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SIVB

SVB Financial Group

Delisted

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

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
276
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.4M +$300K +495 +7%
UIA
277
Ulland Investment Advisors
Minnesota
$4.39M +$4.77M +7,853 New
US Bancorp
278
US Bancorp
Minnesota
$4.38M +$868K +1,431 +22%
TPSF
279
Texas Permanent School Fund
Texas
$4.26M -$267K -440 -5%
AWCI
280
Alpine Woods Capital Investors
New York
$4.25M
BA
281
Bridgewater Associates
Connecticut
$4.21M -$1.77M -2,915 -28%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$4.12M +$110K +182 +3%
BCI
283
Brinker Capital Investments
Pennsylvania
$4.11M +$303K +500 +7%
PCM
284
Portolan Capital Management
Massachusetts
$4.04M -$2.21M -3,635 -34%
PI
285
Putnam Investments
Massachusetts
$3.91M -$3.24M -5,340 -43%
ACA
286
Aptus Capital Advisors
Alabama
$3.9M +$4.23M +6,970 New
American Century Companies
287
American Century Companies
Missouri
$3.87M +$391K +644 +10%
JSC
288
Jackson Square Capital
California
$3.83M -$1.23M -2,032 -23%
SLAM
289
Swiss Life Asset Management
$3.8M +$4.25K +7 +0.1%
VanEck Associates
290
VanEck Associates
New York
$3.62M +$385K +635 +11%
MCM
291
Maltese Capital Management
New York
$3.58M +$546K +900 +16%
NG
292
NatWest Group
United Kingdom
$3.53M +$3.83M +6,303 New
PWS
293
Peloton Wealth Strategists
Indiana
$3.52M -$75.9K -125 -2%
Creative Planning
294
Creative Planning
Kansas
$3.42M +$1.26M +2,069 +51%
ERWM
295
Elk River Wealth Management
Colorado
$3.4M +$2.68M +4,422 +268%
GFA
296
Gifford Fong Associates
California
$3.36M
BFA
297
Beaumont Financial Advisors
Massachusetts
$3.28M +$3.56M +5,864 New
Grantham, Mayo, Van Otterloo & Co (GMO)
298
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.27M +$436K +718 +14%
NLGIA
299
Nippon Life Global Investors Americas
New York
$3.22M -$109K -180 -3%
Two Sigma Advisers
300
Two Sigma Advisers
New York
$3.19M -$4.27M -7,030 -55%

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.