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SIVB

SVB Financial Group
SIVB

Delisted

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

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239 hedge funds and large institutions have $3.74B invested in SVB Financial Group in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 74

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 236 → 239 (+3)

4% more capital invested

Capital invested by funds: $3.59B → $3.74B (+$150M)

37% less call options, than puts

Call options by funds: $6.76M | Put options by funds: $10.7M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
105
Reduced
74
Closed
22
Calls
$6.76M
Puts
$10.7M
Net Calls
-$3.93M
Net Calls Change
-$601K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$15.2M
2
Calamos Advisors
Calamos Advisors
Illinois
+$14.2M
3
HL
Harding Loevner
New Jersey
+$11.6M
4
UOC
UBS O'Connor
Illinois
+$10.3M
5
CIP
Champlain Investment Partners
Vermont
+$9.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
2
BTW
Boston Trust Walden
Massachusetts
-$56.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
4
WRF
Waddell & Reed Financial
Kansas
-$15.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
176
Winslow Asset Management
Ohio
$627K – – –
AIP
177
Ameritas Investment Partners
Nebraska
$624K +$624K +7,220 New
WCM
178
Winton Capital Management
United Kingdom
$623K +$209K +2,415 +50%
MC
179
Menta Capital
California
$618K +$619K +7,161 New
MVP
180
Missouri Valley Partners
Missouri
$594K +$2.07K +24 +0.4%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$589K +$250K +2,889 +74%
SAM
182
Securian Asset Management
Minnesota
$588K – – –
GF
183
Gerstein Fisher
New York
$587K +$58.8K +681 +11%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$586K -$1.55M -17,945 -73%
NG
185
NatWest Group
United Kingdom
$578K +$578K +6,692 New
RCAMU
186
Rothschild & Co Asset Management US
Connecticut
$560K -$1.51M -17,420 -73%
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$558K +$4.41K +51 +0.8%
SB
188
Suntrust Banks
Georgia
$553K +$36.2K +419 +7%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$508K +$244K +2,828 +93%
Legal & General Group
190
Legal & General Group
United Kingdom
$506K – – –
RFC
191
Regions Financial Corp
Alabama
$476K +$8.55K +99 +2%
IIM
192
Ipswich Investment Management
Massachusetts
$462K – – –
WAM
193
World Asset Management
Michigan
$451K -$59.5K -688 -12%
SCM
194
Shelton Capital Management
Colorado
$425K – – –
BF
195
BOK Financial
Oklahoma
$411K +$412K +4,765 New
TA
196
Teton Advisors
New York
$397K +$8.64K +100 +2%
HMS
197
Hanseatic Management Services
New Mexico
$391K +$115K +1,330 +42%
CB
198
Commerce Bank
Missouri
$372K -$142K -1,645 -28%
FCBT
199
First Citizens Bank & Trust
North Carolina
$367K +$14.4K +167 +4%
ACI
200
Advance Capital I
Michigan
$354K +$354K +4,100 New
6 7
8
9 10

SIVB Hedge Fund Activity: Q3 2013 in Review

239 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2013, worth a combined $3.74B — up 4.2% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SIVB positions and 22 closed out — a net gain of 6 holders — while 105 added to existing stakes and 74 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $15.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $64.6M.

  • 239 institutional investors held SVB Financial Group (SIVB) as of Q3 2013, up from 236 in Q2 2013.
  • Funds reported $3.74B of SVB Financial Group stock for Q3 2013, up 4.2% quarter-over-quarter.
  • 28 funds opened new SVB Financial Group positions in Q3 2013 and 22 closed out, a net change of +6 holders.
  • The largest SVB Financial Group buyer in Q3 2013 was ClearBridge Investments, an estimated $15.2M added.
  • The largest SVB Financial Group seller in Q3 2013 was Lord, Abbett & Co, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2013.