SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
239 hedge funds and large institutions have $3.78B 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.
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)
3% more capital invested
Capital invested by funds: $3.66B → $3.78B (+$119M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$15.2M |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
+$14.2M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$11.6M |
| 4 |
O
OppenheimerFunds
New York
|
+$11.1M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$64.6M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$56.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$15.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$15.2M |
SIVB Hedge Fund Activity: Q3 2013 in Review
239 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2013, worth a combined $3.78B — up 3.3% from $3.66B 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 $3.78B of SVB Financial Group stock for Q3 2013, up 3.3% 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.