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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

478 hedge funds and large institutions have $11.1B invested in SVB Financial Group in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $9.09B → $11.1B (+$1.97B)

13% more funds holding

Funds holding: 422478 (+56)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 161

27% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $88.1M

Holders
478
Holders Change
+56
Holders Change %
+13.27%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
156
Reduced
161
Closed
36
Calls
$63.9M
Puts
$88.1M
Net Calls
-$24.1M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
51
AEGON Asset Management (UK)
United Kingdom
$41.4M +$37.7M +176,912 New
CIP
52
Champlain Investment Partners
Vermont
$40.3M +$16K +75 +0%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$39.4M +$528K +2,477 +1%
TCIM
54
TIAA CREF Investment Management
New York
$39.3M -$1.92M -9,012 -5%
PCM
55
Peregrine Capital Management
Minnesota
$38.1M -$3.98M -18,673 -10%
TA
56
Teachers Advisors
New York
$37.5M +$14M +65,603 +69%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$37.2M -$918K -4,307 -3%
First Trust Advisors
58
First Trust Advisors
Illinois
$36.5M +$6.52M +30,607 +24%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$34.8M +$196K +922 +0.6%
DAM
60
Davis Asset Management
California
$34.2M
WRF
61
Waddell & Reed Financial
Kansas
$34.1M -$12.5M -58,820 -29%
Millennium Management
62
Millennium Management
New York
$33.9M +$20.2M +94,567 +187%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$33.3M +$43.9K +206 +0.1%
SCM
64
Sterling Capital Management
North Carolina
$33.1M -$384K -1,800 -1%
AIM
65
Artemis Investment Management
United Kingdom
$32.3M +$26.5M +124,414 +896%
UBS AM
66
UBS AM
Illinois
$30.9M +$543K +2,547 +2%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$29.8M -$2.48M -11,624 -8%
PPA
68
Parametric Portfolio Associates
Washington
$29.4M +$1.34M +6,290 +5%
O
69
OppenheimerFunds
New York
$28.6M +$14.4M +67,737 +124%
MOACM
70
Mutual of America Capital Management
New York
$28.4M -$1.04M -4,875 -4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$27.6M +$998K +4,685 +4%
CT
72
Cambridge Trust
Massachusetts
$25.8M +$166K +779 +0.7%
AIG
73
American International Group
New York
$25.5M +$304K +1,428 +1%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$25.5M +$816K +3,831 +4%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$25M +$913K +4,285 +4%

SIVB Hedge Fund Activity: Q4 2017 in Review

478 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2017, worth a combined $11.1B — up 22% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SIVB positions and 36 closed out — a net gain of 58 holders — while 156 added to existing stakes and 161 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $46.2M. The largest seller was CI Investments Inc, exiting entirely with an estimated $95.9M sold.

  • 478 institutional investors held SVB Financial Group (SIVB) as of Q4 2017, up from 422 in Q3 2017.
  • Funds reported $11.1B of SVB Financial Group stock for Q4 2017, up 22% quarter-over-quarter.
  • 94 funds opened new SVB Financial Group positions in Q4 2017 and 36 closed out, a net change of +58 holders.
  • The largest SVB Financial Group buyer in Q4 2017 was Lord, Abbett & Co, an estimated $46.2M added.
  • The largest SVB Financial Group seller in Q4 2017 was CI Investments Inc, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2017.