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SIVB

SVB Financial Group

Delisted

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

474 hedge funds and large institutions have $7.18B invested in SVB Financial Group in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 190 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 560474 (-86)

16% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 190

40% less capital invested

Capital invested by funds: $11.9B → $7.18B (-$4.72B)

57% less call options, than puts

Call options by funds: $37.9M | Put options by funds: $87.7M

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

65% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 124

Holders
474
Holders Change
-86
Holders Change %
-15.36%
% of All Funds
10.45%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
44
Increased
159
Reduced
190
Closed
124
Calls
$37.9M
Puts
$87.7M
Net Calls
-$49.8M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$66.8M +$5.4M +24,514 +6%
CIP
27
Champlain Investment Partners
Vermont
$65.2M +$10.4M +47,055 +12%
Deutsche Bank
28
Deutsche Bank
Germany
$63.9M +$5.4M +24,515 +6%
Bank of America
29
Bank of America
North Carolina
$62.6M +$1.78M +8,108 +2%
Ameriprise
30
Ameriprise
Minnesota
$59.6M -$28M -127,007 -24%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$59.1M +$3.11M +14,141 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$56M +$20.5M +92,985 +31%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$55.9M +$9.27M +42,106 +13%
AQR Capital Management
34
AQR Capital Management
Connecticut
$55.7M +$12M +54,374 +17%
Franklin Resources
35
Franklin Resources
California
$52.8M +$20.2M +91,961 +36%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$50.5M +$68.7M +312,131 +1,421%
Legal & General Group
37
Legal & General Group
United Kingdom
$47.6M +$2.35M +10,690 +4%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$46.4M +$41.8M +189,900 +162%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$45.9M -$71.2M -323,562 -52%
AAMU
40
Amundi Asset Management US
Massachusetts
$43.9M -$6.8M -30,877 -10%
Charles Schwab
41
Charles Schwab
California
$42.5M +$2.24M +10,180 +4%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$38.9M -$8.45M -38,399 -13%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.3M -$13.5M -61,131 -19%
AllianceBernstein
44
AllianceBernstein
Tennessee
$36.6M -$10M -45,661 -16%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$35M -$542K -2,461 -1%
ClearBridge Investments
46
ClearBridge Investments
New York
$32.8M -$5.61M -25,490 -11%
UBS AM
47
UBS AM
Illinois
$30.7M +$1.3M +5,904 +3%
SP
48
Sarasin & Partners
United Kingdom
$30.5M -$18.6M -84,362 -29%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$29M +$2.7M +12,290 +7%
CII
50
Capital International Inc
California
$28.8M +$1.98M +8,999 +5%

SIVB Hedge Fund Activity: Q1 2020 in Review

474 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2020, worth a combined $7.18B — down 40% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of SIVB and 44 opened new positions — a net loss of 80 holders — while 190 trimmed existing stakes and 159 added.

The largest buyer was Capital Research Global Investors, adding an estimated $249M. The largest seller was Wellington Management Group, cutting an estimated $71.2M.

  • 474 institutional investors held SVB Financial Group (SIVB) as of Q1 2020, down from 560 in Q4 2019.
  • Funds reported $7.18B of SVB Financial Group stock for Q1 2020, down 40% quarter-over-quarter.
  • 44 funds opened new SVB Financial Group positions in Q1 2020 and 124 closed out, a net change of -80 holders.
  • The largest SVB Financial Group buyer in Q1 2020 was Capital Research Global Investors, an estimated $249M added.
  • The largest SVB Financial Group seller in Q1 2020 was Wellington Management Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2020.