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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
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$31K -$36.4K -171 -56%
GAM
427
Gemmer Asset Management
California
$28K
FRA
428
Front Row Advisors
California
$27K +$24.7K +116 New
SPIA
429
Steward Partners Investment Advisory
New York
$25K -$213 -1 -0.9%
NIT
430
NumerixS Investment Technologies
British Columbia, Canada
$23K -$234K -1,100 -92%
SSB
431
Sandy Spring Bank
Maryland
$23K
AIL
432
AGF Investments LLC
Ontario, Canada
$21K +$6.82K +32 +57%
LF
433
Lee Financial
Texas
$20K
LA
434
Legacy Advisors
Pennsylvania
$19K +$17.7K +83 New
PHK
435
Point72 Hong Kong
Hong Kong
$18K -$55.4K -260 -77%
GBT
436
Grove Bank & Trust
Florida
$18K +$5.97K +28 +60%
FMB
437
Field & Main Bank
Kentucky
$18K +$16K +75 New
WIM
438
Westside Investment Management
California
$15.3K -$4.9K -23 -27%
STA
439
Summit Trail Advisors
New York
$15K +$12.1K +57 New
RFM
440
Royal Fund Management
Florida
$15K +$14.3K +67 New
SIAS
441
Shine Investment Advisory Services
Colorado
$14K -$4.05K -19 -24%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$14K +$13K +61 New
SWP
443
Stratos Wealth Partners
Ohio
$14K +$13K +61 New
QCG
444
Quadrant Capital Group
Ohio
$13K
SQA
445
Simon Quick Advisors
New Jersey
$12K +$10.4K +49 New
FWM
446
Focused Wealth Management
New York
$11K
CA
447
Calton & Associates
Florida
$11K +$9.38K +44 New
WCBA
448
Weaver C. Barksdale & Associates
Tennessee
$10K -$2.34K -11 -20%
BL
449
Balentine LLC
Georgia
$9K
IA
450
IFP Advisors
Florida
$9K +$3.2K +15 +60%

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.