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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$2.5M +$99.4K +247 +3%
SLAM
252
Swiss Life Asset Management
$2.48M -$45.1K -112 -1%
PWS
253
Peloton Wealth Strategists
Indiana
$2.48M +$487K +1,210 +20%
ERWM
254
Elk River Wealth Management
Colorado
$2.36M +$249K +618 +10%
TAM
255
Tocqueville Asset Management
New York
$2.32M +$2.06M +5,115 +287%
CNB
256
Czech National Bank
Czech Republic
$2.31M +$2.76M +6,866 New
AIP
257
Ameritas Investment Partners
Nebraska
$2.24M +$2.38M +5,917 +769%
NONA
258
Ninety One North America
New York
$2.21M
BFA
259
Beaumont Financial Advisors
Massachusetts
$2.2M +$252K +626 +11%
NG
260
NatWest Group
United Kingdom
$2.14M -$209K -520 -8%
GAM
261
Gotham Asset Management
New York
$2.11M +$1.18M +2,928 +87%
VanEck Associates
262
VanEck Associates
New York
$2.09M +$145K +361 +6%
KWILP
263
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.07M
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$2.05M +$1.13M +2,811 +85%
Lido Advisors
265
Lido Advisors
California
$2.05M +$2.46M +6,101 New
TRCT
266
Tower Research Capital (TRC)
New York
$2.03M +$1.09M +2,715 +81%
GFA
267
Gifford Fong Associates
California
$2.02M
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$2.01M +$200K +497 +9%
EAMA
269
EFG Asset Management (Americas)
Florida
$1.98M -$1.59M -3,962 -40%
HIMCH
270
Hartford Investment Management Co (HIMCO)
Connecticut
$1.89M -$2.42K -6 -0.1%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$1.85M +$2.21M +5,502 New
MC
272
Mathes Company
New York
$1.83M -$6.04K -15 -0.3%
EWA
273
Exencial Wealth Advisors
Oklahoma
$1.81M -$2.82K -7 -0.1%
Allspring Global Investments
274
Allspring Global Investments
North Carolina
$1.81M +$745K +1,851 +52%
JIR
275
James Investment Research
Ohio
$1.8M -$2.22M -5,513 -51%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.