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SIVB

SVB Financial Group
SIVB

Delisted

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

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251 hedge funds and large institutions have $4.51B invested in SVB Financial Group in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more capital invested

Capital invested by funds: $3.74B → $4.51B (+$769M)

5% more funds holding

Funds holding: 239 → 251 (+12)

25% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 104

78% less call options, than puts

Call options by funds: $6.73M | Put options by funds: $31.1M

Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
7.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
35
Increased
78
Reduced
104
Closed
22
Calls
$6.73M
Puts
$31.1M
Net Calls
-$24.3M
Net Calls Change
-$20.4M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$30M
2
American Century Companies
American Century Companies
Missouri
+$26.9M
3
Bank of America
Bank of America
North Carolina
+$22.5M
4
Calamos Advisors
Calamos Advisors
Illinois
+$18.4M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$15.5M

Top Sellers

1
SC
Samlyn Capital
New York
-$23.6M
2
Credit Agricole
Credit Agricole
France
-$16.5M
3
State Street
State Street
Massachusetts
-$15.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.3M
5
UOC
UBS O'Connor
Illinois
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$300M -$2.53M -25,820 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M +$10.9M +111,903 +4%
State Street
3
State Street
Massachusetts
$227M -$15.4M -157,440 -7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$188M – – –
HL
5
Harding Loevner
New Jersey
$184M +$6.12M +62,595 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$155M +$6.86M +70,059 +5%
Fisher Asset Management
7
Fisher Asset Management
Washington
$152M -$3.43M -35,059 -2%
CWAM
8
Columbia Wanger Asset Management
Illinois
$143M -$6.65M -68,000 -5%
BFA
9
BlackRock Fund Advisors
California
$141M +$9.93M +101,499 +8%
BIT
10
BlackRock Institutional Trust
California
$136M +$5.04M +51,532 +4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$120M -$9.11M -93,063 -8%
American Century Companies
12
American Century Companies
Missouri
$108M +$26.9M +274,821 +36%
JP Morgan Chase
13
JP Morgan Chase
New York
$105M +$30M +306,501 +44%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$97.3M +$2.66M +27,179 +3%
ClearBridge Investments
15
ClearBridge Investments
New York
$96M +$3.2M +32,700 +4%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$93.5M +$13.7M +140,020 +19%
WHG
17
Westwood Holdings Group
Texas
$90.9M -$9.17M -93,691 -10%
Ameriprise
18
Ameriprise
Minnesota
$82.1M +$5.66M +57,818 +8%
JHIU
19
Janus Henderson Investors US
Colorado
$78.1M -$1.75M -17,923 -2%
Invesco
20
Invesco
Georgia
$71.6M +$657K +6,712 +1%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$68.9M -$252K -2,580 -0.4%
Capital World Investors
22
Capital World Investors
California
$68.4M – – –
Northern Trust
23
Northern Trust
Illinois
$59.6M -$1.34M -13,727 -2%
WRF
24
Waddell & Reed Financial
Kansas
$58M -$6.08M -62,140 -10%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$46.1M -$1.72M -17,616 -4%
1
2 3 4 5

SIVB Hedge Fund Activity: Q4 2013 in Review

251 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2013, worth a combined $4.51B — up 21% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SIVB positions and 22 closed out — a net gain of 13 holders — while 78 added to existing stakes and 104 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $30M. The largest seller was Samlyn Capital, cutting an estimated $23.6M.

  • 251 institutional investors held SVB Financial Group (SIVB) as of Q4 2013, up from 239 in Q3 2013.
  • Funds reported $4.51B of SVB Financial Group stock for Q4 2013, up 21% quarter-over-quarter.
  • 35 funds opened new SVB Financial Group positions in Q4 2013 and 22 closed out, a net change of +13 holders.
  • The largest SVB Financial Group buyer in Q4 2013 was JP Morgan Chase, an estimated $30M added.
  • The largest SVB Financial Group seller in Q4 2013 was Samlyn Capital, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2013.