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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
HWMA
701
Heritage Wealth Management (Arizona)
Arizona
$7K
ME
702
McIlrath & Eck
Washington
$7K
TFO
703
Tarbox Family Office
California
$7K
GWS
704
Glassman Wealth Services
Virginia
$7K +$2.77K +5 +63%
AS
705
Altshuler Shaham
Israel
$7K +$6.66K +12 New
TSW
706
Thompson Siegel & Walmsley
Virginia
$6K -$2.77K -5 -33%
LPWM
707
Lake Point Wealth Management
Texas
$6K +$5.55K +10 New
Walleye Capital
708
Walleye Capital
New York
$5.81K -$1.99M -3,579 -26%
WT
709
Washington Trust
Rhode Island
$5K -$1.66K -3 -25%
SFSIG
710
San Francisco Sentry Investment Group
California
$4K
PAI
711
Pittenger & Anderson Inc
Nebraska
$4K +$555 +1 +17%
CWP
712
Concord Wealth Partners
Virginia
$4K +$1.11K +2 +40%
MCM
713
MV Capital Management
Maryland
$4K +$3.88K +7 New
FHA
714
First Horizon Advisors
Tennessee
$4K +$4.44K +8 New
APC
715
Aspire Private Capital
North Carolina
$3K
TFM
716
TFC Financial Management
Massachusetts
$3K
MGIM
717
M&G Investment Management
United Kingdom
$2.99K +$1.52M +2,737 +103%
BWM
718
BerganKDV Wealth Management
Minnesota
$2K
PWMG
719
Prestige Wealth Management Group
New Jersey
$2K
RIM
720
Ranger Investment Management
Texas
$2K
VCM
721
Versant Capital Management
Arizona
$2K
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$2K +$555 +1 +50%
WWM
723
Wolff Wiese Magana
California
$2K +$1.66K +3 New
LF
724
Lee Financial
Texas
$2K +$2.22K +4 New
TCWA
725
Ten Capital Wealth Advisors
Washington
$2K +$2.22K +4 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.