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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
QT
276
Quantbot Technologies
New York
$1.31M -$935K -3,763 -40%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M
EWA
278
Exencial Wealth Advisors
Oklahoma
$1.25M +$2.24K +9 +0.2%
WCA
279
Waratah Capital Advisors
Ontario, Canada
$1.23M +$1.33M +5,366 New
Parallax Volatility Advisers
280
Parallax Volatility Advisers
California
$1.23M -$807K -3,248 -38%
PIM
281
Perpetual Investment Management
Australia
$1.22M +$651K +2,619 +97%
MC
282
Mathes Company
New York
$1.2M -$57.6K -232 -4%
IAIM
283
Industrial Alliance Investment Management
Quebec, Canada
$1.19M +$7.45K +30 +0.6%
Creative Planning
284
Creative Planning
Kansas
$1.19M +$254K +1,024 +25%
WBC
285
Westpac Banking Corp
Australia
$1.18M +$27.3K +110 +2%
CM
286
Crestline Management
Texas
$1.15M +$1.24M +5,000 New
UM
287
Ulysses Management
New York
$1.15M +$1.24M +5,000 New
SIA
288
Sit Investment Associates
Minnesota
$1.13M
PAM
289
Panagora Asset Management
Massachusetts
$1.11M +$657K +2,646 +121%
SAM
290
Securian Asset Management
Minnesota
$1.11M -$39K -157 -3%
LSA
291
L & S Advisors
California
$1.11M +$1.2M +4,827 New
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$1.09M -$1.61M -6,471 -58%
JF
293
Jump Financial
Illinois
$1.09M -$2.8M -11,282 -70%
KRS
294
Kentucky Retirement Systems
Kentucky
$1.07M +$4.97K +20 +0.4%
HNB
295
Huntington National Bank
Ohio
$1.07M -$114K -458 -9%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$1.06M -$120K -484 -10%
MTIM
297
Marathon Trading Investment Management
Pennsylvania
$1.04M +$1.13M +4,533 New
MSRPS
298
Maryland State Retirement & Pension System
Maryland
$1.04M +$1.12M +4,518 New
US Bancorp
299
US Bancorp
Minnesota
$1.04M -$735K -2,961 -40%
BJL
300
Brighton Jones LLC
Washington
$1.03M +$12.2K +49 +1%

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.