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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
Loomis, Sayles & Company
651
Loomis, Sayles & Company
Massachusetts
$80K +$66K +119 +476%
ICM
652
Islay Capital Management
Texas
$76K
CFG
653
CKW Financial Group
Hawaii
$75K
RTC
654
Riverview Trust Company
Washington
$72K
KTC
655
Kistler-Tiffany Companies
Pennsylvania
$71K
TLCM
656
Twin Lakes Capital Management
California
$70K
JCM
657
Jacobi Capital Management
Pennsylvania
$66K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K +$61K +110 New
CFB
659
Cullen/Frost Bankers
Texas
$56K
TH
660
TCTC Holdings
Texas
$56K
SWA
661
SOA Wealth Advisors
New York
$51K +$22.7K +41 +79%
BWM
662
Baystate Wealth Management
Massachusetts
$50K
IA
663
IFP Advisors
Florida
$47K -$3.8M -6,850 -99%
TFS
664
TrustCore Financial Services
Tennessee
$45K +$11.1K +20 +33%
QCG
665
Quadrant Capital Group
Ohio
$39K -$8.88K -16 -19%
LCM
666
Logan Capital Management
Pennsylvania
$33K
CI
667
CX Institutional
Indiana
$33K +$1.66K +3 +5%
CFGS
668
Concourse Financial Group Securities
Alabama
$32K +$555 +1 +2%
HWA
669
HHM Wealth Advisors
Tennessee
$32K +$31.1K +56 +2,800%
GAM
670
Gemmer Asset Management
California
$30K
KFP
671
KB Financial Partners
New Jersey
$30K +$4.99K +9 +20%
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$28K +$27.7K +50 New
CT
673
Caldwell Trust
Florida
$25K
LFG
674
Larson Financial Group
Missouri
$24K
KPCM
675
Kings Point Capital Management
New York
$22K

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.