We are live on ! Find out more
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
PMFA
451
Plante Moran Financial Advisors
Michigan
$9K +$8.31K +39 New
CFG
452
Citizens Financial Group
Rhode Island
$7K
TCOV
453
Trust Company of Vermont
Vermont
$7K
BTIS
454
BB&T Investment Services
North Carolina
$7K +$3.62K +17 +106%
PCP
455
Proficio Capital Partners
Massachusetts
$7K +$4.69K +22 +367%
RFA
456
Reilly Financial Advisors
California
$6K
WA
457
Winfield Associates
Ohio
$6K
DCM
458
Delpha Capital Management
New York
$6K +$5.11K +24 New
GTAM
459
Global Trust Asset Management
Florida
$6K +$5.11K +24 New
LWA
460
Lenox Wealth Advisors
New York
$6K +$5.11K +24 New
EARNEST Partners
461
EARNEST Partners
Georgia
$5K +$4.47K +21 New
ST
462
Smithfield Trust
Pennsylvania
$5K +$4.47K +21 New
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
GWM
464
Geneos Wealth Management
Colorado
$4K
VCM
465
Versant Capital Management
Arizona
$4K
BBHC
466
Brown Brothers Harriman & Co
New York
$4K +$3.2K +15 New
WEC
467
Winslow Evans & Crocker
Massachusetts
$3.51K -$15.8K -74 -82%
IWM
468
IHT Wealth Management
Illinois
$3K
AF
469
Advisornet Financial
Minnesota
$3K +$2.77K +13 New
TG
470
TLP Group
Illinois
$2K +$1.71K +8 New
Walleye Trading
471
Walleye Trading
New York
$1.98K +$722K +3,389 +67%
QI
472
QS Investors
New York
$1K
VFA
473
Valeo Financial Advisors
Indiana
$1K
CCM
474
Covington Capital Management
California
$1K +$639 +3 +100%
GI
475
Gradient Investments
Minnesota
$1K +$639 +3 New

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.