SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
573 hedge funds and large institutions have $9.09B invested in SVB Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 215 reducing their positions, and 134 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 215
7% less funds holding
Funds holding: 614 → 573 (-41)
26% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 134
39% less capital invested
Capital invested by funds: $14.8B → $9.09B (-$5.75B)
63% less funds holding in top 10
Funds holding in top 10: 19 → 7 (-12)
65% less call options, than puts
Call options by funds: $47M | Put options by funds: $133M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$227M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$201M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$154M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$97.4M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$106M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$89.4M |
| 3 |
HCM
Hitchwood Capital Management
New York
|
-$83.9M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$83.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$82.4M |
SIVB Hedge Fund Activity: Q4 2018 in Review
573 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2018, worth a combined $9.09B — down 39% from $14.8B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of SIVB and 99 opened new positions — a net loss of 35 holders — while 215 trimmed existing stakes and 196 added.
The largest buyer was JP Morgan Chase, adding an estimated $227M. The largest seller was Capital Research Global Investors, cutting an estimated $106M.
- 573 institutional investors held SVB Financial Group (SIVB) as of Q4 2018, down from 614 in Q3 2018.
- Funds reported $9.09B of SVB Financial Group stock for Q4 2018, down 39% quarter-over-quarter.
- 99 funds opened new SVB Financial Group positions in Q4 2018 and 134 closed out, a net change of -35 holders.
- The largest SVB Financial Group buyer in Q4 2018 was JP Morgan Chase, an estimated $227M added.
- The largest SVB Financial Group seller in Q4 2018 was Capital Research Global Investors, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2018.