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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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$3.22M -$148K -695 -5%
JAM
202
Jupiter Asset Management
United Kingdom
$3.19M +$2.91M +13,657 New
LMGAM
203
Liberty Mutual Group Asset Management
Massachusetts
$3.13M -$827K -3,881 -22%
LSERS
204
Louisiana State Employees Retirement System
Louisiana
$3.11M -$170K -800 -6%
ROC
205
River Oaks Capital
Minnesota
$3.09M +$107K +500 +4%
TAM
206
Tiverton Asset Management
Delaware
$3.07M -$2.02M -9,474 -42%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$3.04M +$2.77M +13,000 New
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$2.97M +$2.47M +11,575 +1,008%
OAMG
209
Odey Asset Management Group
United Kingdom
$2.92M +$2.66M +12,500 New
Citadel Advisors
210
Citadel Advisors
Florida
$2.9M +$2.4M +11,267 +975%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$2.9M -$240K -1,127 -8%
CB
212
Cooke & Bieler
Pennsylvania
$2.88M -$5.63M -26,403 -68%
ProShare Advisors
213
ProShare Advisors
Maryland
$2.87M +$352K +1,650 +16%
EVM
214
Eaton Vance Management
Massachusetts
$2.86M -$1.71K -8 -0.1%
AIA
215
Avalon Investment & Advisory
Texas
$2.82M +$1.16M +5,462 +83%
Barclays
216
Barclays
United Kingdom
$2.73M +$381K +1,789 +18%
MCIM
217
Meadow Creek Investment Management
Georgia
$2.63M -$119K -560 -5%
AB
218
Amalgamated Bank
New York
$2.55M +$123K +577 +6%
NIPH
219
NN Investment Partners Holdings
Netherlands
$2.51M +$667K +3,128 +41%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$2.5M +$192K +900 +9%
Envestnet Asset Management
221
Envestnet Asset Management
Illinois
$2.45M +$86.9K +408 +4%
FG
222
FSI Group
Ohio
$2.43M +$2.22M +10,400 New
PWS
223
Peloton Wealth Strategists
Indiana
$2.41M +$53.3K +250 +2%
Wolverine Trading
224
Wolverine Trading
Illinois
$2.3M +$2.1M +9,851 New
URS
225
Utah Retirement Systems
Utah
$2.27M +$21.3K +100 +1%

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.