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SIVB

SVB Financial Group

Delisted

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

87 hedge funds and large institutions have $977K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 556 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

86% less funds holding

Funds holding: 64487 (-557)

98% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 556

100% less capital invested

Capital invested by funds: $13.1B → $977K (-$13.1B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
87
Holders Change
-557
Holders Change %
-86.49%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
29
Closed
556
Calls
$77K
Puts
Net Calls
+$77K
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
-$1.95M -8,456 Closed
TPSF
302
Texas Permanent School Fund
Texas
-$1.93M -8,398 Closed
BIC
303
Beach Investment Counsel
Pennsylvania
-$1.92M -8,345 Closed
PWS
304
Peloton Wealth Strategists
Indiana
-$1.92M -8,329 Closed
SOADOR
305
State of Alaska Department of Revenue
Alaska
-$1.9M -8,270 Closed
PFO
306
Pathstone Family Office
New Jersey
-$1.69M -7,902 Closed
BCI
307
Brinker Capital Investments
Pennsylvania
-$1.81M -7,882 Closed
TAM
308
Tocqueville Asset Management
New York
-$1.78M -7,715 Closed
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
-$1.75M -7,601 Closed
AWCI
310
Alpine Woods Capital Investors
New York
-$1.75M -7,600 Closed
WTC
311
WhitTier Trust Company
Nevada
-$1.72M -7,494 Closed
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
-$1.64M -7,121 Closed
CNB
313
Czech National Bank
Czech Republic
-$1.59M -6,918 Closed
FA
314
Faithward Advisors
Pennsylvania
-$1.54M -6,693 Closed
NLGIA
315
Nippon Life Global Investors Americas
New York
-$1.54M -6,690 Closed
NONA
316
Ninety One North America
New York
-$1.53M -6,642 Closed
Teacher Retirement System of Texas
317
Teacher Retirement System of Texas
Texas
-$1.53M -6,635 Closed
NG
318
NatWest Group
United Kingdom
-$1.46M -6,333 Closed
EIM
319
Essex Investment Management
Massachusetts
-$1.45M -6,284 Closed
QIM
320
Quantitative Investment Management
Virginia
-$1.39M -6,039 Closed
Mariner
321
Mariner
Kansas
-$1.38M -5,978 Closed
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
-$1.36M -5,912 Closed
Jacobs Levy Equity Management
323
Jacobs Levy Equity Management
New Jersey
-$1.35M -5,876 Closed
SLAM
324
Swiss Life Asset Management
-$1.35M -5,847 Closed
AP
325
Appleton Partners
Massachusetts
-$1.32M -5,751 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2023, worth a combined $977K — down 100% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 556 funds closed out of SIVB and 10 opened new positions — a net loss of 546 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.53B sold.

  • 87 institutional investors held SVB Financial Group (SIVB) as of Q1 2023, down from 644 in Q4 2022.
  • Funds reported $977K of SVB Financial Group stock for Q1 2023, down 100% quarter-over-quarter.
  • 10 funds opened new SVB Financial Group positions in Q1 2023 and 556 closed out, a net change of -546 holders.
  • The largest SVB Financial Group buyer in Q1 2023 was Basswood Capital Management, an estimated $17.7M added.
  • The largest SVB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2023.