We are live on ! Find out more
SBNY

Signature Bank

Delisted

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

457 hedge funds and large institutions have $15.5B invested in Signature Bank in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 115

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

16% more capital invested

Capital invested by funds: $13.4B → $15.5B (+$2.14B)

6% more funds holding

Funds holding: 433457 (+24)

32% less call options, than puts

Call options by funds: $137M | Put options by funds: $201M

Holders
457
Holders Change
+24
Holders Change %
+5.54%
% of All Funds
8%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
61
Increased
213
Reduced
115
Closed
34
Calls
$137M
Puts
$201M
Net Calls
-$64.3M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
351
Capital Wealth Alliance
Arizona
$345K -$7.53K -30 -3%
PG
352
Pendal Group
Australia
$344K +$317K +1,264 New
ZCA
353
Zeke Capital Advisors
Pennsylvania
$338K +$69.3K +276 +29%
KWM
354
Kingsview Wealth Management
Oregon
$331K
MFG
355
Menard Financial Group
Texas
$316K +$56.5K +225 +24%
BRWA
356
B. Riley Wealth Advisors
Florida
$315K +$50.2K +200 +21%
PTP
357
Platform Technology Partners
New York
$313K
Wolverine Trading
358
Wolverine Trading
Illinois
$307K -$739K -2,942 -73%
TM
359
Titan Managers
Arizona
$304K -$82.6K -329 -23%
AC
360
Apogem Capital
New York
$304K -$251 -1 -0.1%
KAS
361
Kestra Advisory Services
Texas
$303K +$40.9K +163 +17%
PRC
362
Pearl River Capital
Michigan
$299K +$275K +1,097 New
UCFA
363
United Capital Financial Advisors
Texas
$289K +$1.26K +5 +0.5%
FHB
364
First Hawaiian Bank
Hawaii
$287K +$264K +1,053 New
BOPW
365
Brandywine Oak Private Wealth
Pennsylvania
$286K -$2.26K -9 -0.8%
IFG
366
Independent Financial Group
California
$286K -$145K -577 -35%
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$282K -$6.53K -26 -2%
MA
368
Mutual Advisors
Nebraska
$281K +$259K +1,032 New
CAM
369
Cresset Asset Management
Illinois
$280K +$258K +1,027 New
RIG
370
Roosevelt Investment Group
New York
$272K
LSA
371
Leonteq Securities AG
Switzerland
$270K +$67K +267 +37%
CFGS
372
Concourse Financial Group Securities
Alabama
$266K -$20.8K -83 -8%
MAM
373
McLean Asset Management
Virginia
$249K +$203K +809 New
Mitsubishi UFJ Trust & Banking
374
Mitsubishi UFJ Trust & Banking
Japan
$245K +$226K +900 New
OWM
375
OneAscent Wealth Management
Alabama
$242K +$223K +890 New

SBNY Hedge Fund Activity: Q3 2021 in Review

457 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Signature Bank (SBNY) for Q3 2021, worth a combined $15.5B — up 16% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SBNY positions and 34 closed out — a net gain of 27 holders — while 213 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $111M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 457 institutional investors held Signature Bank (SBNY) as of Q3 2021, up from 433 in Q2 2021.
  • Funds reported $15.5B of Signature Bank stock for Q3 2021, up 16% quarter-over-quarter.
  • 61 funds opened new Signature Bank positions in Q3 2021 and 34 closed out, a net change of +27 holders.
  • The largest Signature Bank buyer in Q3 2021 was Invesco, an estimated $111M added.
  • The largest Signature Bank seller in Q3 2021 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2021.