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SIVB

SVB Financial Group

Delisted

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

609 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2020 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

66% more capital invested

Capital invested by funds: $11.3B → $18.8B (+$7.48B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more funds holding

Funds holding: 527609 (+82)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

67% less call options, than puts

Call options by funds: $40M | Put options by funds: $121M

Holders
609
Holders Change
+82
Holders Change %
+15.56%
% of All Funds
10.78%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
122
Increased
181
Reduced
225
Closed
33
Calls
$40M
Puts
$121M
Net Calls
-$80.8M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$20.6M -$2.28M -7,037 -12%
Citigroup
102
Citigroup
New York
$20.4M +$2.15M +6,627 +14%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$20.3M -$113K -349 -0.7%
BTW
104
Boston Trust Walden
Massachusetts
$20M +$37.6K +116 +0.2%
Canada Life
105
Canada Life
Manitoba, Canada
$19.6M +$5.42M +16,741 +49%
MDSL
106
M.D. Sass LLC
New York
$19.5M -$7.11M -21,945 -30%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$19.2M +$1.59M +4,911 +11%
First Trust Advisors
108
First Trust Advisors
Illinois
$19.1M +$1.04M +3,220 +7%
Allianz Asset Management
109
Allianz Asset Management
Germany
$19M +$6.8M +20,974 +75%
TCM
110
Tran Capital Management
California
$18.7M -$784K -2,421 -5%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$18.5M +$3.58M +11,046 +30%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$18.5M +$4.72M +14,559 +44%
MSV
113
MN Services Vermogensbeheer
Netherlands
$17.7M +$518K +1,600 +4%
SEI Investments
114
SEI Investments
Pennsylvania
$16.4M +$2.72M +8,400 +25%
WAM
115
Winslow Asset Management
Ohio
$16.3M -$295K -911 -2%
Stifel Financial
116
Stifel Financial
Missouri
$15.6M +$1.16M +3,576 +10%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$15.5M -$540K -1,665 -4%
Prudential Financial
118
Prudential Financial
New Jersey
$15.4M -$351K -1,082 -3%
GC
119
Grimes & Company
Massachusetts
$15M -$545K -1,681 -4%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M +$4.85M +14,968 +65%
MFWM
121
Motley Fool Wealth Management
Virginia
$14.6M +$178K +549 +1%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$14.5M -$352K -1,085 -3%
BAAM
123
Baker Avenue Asset Management
California
$14.1M +$232K +717 +2%
MLL
124
Moody Lynn & Lieberson
Massachusetts
$14.1M +$2.61M +8,066 +29%
PAM
125
Panagora Asset Management
Massachusetts
$13.9M +$936K +2,890 +9%

SIVB Hedge Fund Activity: Q4 2020 in Review

609 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2020, worth a combined $18.8B — up 66% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SIVB positions and 33 closed out — a net gain of 89 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $138M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 609 institutional investors held SVB Financial Group (SIVB) as of Q4 2020, up from 527 in Q3 2020.
  • Funds reported $18.8B of SVB Financial Group stock for Q4 2020, up 66% quarter-over-quarter.
  • 122 funds opened new SVB Financial Group positions in Q4 2020 and 33 closed out, a net change of +89 holders.
  • The largest SVB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $138M added.
  • The largest SVB Financial Group seller in Q4 2020 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2020.