SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
282 hedge funds and large institutions have $5.49B invested in SVB Financial Group in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 15 closing their positions.
227% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 15
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
21% more capital invested
Capital invested by funds: $4.55B → $5.49B (+$946M)
12% more funds holding
Funds holding: 251 → 282 (+31)
7% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 106
81% less call options, than puts
Call options by funds: $7.99M | Put options by funds: $42.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$48.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$30.1M |
| 3 |
QI
QS Investors
New York
|
+$20.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17.4M |
| 5 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.5M |
| 2 |
JP Morgan Chase
New York
|
-$30.1M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$26.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$25M |
SIVB Hedge Fund Activity: Q1 2014 in Review
282 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2014, worth a combined $5.49B — up 21% from $4.55B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SIVB positions and 15 closed out — a net gain of 34 holders — while 99 added to existing stakes and 106 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $48.8M. The largest seller was Ameriprise, cutting an estimated $35.5M.
- 282 institutional investors held SVB Financial Group (SIVB) as of Q1 2014, up from 251 in Q4 2013.
- Funds reported $5.49B of SVB Financial Group stock for Q1 2014, up 21% quarter-over-quarter.
- 49 funds opened new SVB Financial Group positions in Q1 2014 and 15 closed out, a net change of +34 holders.
- The largest SVB Financial Group buyer in Q1 2014 was Frontier Capital Management, an estimated $48.8M added.
- The largest SVB Financial Group seller in Q1 2014 was Ameriprise, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2014.