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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
WG
126
Winton Group
United Kingdom
$9.54M +$4.89M +22,961 +129%
EMFAT
127
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.28M -$2.82M -13,230 -25%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$9.05M -$26.2M -122,851 -76%
GIA
129
Gateway Investment Advisers
Ohio
$9.05M -$3.23M -15,137 -28%
Credit Agricole
130
Credit Agricole
France
$9M -$10.6M -49,686 -56%
Two Sigma Investments
131
Two Sigma Investments
New York
$8.89M -$8.99M -42,194 -53%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$8.65M
ACL
133
Azora Capital LP
Florida
$8.58M +$7.82M +36,717 New
ERSOT
134
Employees Retirement System of Texas
Texas
$8.42M -$3.2M -15,000 -29%
PCM
135
Penserra Capital Management
California
$8.34M +$7.6M +35,661 New
TPSF
136
Texas Permanent School Fund
Texas
$8.33M -$600K -2,816 -7%
MFWM
137
Motley Fool Wealth Management
Virginia
$8.08M +$473K +2,218 +7%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$7.97M -$6.11M -28,660 -46%
BCM
139
Basswood Capital Management
New York
$7.93M
Russell Investments Group
140
Russell Investments Group
United Kingdom
$7.92M -$1.07M -5,030 -13%
MIM
141
MetLife Investment Management
New Jersey
$7.8M +$7.11M +33,370 New
GC
142
Guggenheim Capital
Illinois
$7.75M +$4.08M +19,130 +137%
Stifel Financial
143
Stifel Financial
Missouri
$7.74M +$5.75K +27 +0.1%
TMAM
144
Tokio Marine Asset Management
Japan
$7.64M -$874K -4,100 -11%
SEI Investments
145
SEI Investments
Pennsylvania
$7.44M -$605K -2,837 -8%
CEP
146
Chicago Equity Partners
Illinois
$7.15M +$6.52M +30,585 New
CIP
147
Chartwell Investment Partners
Pennsylvania
$6.55M
PI
148
PineBridge Investments
New York
$6.34M -$3.17M -14,888 -35%
GGHC
149
Gilder Gagnon Howe & Co
New York
$6.29M -$165K -774 -3%
CRC
150
Curi RMB Capital
Illinois
$6.21M -$2.27M -10,640 -29%

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.