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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
376
Stamos Capital Partners
California
$702K +$841K +2,090 New
M&T Bank
377
M&T Bank
New York
$699K -$24.2K -60 -3%
Cerity Partners
378
Cerity Partners
New York
$690K +$377K +936 +84%
Millennium Management
379
Millennium Management
New York
$679K -$5.51M -13,686 -87%
AA
380
Altman Advisors
Illinois
$674K -$12.9K -32 -2%
AC
381
Allstate Corporation
Illinois
$672K -$68.4K -170 -8%
CCM
382
Community Capital Management
Florida
$663K +$90.6K +225 +13%
IIM
383
INTECH Investment Management
Florida
$647K +$118K +293 +18%
BFO
384
Boston Family Office
Massachusetts
$618K +$312K +775 +73%
RCAG
385
Rehmann Capital Advisory Group
Michigan
$610K -$18.9K -47 -3%
MBT
386
Montecito Bank & Trust
California
$610K
AG
387
AIA Group
Hong Kong
$603K +$23.3K +58 +3%
BAM
388
Byrne Asset Management
New Jersey
$602K +$685K +1,702 +1,891%
DT
389
Diversified Trust
Tennessee
$600K +$142K +354 +25%
SP
390
Symmetry Partners
Connecticut
$596K -$499K -1,240 -41%
FB
391
Fulton Bank
Pennsylvania
$588K +$41.5K +103 +6%
HW
392
Hancock Whitney
Mississippi
$582K +$805 +2 +0.1%
DG
393
DMC Group
Alabama
$582K +$35.4K +88 +6%
P8IP
394
Pier 88 Investment Partners
California
$562K -$739K -1,835 -52%
CCP
395
Corient Capital Partners
California
$547K
LP
396
LMR Partners
United Kingdom
$546K +$654K +1,626 New
SFG
397
Synergy Financial Group
California
$545K
MBTD
398
Mechanics Bank - Trust Department
California
$543K +$31.8K +79 +5%
API
399
Advisor Partners II
California
$541K +$648K +1,610 New
WF
400
Welch & Forbes
Massachusetts
$537K

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.