Asset Management
Illinois
-$13.8M -78,638 Closed

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.