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SIVB

SVB Financial Group

Delisted

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

422 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $8.59B → $9.09B (+$502M)

9% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 44

2% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 152

0% less funds holding

Funds holding: 423422 (-1)

48% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $50M

Holders
422
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
10.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
155
Reduced
152
Closed
44
Calls
$26.2M
Puts
$50M
Net Calls
-$23.8M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$69.9M -$1.17M -6,672 -2%
ClearBridge Investments
27
ClearBridge Investments
New York
$69.1M -$6.31M -35,903 -9%
Norges Bank
28
Norges Bank
Norway
$67.6M -$1.37M -7,772 -2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$66.2M -$2.77M -15,764 -4%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$61.6M +$7.03M +40,000 +14%
CWAM
31
Columbia Wanger Asset Management
Illinois
$60.6M +$23.9M +135,770 +72%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$60.2M -$390K -2,215 -0.7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$56M +$1.14M +6,477 +2%
Prudential Financial
34
Prudential Financial
New Jersey
$54.5M +$45.4M +258,006 +779%
OCBV
35
Ownership Capital B.V.
Netherlands
$53.8M +$3.66M +20,825 +8%
DZ Bank
36
DZ Bank
Germany
$51.6M +$43.6M +248,070 +889%
Alyeska Investment Group
37
Alyeska Investment Group
Illinois
$49.6M -$12.1M -69,033 -21%
Deutsche Bank
38
Deutsche Bank
Germany
$46.3M -$8.53M -48,513 -16%
SIMG
39
Stephens Investment Management Group
Texas
$45.6M -$354K -2,014 -0.8%
CCI
40
Columbus Circle Investors
$45.6M -$12.1M -68,932 -22%
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$44.9M -$283K -1,611 -0.7%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$44.7M -$1.99M -11,292 -5%
Morgan Stanley
43
Morgan Stanley
New York
$42.5M +$5.55M +31,570 +16%
MCM
44
Moore Capital Management
New York
$42.1M +$23.7M +135,000 +150%
Principal Financial Group
45
Principal Financial Group
Iowa
$41.9M +$130K +741 +0.3%
WRF
46
Waddell & Reed Financial
Kansas
$38.3M -$4.26M -24,230 -11%
Charles Schwab
47
Charles Schwab
California
$36M +$1.75M +9,967 +5%
Ameriprise
48
Ameriprise
Minnesota
$35M +$181K +1,028 +0.6%
PCM
49
Peregrine Capital Management
Minnesota
$34M -$2.34M -13,323 -7%
GKIM
50
GW&K Investment Management
Massachusetts
$33.4M +$120K +685 +0.4%

SIVB Hedge Fund Activity: Q3 2017 in Review

422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2017, worth a combined $9.09B — up 5.8% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SIVB positions and 44 closed out — a net gain of 4 holders — while 155 added to existing stakes and 152 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $90.1M. The largest seller was Capital Research Global Investors, cutting an estimated $172M.

  • 422 institutional investors held SVB Financial Group (SIVB) as of Q3 2017, down from 423 in Q2 2017.
  • Funds reported $9.09B of SVB Financial Group stock for Q3 2017, up 5.8% quarter-over-quarter.
  • 48 funds opened new SVB Financial Group positions in Q3 2017 and 44 closed out, a net change of +4 holders.
  • The largest SVB Financial Group buyer in Q3 2017 was CI Investments Inc, an estimated $90.1M added.
  • The largest SVB Financial Group seller in Q3 2017 was Capital Research Global Investors, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2017.