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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
CIBC Private Wealth Group
601
CIBC Private Wealth Group
Georgia
$229K
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$229K +$228K +411 New
PI
603
Putnam Investments
Massachusetts
$228K +$227K +410 New
JAM
604
Jupiter Asset Management
United Kingdom
$227K -$49.4K -89 -18%
EGA
605
E&G Advisors
Texas
$223K
WWMSC
606
Wagner Wealth Management (South Carolina)
South Carolina
$223K
FNBT
607
FineMark National Bank & Trust
Florida
$223K +$222K +400 New
NRS
608
Neville Rodie & Shaw
New York
$223K +$222K +400 New
BEC
609
Blue Edge Capital
Virginia
$223K +$222K +400 New
Brown Advisory
610
Brown Advisory
Maryland
$222K -$87.6K -158 -28%
MFA
611
Mayflower Financial Advisors
Massachusetts
$221K +$220K +397 New
NIM
612
Northeast Investment Management
Massachusetts
$220K +$219K +395 New
IWC
613
Integrated Wealth Concepts
Massachusetts
$215K +$214K +386 New
MCM
614
Monument Capital Management
Virginia
$214K +$214K +385 New
RJT
615
Raymond James Trust
Florida
$213K -$17.2K -31 -7%
WR
616
WD Rutherford
Oregon
$211K +$211K +380 New
MIC
617
Meridian Investment Counsel
California
$210K +$210K +378 New
D.E. Shaw & Co
618
D.E. Shaw & Co
New York
$208K -$3.3M -5,950 -94%
KPWS
619
Kestra Private Wealth Services
Texas
$208K +$207K +374 New
CTC
620
Central Trust Company
Missouri
$204K +$112K +202 +122%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$204K +$203K +366 New
FFA
622
First Foundation Advisors
California
$204K +$204K +367 New
ONB
623
Old National Bancorp
Indiana
$202K +$202K +364 New
BFEC
624
Benjamin F. Edwards & Company
Missouri
$200K -$2.87M -5,173 -93%
VCG
625
Vantage Consulting Group
Virginia
$200K +$199K +359 New

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.