SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
874 hedge funds and large institutions have $35.5B invested in SVB Financial Group in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 283 reducing their positions, and 53 closing their positions.
204% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 53
13% more funds holding
Funds holding: 776 → 874 (+98)
10% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 283
4% more capital invested
Capital invested by funds: $34.3B → $35.5B (+$1.22B)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
21% less call options, than puts
Call options by funds: $220M | Put options by funds: $280M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
| 3 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$101M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$72.3M |
| 5 |
BlackRock
New York
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$194M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$100M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$99.9M |
| 4 |
SC
Samlyn Capital
New York
|
-$66.1M |
| 5 |
ClearBridge Investments
New York
|
-$64.3M |
SIVB Hedge Fund Activity: Q4 2021 in Review
874 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2021, worth a combined $35.5B — up 3.6% from $34.3B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new SIVB positions and 53 closed out — a net gain of 108 holders — while 311 added to existing stakes and 283 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $174M. The largest seller was Bank of Montreal, cutting an estimated $194M.
- 874 institutional investors held SVB Financial Group (SIVB) as of Q4 2021, up from 776 in Q3 2021.
- Funds reported $35.5B of SVB Financial Group stock for Q4 2021, up 3.6% quarter-over-quarter.
- 161 funds opened new SVB Financial Group positions in Q4 2021 and 53 closed out, a net change of +108 holders.
- The largest SVB Financial Group buyer in Q4 2021 was Fidelity Investments, an estimated $174M added.
- The largest SVB Financial Group seller in Q4 2021 was Bank of Montreal, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2021.