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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
SIC
201
Salem Investment Counselors
North Carolina
$349K – – –
BJL
202
Brighton Jones LLC
Washington
$344K – – –
AG
203
Aperio Group
California
$337K +$34.2K +396 +11%
QC
204
QCM Cayman
Texas
$318K +$318K +3,681 New
USAA
205
United Services Automobile Association
Texas
$268K +$268K +3,100 New
Nomura Holdings
206
Nomura Holdings
Japan
$268K +$268K +3,105 New
First Manhattan
207
First Manhattan
New York
$259K – – –
SCA
208
SAC Capital Advisors
Connecticut
$242K +$242K +2,800 New
LPL Financial
209
LPL Financial
California
$210K -$63K -729 -25%
PAM
210
Panagora Asset Management
Massachusetts
$186K – – –
US Bancorp
211
US Bancorp
Minnesota
$143K -$8.55K -99 -6%
OA
212
OFI Advisors
Pennsylvania
$124K -$2.68K -31 -2%
AAM
213
Advisors Asset Management
Colorado
$121K – – –
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$107K +$105K +1,212 +4,179%
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
$95K +$88.2K +1,021 +1,292%
SI
216
Stephens Inc
Arkansas
$70K +$18.1K +210 +35%
IC
217
IKOS CIF
Cyprus
$66K +$70.1K +811 New
NYLT
218
New York Life Trust
New York
$55K +$54.6K +632 New
RNS
219
Robert N. Shapiro
$53K +$34.5K +399 +181%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$46K +$8.81K +102 +24%
Canada Pension Plan Investment Board
221
Canada Pension Plan Investment Board
Ontario, Canada
$43K +$43.2K +500 New
NTCOC
222
Northern Trust Company of Connecticut
Connecticut
$42K – – –
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.8K +$2.81M +32,556 +9%
MCM
224
Manchester Capital Management
Vermont
$35K -$125K -1,450 -78%
PCM
225
Prelude Capital Management
New York
$35K +$34.6K +400 New
7 8
9
10 11

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.