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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
LS
401
Livforsakringsbolaget Skandia
Sweden
$187K -$42.6K -200 -20%
PCA
402
Peddock Capital Advisors
Massachusetts
$173K
MOS
403
MGO One Seven
Ohio
$169K +$154K +725 New
ASN
404
Advisory Services Network
Georgia
$127K
CBOA
405
Commonwealth Bank of Australia
Australia
$121K -$4.9K -23 -4%
YWP
406
YorkBridge Wealth Partners
New York
$121K
OWA
407
One Wealth Advisors
California
$121K +$110K +518 New
CPA
408
Clear Perspective Advisors
Illinois
$103K
WWMSC
409
Wagner Wealth Management (South Carolina)
South Carolina
$100K +$85.2K +400 New
WTB
410
Washington Trust Bank
Washington
$84K
EMG
411
ETF Managers Group
New Jersey
$78K +$9.8K +46 +16%
HCM
412
Highlander Capital Management
New Jersey
$70K
AAM
413
Advisors Asset Management
Colorado
$69K -$311K -1,461 -83%
APA
414
American Portfolios Advisors
New York
$61.9K +$56.5K +265 New
FA
415
Fortis Advisors
Pennsylvania
$50K +$45.8K +215 New
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$48K -$20.2K -95 -32%
PA
417
Parallel Advisors
California
$48K -$1.06K -5 -2%
FPFS
418
First Personal Financial Services
North Carolina
$47K +$3.2K +15 +8%
SGAM
419
Smith Group Asset Management
Texas
$42K +$38.4K +180 New
Bessemer Group
420
Bessemer Group
New Jersey
$40K +$852 +4 +2%
EWM
421
Endurance Wealth Management
Rhode Island
$39K
X
422
Xponance
Pennsylvania
$37K +$31.3K +147 New
PRS
423
Pinkerton Retirement Specialists
Idaho
$36K
RFS
424
Rockefeller Financial Services
New York
$36K
AssetMark Inc
425
AssetMark Inc
California
$35K -$1.68M -7,907 -98%

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.