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SBNY

Signature Bank

Delisted

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

357 hedge funds and large institutions have $6.81B invested in Signature Bank in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 133 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $28.4M

5% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 133

10% less capital invested

Capital invested by funds: $7.54B → $6.81B (-$729M)

10% less funds holding

Funds holding: 396357 (-39)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

55% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 67

Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
8.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
30
Increased
140
Reduced
133
Closed
67
Calls
$34.5M
Puts
$28.4M
Net Calls
+$6.09M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$13K -$6.55K -50 -32%
C
327
Cerebellum
California
$13K +$13.8K +105 New
LF
328
Lee Financial
Texas
$12K
VCM
329
Versant Capital Management
Arizona
$12K
TWA
330
TCI Wealth Advisors
Arizona
$11K
GRP
331
Global Retirement Partners
California
$10K
SIAS
332
Shine Investment Advisory Services
Colorado
$10K
AssetMark Inc
333
AssetMark Inc
California
$10K +$1.18K +9 +13%
BWM
334
Baystate Wealth Management
Massachusetts
$8K
CTC
335
Central Trust Company
Missouri
$6K -$431K -3,285 -99%
QCG
336
Quadrant Capital Group
Ohio
$6K -$3.67K -28 -33%
CFG
337
Citizens Financial Group
Rhode Island
$6K
GFP
338
Gryphon Financial Partners
Ohio
$6K +$6.55K +50 New
LFA
339
Legacy Financial Advisors
Kentucky
$5K
SMFS
340
Squar Milner Financial Services
California
$5K +$4.85K +37 New
DAM
341
Delta Asset Management
Tennessee
$4K
THWM
342
Taylor Hoffman Wealth Management
Virginia
$4K
VFA
343
Valeo Financial Advisors
Indiana
$3K -$8.52K -65 -71%
ACS
344
Archford Capital Strategies
Illinois
$3K
EARNEST Partners
345
EARNEST Partners
Georgia
$3K
RCAG
346
Rehmann Capital Advisory Group
Michigan
$2.43K -$786 -6 -24%
ST
347
Smithfield Trust
Pennsylvania
$2K
YWP
348
YorkBridge Wealth Partners
New York
$2K
CAW
349
Cornerstone Advisors (Washington)
Washington
$1K -$262 -2 -18%
CMBA
350
C.M. Bidwell & Associates
Hawaii
$1K

SBNY Hedge Fund Activity: Q2 2018 in Review

357 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Signature Bank (SBNY) for Q2 2018, worth a combined $6.81B — down 9.7% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SBNY and 30 opened new positions — a net loss of 37 holders — while 133 trimmed existing stakes and 140 added.

The largest buyer was Capital Research Global Investors, adding an estimated $130M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $144M sold.

  • 357 institutional investors held Signature Bank (SBNY) as of Q2 2018, down from 396 in Q1 2018.
  • Funds reported $6.81B of Signature Bank stock for Q2 2018, down 9.7% quarter-over-quarter.
  • 30 funds opened new Signature Bank positions in Q2 2018 and 67 closed out, a net change of -37 holders.
  • The largest Signature Bank buyer in Q2 2018 was Capital Research Global Investors, an estimated $130M added.
  • The largest Signature Bank seller in Q2 2018 was Epoch Investment Partners, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2018.