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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
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$1.93M -$60.7K -100 -3%
SG Americas Securities
352
SG Americas Securities
New York
$1.92M +$1.08M +1,780 +107%
GKWIM
353
Gerber Kawasaki Wealth & Investment Management
California
$1.92M -$2.97M -4,899 -59%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$1.92M
NO
355
Ninety One
South Africa
$1.91M +$941K +1,550 +86%
ECM
356
EagleClaw Capital Management
Massachusetts
$1.89M
Wealthfront Advisers
357
Wealthfront Advisers
California
$1.85M -$1.34M -2,203 -40%
SIA
358
Sit Investment Associates
Minnesota
$1.83M
SG
359
Stonnington Group
California
$1.82M +$486K +800 +29%
OAM
360
Oppenheimer Asset Management
New York
$1.82M +$303K +500 +18%
GAM
361
Gotham Asset Management
New York
$1.79M -$1.63M -2,691 -46%
CS
362
Candriam SCA
Luxembourg
$1.78M -$33.4K -55 -2%
QT
363
Quantbot Technologies
New York
$1.78M -$3.64M -6,004 -65%
BSW
364
Buckingham Strategic Wealth
Missouri
$1.77M -$4.86K -8 -0.3%
LSA
365
L & S Advisors
California
$1.74M -$502K -827 -21%
GW
366
GW & Wade
Massachusetts
$1.74M +$4.25K +7 +0.2%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$1.74M -$104K -172 -5%
MMPW
368
Mitchell McLeod Pugh & Williams
Alabama
$1.7M
SP
369
Symmetry Partners
Connecticut
$1.69M
SACTSONJ
370
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.68M
SOAMC
371
Spirit of America Management Corp
New York
$1.66M +$91K +150 +5%
JSL
372
JT Stratford LLC
Georgia
$1.65M +$77.1K +127 +4%
MML Investors Services
373
MML Investors Services
Massachusetts
$1.65M +$356K +586 +25%
PFO
374
Pathstone Family Office
New Jersey
$1.64M -$77.1K -127 -4%
SIC
375
Salem Investment Counselors
North Carolina
$1.62M -$118K -194 -6%

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.