SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
560 hedge funds and large institutions have $11.9B invested in SVB Financial Group in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 198 reducing their positions, and 58 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
45% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 58
20% more capital invested
Capital invested by funds: $9.96B → $11.9B (+$1.95B)
3% more funds holding
Funds holding: 546 → 560 (+14)
6% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 198
55% less call options, than puts
Call options by funds: $75M | Put options by funds: $168M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$95.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$62.6M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$50.5M |
| 4 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$49.4M |
| 5 |
FAM
Fred Alger Management
New York
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$122M |
| 2 |
Bank of New York Mellon
New York
|
-$82.3M |
| 3 |
Goldman Sachs
New York
|
-$72.3M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$57.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38.5M |
SIVB Hedge Fund Activity: Q4 2019 in Review
560 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2019, worth a combined $11.9B — up 20% from $9.96B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SIVB positions and 58 closed out — a net gain of 26 holders — while 187 added to existing stakes and 198 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $95.6M. The largest seller was Invesco, cutting an estimated $122M.
- 560 institutional investors held SVB Financial Group (SIVB) as of Q4 2019, up from 546 in Q3 2019.
- Funds reported $11.9B of SVB Financial Group stock for Q4 2019, up 20% quarter-over-quarter.
- 84 funds opened new SVB Financial Group positions in Q4 2019 and 58 closed out, a net change of +26 holders.
- The largest SVB Financial Group buyer in Q4 2019 was Capital Research Global Investors, an estimated $95.6M added.
- The largest SVB Financial Group seller in Q4 2019 was Invesco, an estimated $122M sold.
Based on aggregated 13F filings for Q4 2019.