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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
AF
676
Advisornet Financial
Minnesota
$21K
EW
677
Evoke Wealth
California
$21K +$3.33K +6 +19%
WOC
678
West Oak Capital
California
$19K
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
PWS
680
Paragon Wealth Strategies
Florida
$18K +$18.3K +33 New
GWSG
681
GPS Wealth Strategies Group
Colorado
$17K +$17.2K +31 New
LWM
682
Liberty Wealth Management
California
$16K -$1.11K -2 -6%
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$16K +$1.11K +2 +8%
TWA
684
TCI Wealth Advisors
Arizona
$16K +$7.21K +13 +87%
VNA
685
Valley National Advisers
Pennsylvania
$16K +$7.21K +13 +81%
EWA
686
Evolution Wealth Advisors
Florida
$15K
IPW
687
IronBridge Private Wealth
Texas
$14K -$27.7K -50 -67%
CFO
688
CVA Family Office
Colorado
$14K -$2.77K -5 -17%
FMB
689
Field & Main Bank
Kentucky
$14K +$13.9K +25 New
LWA
690
Lenox Wealth Advisors
New York
$13K
EARNEST Partners
691
EARNEST Partners
Georgia
$12K
ZB
692
Zions Bancorporation
Utah
$12K
AIG
693
American International Group
New York
$11K -$139K -250 -1%
PCH
694
Polar Capital Holdings
United Kingdom
$9.45K +$4.69M +8,461 +99%
Nisa Investment Advisors
695
Nisa Investment Advisors
Missouri
$9.2K +$225K +406 +3%
FHC
696
First Horizon Corporation
Tennessee
$9K
Carson Wealth (CWM LLC)
697
Carson Wealth (CWM LLC)
Nebraska
$8K
RA
698
Resolute Advisors
California
$8K
FRA
699
Front Row Advisors
California
$8K +$555 +1 +8%
FMP
700
Financial Management Professionals
Texas
$8K +$8.32K +15 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.