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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
MP
301
MSD Partners
New York
$1.02M
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$1.02M +$24.3K +98 +2%
AAM
303
Advisors Asset Management
Colorado
$1.02M +$391K +1,575 +55%
SCP
304
Stamos Capital Partners
California
$983K +$541K +2,180 +104%
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
$982K -$335K -1,347 -24%
Cerity Partners
306
Cerity Partners
New York
$977K +$544K +2,192 +107%
VPIM
307
Vanguard Personalized Indexing Management
California
$972K +$472K +1,899 +82%
GW
308
GW & Wade
Massachusetts
$950K +$20.4K +82 +2%
HF
309
HRT Financial
New York
$939K +$1.01M +4,082 New
HighTower Advisors
310
HighTower Advisors
Illinois
$934K -$66.6K -268 -6%
Daiwa Securities Group
311
Daiwa Securities Group
Japan
$932K -$84.5K -340 -8%
PP
312
Prudential plc
United Kingdom
$905K +$633K +2,548 +184%
CB
313
Commerce Bank
Missouri
$905K +$221K +889 +29%
EI
314
Ethic Inc
New York
$881K +$334K +1,345 +54%
LSERS
315
Louisiana State Employees Retirement System
Louisiana
$875K
SLI
316
Sumitomo Life Insurance
Japan
$872K -$36.5K -147 -4%
CS
317
Candriam SCA
Luxembourg
$854K -$3.97K -16 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$843K -$3.5M -14,098 -79%
Marshall Wace
319
Marshall Wace
United Kingdom
$840K +$906K +3,649 New
RIG
320
Ramiah Investment Group
Wisconsin
$839K +$386K +1,554 +74%
ACM
321
Ashford Capital Management
Delaware
$837K -$266K -1,071 -23%
DT
322
Diversified Trust
Tennessee
$833K +$455K +1,833 +103%
AA
323
Altman Advisors
Illinois
$833K +$312K +1,258 +63%
KA
324
Kintegral Advisory
New York
$832K +$216K +869 +32%
WB
325
WesBanco Bank
West Virginia
$831K +$897K +3,611 New

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.