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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
426
CI Investments Inc
Ontario, Canada
$803K -$96.5K -174 -11%
UB
427
UMB Bank
Missouri
$803K +$800K +1,443 New
MME
428
Meag Munich Ergo
Germany
$797K -$28.8K -52 -4%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K -$23.9K -43 -3%
CBT
430
Central Bank & Trust
Kentucky
$787K +$198K +357 +34%
ACA
431
Atlas Capital Advisors
Wyoming
$783K
SCI
432
S&CO Inc
Massachusetts
$781K -$319K -575 -29%
HI
433
Horizon Investments
North Carolina
$778K -$466K -840 -38%
BC
434
Bridgefront Capital
Texas
$776K -$63.2K -114 -8%
DT
435
Diversified Trust
Tennessee
$776K
Boston Partners
436
Boston Partners
Massachusetts
$775K +$123K +222 +11%
AFA
437
Abacus FCF Advisors
Florida
$756K -$54.9K -99 -7%
M&T Bank
438
M&T Bank
New York
$752K +$37.7K +68 +5%
WSCM
439
Wellington Shields Capital Management
New York
$726K +$239K +430 +49%
VC
440
Veracity Capital
Georgia
$725K -$959K -1,729 -57%
TMAM
441
Tokio Marine Asset Management
Japan
$714K -$119K -214 -14%
Verition Fund Management
442
Verition Fund Management
Connecticut
$713K +$259K +466 +57%
MIM
443
Moseley Investment Management
Florida
$708K +$41.6K +75 +6%
AWM
444
Apollon Wealth Management
South Carolina
$706K +$703K +1,268 New
JCM
445
Janney Capital Management
Pennsylvania
$703K +$3.33K +6 +0.5%
ASN
446
Advisory Services Network
Georgia
$696K +$273K +493 +65%
MFGM
447
Marshall Financial Group (Maryland)
Maryland
$694K +$692K +1,248 New
Caisse de Depot et Placement du Quebec (CDPQ)
448
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$693K -$874K -1,576 -56%
HMS
449
Hanseatic Management Services
New Mexico
$691K +$18.9K +34 +3%
Walleye Trading
450
Walleye Trading
New York
$681K -$3.77M -6,800 -85%

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.