SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
391 hedge funds and large institutions have $9.22B invested in SVB Financial Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.
39% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 44
8% more capital invested
Capital invested by funds: $8.5B → $9.22B (+$716M)
3% more funds holding
Funds holding: 381 → 391 (+10)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
7% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 146
43% less call options, than puts
Call options by funds: $28.1M | Put options by funds: $49.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$820M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$223M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
+$185M |
| 4 |
CCI
Columbus Circle Investors
|
+$50.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$193M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$56.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$54.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$46.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
D.E. Shaw & Co
New York
| – | -$212K | -1,167 | Closed |
|
|
CCMH
427
Cornerstone Capital Management Holdings
New York
| – | -$160K | -937 | Closed |
|
428
Nomura Asset Management
Tokyo,
Japan
| – | -$133K | -770 | Closed |
|
|
RA
429
Rational Advisors
Huntington,
New York
| – | -$86K | -500 | Closed |
|
430
Parallax Volatility Advisers
San Francisco,
California
| – | -$49.3K | -271 | Closed |
|
|
BBHC
431
Brown Brothers Harriman & Co
New York
| – | -$43K | -250 | Closed |
|
|
ZB
432
Zions Bancorporation
Salt Lake City,
Utah
| – | -$11K | -65 | Closed |
|
|
FNBT
433
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$6K | -37 | Closed |
|
434
EARNEST Partners
Atlanta,
Georgia
| – | -$4K | -21 | Closed |
|
|
FHA
435
First Horizon Advisors
Memphis,
Tennessee
| – | -$2K | -18 | Closed |
|
|
PHK
436
Point72 Hong Kong
Hong Kong
| – | -$3K | -15 | Closed |
|
SIVB Hedge Fund Activity: Q1 2017 in Review
391 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2017, worth a combined $9.22B — up 8.4% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SIVB positions and 44 closed out — a net gain of 17 holders — while 136 added to existing stakes and 146 trimmed.
The largest buyer was BlackRock, adding an estimated $820M. The largest seller was Harding Loevner, cutting an estimated $193M.
- 391 institutional investors held SVB Financial Group (SIVB) as of Q1 2017, up from 381 in Q4 2016.
- Funds reported $9.22B of SVB Financial Group stock for Q1 2017, up 8.4% quarter-over-quarter.
- 61 funds opened new SVB Financial Group positions in Q1 2017 and 44 closed out, a net change of +17 holders.
- The largest SVB Financial Group buyer in Q1 2017 was BlackRock, an estimated $820M added.
- The largest SVB Financial Group seller in Q1 2017 was Harding Loevner, an estimated $193M sold.
Based on aggregated 13F filings for Q1 2017.