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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

87 hedge funds and large institutions have $977K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 556 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

86% less funds holding

Funds holding: 64487 (-557)

98% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 556

100% less capital invested

Capital invested by funds: $13.1B → $977K (-$13.1B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
87
Holders Change
-557
Holders Change %
-86.49%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
29
Closed
556
Calls
$77K
Puts
Net Calls
+$77K
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Advisors Capital Management
New Jersey
-$4.96M -21,572 Closed
RJA
227
Raymond James & Associates
Florida
-$4.85M -21,092 Closed
MLL
228
Moody Lynn & Lieberson
Massachusetts
-$4.82M -20,939 Closed
Korea Investment Corp
229
Korea Investment Corp
South Korea
-$4.62M -20,087 Closed
WC
230
Westwind Capital
New Mexico
-$4.57M -19,853 Closed
Stifel Financial
231
Stifel Financial
Missouri
-$4.51M -19,605 Closed
CWM
232
CIBC World Markets
New York
-$4.5M -19,556 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
233
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$4.48M -19,448 Closed
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
-$4.41M -19,165 Closed
WT
235
Whittier Trust
California
-$4.39M -19,080 Closed
Truist Financial
236
Truist Financial
North Carolina
-$4.36M -18,951 Closed
Retirement Systems of Alabama
237
Retirement Systems of Alabama
Alabama
-$4.36M -18,935 Closed
KCM
238
Kornitzer Capital Management
Kansas
-$4.31M -18,745 Closed
Envestnet Asset Management
239
Envestnet Asset Management
Illinois
-$4.31M -18,742 Closed
CCM
240
Carmel Capital Management
California
-$4.19M -18,185 Closed
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
-$4.16M -18,097 Closed
ProShare Advisors
242
ProShare Advisors
Maryland
-$4.09M -17,751 Closed
Baird Financial Group
243
Baird Financial Group
Wisconsin
-$4.06M -17,646 Closed
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
-$4.04M -17,559 Closed
Royal London Asset Management
245
Royal London Asset Management
United Kingdom
-$4.02M -17,469 Closed
AIG
246
American International Group
New York
-$4.01M -17,443 Closed
SOMRS
247
State of Michigan Retirement System
Michigan
-$3.94M -17,120 Closed
MIM
248
MetLife Investment Management
New Jersey
-$3.89M -16,917 Closed
VST
249
Van Strum & Towne
California
-$3.88M -16,877 Closed
ASRS
250
Arizona State Retirement System
Arizona
-$3.85M -16,723 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2023, worth a combined $977K — down 100% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 556 funds closed out of SIVB and 10 opened new positions — a net loss of 546 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.53B sold.

  • 87 institutional investors held SVB Financial Group (SIVB) as of Q1 2023, down from 644 in Q4 2022.
  • Funds reported $977K of SVB Financial Group stock for Q1 2023, down 100% quarter-over-quarter.
  • 10 funds opened new SVB Financial Group positions in Q1 2023 and 556 closed out, a net change of -546 holders.
  • The largest SVB Financial Group buyer in Q1 2023 was Basswood Capital Management, an estimated $17.7M added.
  • The largest SVB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2023.