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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
QCM
351
Quantinno Capital Management
New York
$648K +$699K +2,816 New
QT
352
Quantamental Technologies
New York
$644K +$695K +2,799 New
SG
353
Stonnington Group
California
$632K
CGH
354
Crossmark Global Holdings
Texas
$618K -$2.48K -10 -0.4%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$616K -$107K -430 -14%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$599K +$59.4K +239 +10%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$592K +$425K +1,710 +198%
FHA
358
Flagship Harbor Advisors
Massachusetts
$580K +$366K +1,472 +140%
ACM
359
Aquatic Capital Management
Illinois
$575K +$621K +2,500 New
JFG
360
Jefferies Financial Group
New York
$563K +$607K +2,445 New
CIM
361
CIM Investment Management
Pennsylvania
$557K +$352K +1,419 +142%
KeyBank National Association
362
KeyBank National Association
Ohio
$552K +$268K +1,080 +82%
SIC
363
Salem Investment Counselors
North Carolina
$551K -$122K -490 -17%
AF
364
Allworth Financial
California
$548K -$283K -1,140 -32%
CW
365
Connectus Wealth
Ohio
$548K -$14.1M -56,722 -96%
HCP
366
Holt Capital Partners
Texas
$542K -$12.4K -50 -2%
IMRF
367
Illinois Municipal Retirement Fund
Illinois
$518K +$559K +2,251 New
CAN
368
Cetera Advisor Networks
California
$513K +$553K +2,227 New
CIBC World Market
369
CIBC World Market
Ontario, Canada
$506K -$3.97K -16 -0.7%
BAM
370
Byrne Asset Management
New Jersey
$504K +$98.6K +397 +22%
KF
371
Krilogy Financial
Missouri
$502K +$542K +2,183 New
AA
372
ALPS Advisors
Colorado
$495K -$69.5K -280 -12%
KRSITF
373
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$487K
KFC
374
Klingenstein Fields & Co
New York
$483K
AWM
375
AE Wealth Management
Kansas
$481K +$155K +624 +43%

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.