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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
Acadian Asset Management
776
Acadian Asset Management
Massachusetts
-$504K -1,021 Closed
LIA
777
LS Investment Advisors
Michigan
-$502K -1,017 Closed
Arrowstreet Capital
778
Arrowstreet Capital
Massachusetts
-$494K -1,000 Closed
WANY
779
Wealthspire Advisors (New York)
New York
-$490K -993 Closed
AI
780
AXS Investments
New York
-$484K -980 Closed
WIA
781
Wealthstreet Investment Advisors
Texas
-$420K -850 Closed
GHA
782
GW Henssler & Associates
Georgia
-$383K -776 Closed
JMF
783
Johnson Midwest Financial
Iowa
-$302K -611 Closed
BFG
784
Barber Financial Group
Kansas
-$289K -586 Closed
TAM
785
Tucker Asset Management
Colorado
-$250K -507 Closed
GTCM
786
Gyon Technologies Capital Management
New Jersey
-$239K -484 Closed
AWM
787
AE Wealth Management
Kansas
-$224K -453 Closed
ARTA
788
A.R.T. Advisors
New York
-$221K -448 Closed
NW
789
NewEdge Wealth
Pennsylvania
-$215K -435 Closed
Capstone Investment Advisors
790
Capstone Investment Advisors
New York
-$188K -338 Closed
IAIM
791
International Assets Investment Management
Florida
-$90K -201 Closed
VFA
792
Valeo Financial Advisors
Indiana
-$37K -75 Closed
AWC
793
Abundance Wealth Counselors
Pennsylvania
-$31K -62 Closed
EI
794
Ellevest Inc
New York
-$26K -53 Closed
WAP
795
Wealthcare Advisory Partners
Pennsylvania
-$18K -37 Closed
SLF
796
Sun Life Financial
Ontario, Canada
-$15K -31 Closed
WCM
797
Wealthcare Capital Management
Virginia
-$9K -19 Closed
MWP
798
Meridian Wealth Partners
Pennsylvania
-$5K -10 Closed
AIC
799
Ameritas Investment Company
Nebraska
-$4.44K -9 Closed
AssetMark Inc
800
AssetMark Inc
California
-$3K -7 Closed

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.