SVB Financial Group
SIVB
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.
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: 422 → 478 (+56)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$46.2M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$43.4M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$37.7M |
| 4 |
BlackRock
New York
|
+$31.3M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$95.9M |
| 2 |
Bank of New York Mellon
New York
|
-$79.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.4M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$47.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$44.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
Verition Fund Management
Greenwich,
Connecticut
| – | -$315K | -1,684 | Closed |
|
|
KI
502
Koch Industries
Wichita,
Kansas
| – | -$304K | -1,620 | Closed |
|
|
QT
503
Quantbot Technologies
New York
| – | -$295K | -1,577 | Closed |
|
|
NFG
504
Next Financial Group
Houston,
Texas
| – | -$248K | -1,348 | Closed |
|
|
GW
505
GW & Wade
Wellesley,
Massachusetts
| – | -$222K | -1,189 | Closed |
|
|
DTL
506
Dynamic Technology Lab
Singapore
| – | -$206K | -1,100 | Closed |
|
|
DWA
507
Douglass Winthrop Advisors
New York
| – | -$203K | -1,084 | Closed |
|
|
TI
508
Turner Investments
Berwyn,
Pennsylvania
| – | -$140K | -750 | Closed |
|
|
PCM
509
Prelude Capital Management
New York
| – | -$71K | -380 | Closed |
|
|
FPF
510
FNY Partners Fund
New York
| – | -$28K | -150 | Closed |
|
|
AC
511
Alexandria Capital
Arlington,
Virginia
| – | -$23K | -125 | Closed |
|
|
ZB
512
Zions Bancorporation
Salt Lake City,
Utah
| – | -$15K | -78 | Closed |
|
|
CBT
513
Capital Bank & Trust
Irvine,
California
| – | -$10K | -52 | Closed |
|
|
MFW
514
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$4K | -20 | Closed |
|
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.