SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
289 hedge funds and large institutions have $5.44B invested in SVB Financial Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 36 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more capital invested
Capital invested by funds: $5.27B → $5.44B (+$172M)
2% more call options, than puts
Call options by funds: $963K | Put options by funds: $945K
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
2% less funds holding
Funds holding: 295 → 289 (-6)
12% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$110M |
| 2 |
Bank of New York Mellon
New York
|
+$41.9M |
| 3 |
Millennium Management
New York
|
+$23.7M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$22.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$126M |
| 2 |
MCM
Moore Capital Management
New York
|
-$35.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$32.6M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$31.8M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$21.1M |
SIVB Hedge Fund Activity: Q4 2014 in Review
289 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2014, worth a combined $5.44B — up 3.3% from $5.27B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of SIVB and 34 opened new positions — a net loss of 2 holders — while 110 trimmed existing stakes and 97 added.
The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Lord, Abbett & Co, cutting an estimated $126M.
- 289 institutional investors held SVB Financial Group (SIVB) as of Q4 2014, down from 295 in Q3 2014.
- Funds reported $5.44B of SVB Financial Group stock for Q4 2014, up 3.3% quarter-over-quarter.
- 34 funds opened new SVB Financial Group positions in Q4 2014 and 36 closed out, a net change of -2 holders.
- The largest SVB Financial Group buyer in Q4 2014 was JP Morgan Chase, an estimated $110M added.
- The largest SVB Financial Group seller in Q4 2014 was Lord, Abbett & Co, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2014.