SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
299 hedge funds and large institutions have $5.51B invested in SVB Financial Group in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 137 increasing their positions, 78 reducing their positions, and 35 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 78
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
6% more funds holding
Funds holding: 282 → 299 (+17)
0% more capital invested
Capital invested by funds: $5.49B → $5.51B (+$19.1M)
43% less call options, than puts
Call options by funds: $5.07M | Put options by funds: $8.86M
86% less funds holding in top 10
Funds holding in top 10: 7 → 1 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$84.5M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$74.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$63.3M |
| 4 |
Bank of New York Mellon
New York
|
+$49.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$34.9M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$23.4M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$22.1M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$19.3M |
| 5 |
QI
QS Investors
New York
|
-$15.6M |
SIVB Hedge Fund Activity: Q2 2014 in Review
299 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2014, worth a combined $5.51B — up 0.35% from $5.49B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SIVB positions and 35 closed out — a net gain of 19 holders — while 137 added to existing stakes and 78 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $84.5M. The largest seller was GW&K Investment Management, cutting an estimated $34.9M.
- 299 institutional investors held SVB Financial Group (SIVB) as of Q2 2014, up from 282 in Q1 2014.
- Funds reported $5.51B of SVB Financial Group stock for Q2 2014, up 0.35% quarter-over-quarter.
- 54 funds opened new SVB Financial Group positions in Q2 2014 and 35 closed out, a net change of +19 holders.
- The largest SVB Financial Group buyer in Q2 2014 was Lord, Abbett & Co, an estimated $84.5M added.
- The largest SVB Financial Group seller in Q2 2014 was GW&K Investment Management, an estimated $34.9M sold.
Based on aggregated 13F filings for Q2 2014.