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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
CAM
626
Cresset Asset Management
Illinois
$200K +$200K +360 New
LWA
627
Lineweaver Wealth Advisors
Ohio
$200K +$200K +361 New
FA
628
Financial Avengers
California
$195K
NSIM
629
North Star Investment Management
Illinois
$195K
PA
630
Parallel Advisors
California
$173K +$72.1K +130 +72%
APA
631
American Portfolios Advisors
New York
$164K -$18.9K -34 -10%
ED
632
Exane Derivatives
France
$162K +$75.4K +136 +94%
ACM
633
Anfield Capital Management
California
$145K +$144K +260 New
S
634
SignatureFD
Georgia
$144K +$4.99K +9 +4%
OSAM
635
O'Shaughnessy Asset Management
Connecticut
$139K +$32.7K +59 +31%
LC
636
Lindbrook Capital
California
$127K +$2.77K +5 +2%
LSA
637
Leonteq Securities AG
Switzerland
$122K
BCA
638
Berman Capital Advisors
Georgia
$115K +$50.5K +91 +78%
PCG
639
Private Capital Group
Connecticut
$105K -$1.11K -2 -1%
Federated Hermes
640
Federated Hermes
Pennsylvania
$102K -$247K -446 -71%
HPC
641
HM Payson & Co
Maine
$101K +$44.9K +81 +81%
MA
642
MUFG Americas
New York
$100K -$733K -1,321 -88%
GWM
643
Geneos Wealth Management
Colorado
$100K +$1.11K +2 +1%
GRP
644
Global Retirement Partners
California
$99K +$4.99K +9 +5%
PCM
645
Penserra Capital Management
California
$97K +$27.2K +49 +39%
CIM
646
Contravisory Investment Management
Massachusetts
$96K +$42.2K +76 +79%
EWM
647
Endurance Wealth Management
Rhode Island
$91K
NFG
648
Next Financial Group
Texas
$90K -$17.8K -32 -16%
KFI
649
Key Financial Inc
Pennsylvania
$87K +$88.2K +159 New
PFBT
650
Parkside Financial Bank & Trust
Missouri
$82K -$6.1K -11 -7%

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.