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SBNY

Signature Bank

Delisted

SBNY was delisted on the 10th of March, 2023.

327 hedge funds and large institutions have $7.2B invested in Signature Bank in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

116% more call options, than puts

Call options by funds: $119M | Put options by funds: $55M

74% more capital invested

Capital invested by funds: $4.15B → $7.2B (+$3.06B)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

5% less funds holding

Funds holding: 346327 (-19)

16% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 93

Holders
327
Holders Change
-19
Holders Change %
-5.49%
% of All Funds
5.79%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.11%
New
78
Increased
103
Reduced
107
Closed
93
Calls
$119M
Puts
$55M
Net Calls
+$63.8M
Net Calls Change
+$86.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$34K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$32K -$209 -2 -0.8%
FWM
278
Focused Wealth Management
New York
$30K -$2.82K -27 -11%
IA
279
Inspire Advisors
Idaho
$30K +$23.5K +225 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$29K -$13.7K -131 -38%
GAM
281
Gemmer Asset Management
California
$25K
PCG
282
Private Capital Group
Connecticut
$23K -$209 -2 -1%
CTFG
283
Capstone Triton Financial Group
Oklahoma
$21K +$16K +153 New
CAAS
284
Capital Asset Advisory Services
Michigan
$21K +$16.1K +154 New
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$19K +$522 +5 +4%
HFM
286
Harvest Fund Management
China
$18K +$14.6K +140 New
LF
287
Lee Financial
Texas
$16K
TPWA
288
TRUE Private Wealth Advisors
Oregon
$16K
AIG
289
American International Group
New York
$13.1K -$158K -1,516 -2%
LFG
290
Larson Financial Group
Missouri
$13K
FF
291
FourThought Financial
Florida
$13K +$10.4K +100 New
ICM
292
Islay Capital Management
Texas
$11K
SL
293
Savior LLC
Massachusetts
$10K
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$10K +$6.17K +59 +369%
AF
295
Advisornet Financial
Minnesota
$9K
TAIM
296
TD Ameritrade Investment Management
Nebraska
$9K
PWPS
297
Pinnacle Wealth Planning Services
Ohio
$9K +$7K +67 New
SFS
298
Sowell Financial Services
Arkansas
$8K +$4.6K +44 +338%
AWA
299
Arkadios Wealth Advisors
Georgia
$8K +$6.27K +60 New
BCA
300
Berman Capital Advisors
Georgia
$7K -$6.69K -64 -53%

SBNY Hedge Fund Activity: Q4 2020 in Review

327 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Signature Bank (SBNY) for Q4 2020, worth a combined $7.2B — up 74% from $4.15B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of SBNY and 78 opened new positions — a net loss of 15 holders — while 107 trimmed existing stakes and 103 added.

The largest buyer was Fidelity Investments, adding an estimated $64.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $146M.

  • 327 institutional investors held Signature Bank (SBNY) as of Q4 2020, down from 346 in Q3 2020.
  • Funds reported $7.2B of Signature Bank stock for Q4 2020, up 74% quarter-over-quarter.
  • 78 funds opened new Signature Bank positions in Q4 2020 and 93 closed out, a net change of -15 holders.
  • The largest Signature Bank buyer in Q4 2020 was Fidelity Investments, an estimated $64.6M added.
  • The largest Signature Bank seller in Q4 2020 was T. Rowe Price Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2020.