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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
SMF
526
Sterling Manor Financial
New York
$407K -$47.2K -85 -10%
IAN
527
Integrated Advisors Network
Texas
$407K +$5.55K +10 +1%
MC
528
Maverick Capital
Texas
$403K +$402K +724 New
CCM
529
Coldstream Capital Management
Washington
$394K -$18.9K -34 -5%
DWT
530
Dorsey & Whitney Trust
South Dakota
$389K -$3.33K -6 -0.8%
QI
531
QS Investors
New York
$385K +$55.5K +100 +17%
SCM
532
SevenOneSeven Capital Management
Pennsylvania
$384K +$383K +690 New
BWP
533
BSW Wealth Partners
Colorado
$381K +$62.1K +112 +20%
DWA
534
Douglass Winthrop Advisors
New York
$377K -$70.5K -127 -16%
VCP
535
Vista Capital Partners
Oregon
$374K
LOAMS
536
Lombard Odier Asset Management (Switzerland)
Switzerland
$369K +$368K +664 New
ESCM
537
Echo Street Capital Management
New York
$368K -$135K -243 -27%
SFFS
538
Stonehage Fleming Financial Services
Jersey
$368K
FC
539
FORA Capital
Florida
$356K -$859K -1,548 -71%
WAM
540
Wolverine Asset Management
Illinois
$355K +$237K +427 +202%
AA
541
ALPS Advisors
Colorado
$349K
HI
542
Harbour Investments
Wisconsin
$345K +$54.4K +98 +19%
SPIA
543
Steward Partners Investment Advisory
New York
$345K +$130K +234 +61%
PCM
544
Prelude Capital Management
New York
$343K -$538K -969 -61%
SF
545
Synovus Financial
Georgia
$343K
OAM
546
Optimal Asset Management
California
$339K
PTP
547
Platform Technology Partners
New York
$337K +$336K +606 New
CI
548
Conning Inc
Connecticut
$334K -$32.7K -59 -9%
LOIM
549
Liberty One Investment Management
Illinois
$333K +$69.9K +126 +27%
YWP
550
YorkBridge Wealth Partners
New York
$332K

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.