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SIVB

SVB Financial Group

Delisted

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

644 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 196

4% less funds holding

Funds holding: 673644 (-29)

12% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 127

30% less capital invested

Capital invested by funds: $18.8B → $13.1B (-$5.66B)

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $304M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
644
Holders Change
-29
Holders Change %
-4.31%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
112
Increased
263
Reduced
196
Closed
127
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
251
Peloton Wealth Strategists
Indiana
$1.92M +$238K +959 +13%
SOADOR
252
State of Alaska Department of Revenue
Alaska
$1.9M +$17.4K +70 +0.9%
BCI
253
Brinker Capital Investments
Pennsylvania
$1.81M -$65.8K -265 -3%
TAM
254
Tocqueville Asset Management
New York
$1.78M +$203K +818 +12%
PWLP
255
Prio Wealth Limited Partnership
Massachusetts
$1.75M -$47.9K -193 -2%
AWCI
256
Alpine Woods Capital Investors
New York
$1.75M
WTC
257
WhitTier Trust Company
Nevada
$1.72M -$1.47M -5,928 -44%
PFO
258
Pathstone Family Office
New Jersey
$1.69M +$96.6K +389 +5%
Luther King Capital Management (LKCM)
259
Luther King Capital Management (LKCM)
Texas
$1.64M -$1.84M -7,426 -51%
CNB
260
Czech National Bank
Czech Republic
$1.59M +$12.9K +52 +0.8%
Tudor Investment Corp
261
Tudor Investment Corp
Connecticut
$1.57M -$1.02M -4,100 -37%
FA
262
Faithward Advisors
Pennsylvania
$1.54M -$888K -3,574 -35%
NLGIA
263
Nippon Life Global Investors Americas
New York
$1.54M +$854K +3,440 +106%
NONA
264
Ninety One North America
New York
$1.53M +$11.7K +47 +0.7%
Teacher Retirement System of Texas
265
Teacher Retirement System of Texas
Texas
$1.53M -$445K -1,793 -21%
NG
266
NatWest Group
United Kingdom
$1.46M -$11.2K -45 -0.7%
EIM
267
Essex Investment Management
Massachusetts
$1.45M +$884K +3,558 +131%
QIM
268
Quantitative Investment Management
Virginia
$1.39M +$218K +876 +17%
GFA
269
Gifford Fong Associates
California
$1.38M
Mariner
270
Mariner
Kansas
$1.38M +$527K +2,123 +55%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$48.9K -197 -3%
Jacobs Levy Equity Management
272
Jacobs Levy Equity Management
New Jersey
$1.35M +$270K +1,088 +23%
SLAM
273
Swiss Life Asset Management
$1.35M -$383K -1,541 -21%
AP
274
Appleton Partners
Massachusetts
$1.32M -$2.82M -11,346 -66%
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$1.31M -$74K -298 -5%

SIVB Hedge Fund Activity: Q4 2022 in Review

644 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2022, worth a combined $13.1B — down 30% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of SIVB and 112 opened new positions — a net loss of 15 holders — while 196 trimmed existing stakes and 263 added.

The largest buyer was Invesco, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $844M sold.

  • 644 institutional investors held SVB Financial Group (SIVB) as of Q4 2022, down from 673 in Q3 2022.
  • Funds reported $13.1B of SVB Financial Group stock for Q4 2022, down 30% quarter-over-quarter.
  • 112 funds opened new SVB Financial Group positions in Q4 2022 and 127 closed out, a net change of -15 holders.
  • The largest SVB Financial Group buyer in Q4 2022 was Invesco, an estimated $265M added.
  • The largest SVB Financial Group seller in Q4 2022 was Capital International Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q4 2022.