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SIVB

SVB Financial Group
SIVB

Delisted

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

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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: 644 → 87 (-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: 4 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$17.7M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$9.73M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.6M
4
BBA
Baader Bank Aktiengesellschaft
Germany
+$4.69M
5
SW
SVB Wealth
Massachusetts
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.53B
2
BlackRock
BlackRock
New York
-$1.1B
3
State Street
State Street
Massachusetts
-$709M
4
JP Morgan Chase
JP Morgan Chase
New York
-$705M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
-$606M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
– -$1.31M -5,694 Closed
QT
327
Quantbot Technologies
New York
– -$1.31M -5,681 Closed
EWA
328
Exencial Wealth Advisors
Oklahoma
– -$1.25M -5,412 Closed
WCA
329
Waratah Capital Advisors
Ontario, Canada
– -$1.23M -5,366 Closed
Parallax Volatility Advisers
330
Parallax Volatility Advisers
California
– -$1.23M -5,337 Closed
IAIM
331
Industrial Alliance Investment Management
Quebec, Canada
– -$1.19M -5,190 Closed
Creative Planning
332
Creative Planning
Kansas
– -$1.19M -5,184 Closed
CM
333
Crestline Management
Texas
– -$1.15M -5,000 Closed
UM
334
Ulysses Management
New York
– -$1.15M -5,000 Closed
SIA
335
Sit Investment Associates
Minnesota
– -$1.13M -4,925 Closed
PAM
336
Panagora Asset Management
Massachusetts
– -$1.11M -4,832 Closed
SAM
337
Securian Asset Management
Minnesota
– -$1.11M -4,830 Closed
LSA
338
L & S Advisors
California
– -$1.11M -4,827 Closed
Schroder Investment Management Group
339
Schroder Investment Management Group
United Kingdom
– -$1.09M -4,753 Closed
JF
340
Jump Financial
Illinois
– -$1.09M -4,742 Closed
KRS
341
Kentucky Retirement Systems
Kentucky
– -$1.07M -4,645 Closed
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
– -$1.06M -4,597 Closed
MTIM
343
Marathon Trading Investment Management
Pennsylvania
– -$1.04M -4,533 Closed
MSRPS
344
Maryland State Retirement & Pension System
Maryland
– -$1.04M -4,518 Closed
US Bancorp
345
US Bancorp
Minnesota
– -$1.04M -4,501 Closed
BJL
346
Brighton Jones LLC
Washington
– -$1.03M -4,488 Closed
MP
347
MSD Partners
New York
– -$1.02M -4,438 Closed
Cambridge Investment Research Advisors
348
Cambridge Investment Research Advisors
Iowa
– -$1.02M -4,427 Closed
AAM
349
Advisors Asset Management
Colorado
– -$1.02M -4,422 Closed
SCP
350
Stamos Capital Partners
California
– -$983K -4,270 Closed
12 13
14
15 16

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.