We are live on ! Find out more
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
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
-$982K -4,269 Closed
Cerity Partners
352
Cerity Partners
New York
-$977K -4,247 Closed
VPIM
353
Vanguard Personalized Indexing Management
California
-$972K -4,222 Closed
GW
354
GW & Wade
Massachusetts
-$950K -4,128 Closed
HF
355
HRT Financial
New York
-$939K -4,082 Closed
HighTower Advisors
356
HighTower Advisors
Illinois
-$934K -4,057 Closed
Daiwa Securities Group
357
Daiwa Securities Group
Japan
-$932K -4,050 Closed
PP
358
Prudential plc
United Kingdom
-$905K -3,932 Closed
CB
359
Commerce Bank
Missouri
-$905K -3,931 Closed
EI
360
Ethic Inc
New York
-$881K -3,829 Closed
LSERS
361
Louisiana State Employees Retirement System
Louisiana
-$875K -3,800 Closed
SLI
362
Sumitomo Life Insurance
Japan
-$872K -3,791 Closed
CS
363
Candriam SCA
Luxembourg
-$854K -3,709 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
364
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$843K -3,664 Closed
Marshall Wace
365
Marshall Wace
United Kingdom
-$840K -3,649 Closed
RIG
366
Ramiah Investment Group
Wisconsin
-$839K -3,647 Closed
ACM
367
Ashford Capital Management
Delaware
-$837K -3,637 Closed
DT
368
Diversified Trust
Tennessee
-$833K -3,619 Closed
KA
369
Kintegral Advisory
New York
-$832K -3,614 Closed
WB
370
WesBanco Bank
West Virginia
-$831K -3,611 Closed
GI
371
GAMCO Investors
Connecticut
-$829K -3,602 Closed
CIC
372
Cornercap Investment Counsel
Georgia
-$826K -3,591 Closed
Wealthfront Advisers
373
Wealthfront Advisers
California
-$824K -3,580 Closed
BL
374
Balentine LLC
Georgia
-$813K -3,534 Closed
TCM
375
Triumph Capital Management
Colorado
-$812K -3,528 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.