SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
474 hedge funds and large institutions have $7.18B invested in SVB Financial Group in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 190 reducing their positions, and 124 closing their positions.
15% less funds holding
Funds holding: 560 → 474 (-86)
16% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 190
40% less capital invested
Capital invested by funds: $11.9B → $7.18B (-$4.72B)
57% less call options, than puts
Call options by funds: $37.9M | Put options by funds: $87.7M
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
65% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$249M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$84.7M |
| 3 |
JP Morgan Chase
New York
|
+$76.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$68.7M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.2M |
| 2 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
|
-$56.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$41.6M |
| 4 |
FAM
Fred Alger Management
New York
|
-$39.3M |
| 5 |
Goldman Sachs
New York
|
-$38.9M |
SIVB Hedge Fund Activity: Q1 2020 in Review
474 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2020, worth a combined $7.18B — down 40% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of SIVB and 44 opened new positions — a net loss of 80 holders — while 190 trimmed existing stakes and 159 added.
The largest buyer was Capital Research Global Investors, adding an estimated $249M. The largest seller was Wellington Management Group, cutting an estimated $71.2M.
- 474 institutional investors held SVB Financial Group (SIVB) as of Q1 2020, down from 560 in Q4 2019.
- Funds reported $7.18B of SVB Financial Group stock for Q1 2020, down 40% quarter-over-quarter.
- 44 funds opened new SVB Financial Group positions in Q1 2020 and 124 closed out, a net change of -80 holders.
- The largest SVB Financial Group buyer in Q1 2020 was Capital Research Global Investors, an estimated $249M added.
- The largest SVB Financial Group seller in Q1 2020 was Wellington Management Group, an estimated $71.2M sold.
Based on aggregated 13F filings for Q1 2020.