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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
KIA
376
Knollwood Investment Advisory
Maryland
$476K +$514K +2,070 New
BWP
377
BSW Wealth Partners
Colorado
$472K +$165K +666 +48%
CCM
378
CAAS Capital Management
New York
$460K +$497K +2,000 New
FTDI
379
First Trust Direct Indexing
Massachusetts
$455K +$491K +1,978 New
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$452K -$6.52M -26,257 -93%
BPA
381
Beacon Pointe Advisors
California
$451K -$58.1K -234 -11%
DIA
382
Dana Investment Advisors
Wisconsin
$442K +$147K +593 +45%
CCI
383
Credit Capital Investments
New Jersey
$437K +$248K +1,000 +111%
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$432K -$3.19M -12,830 -87%
CT
385
Cambridge Trust
Massachusetts
$432K -$71.5K -288 -13%
DG
386
DMC Group
Alabama
$432K +$69.3K +279 +17%
FB
387
Fulton Bank
Pennsylvania
$427K +$25.8K +104 +6%
William Blair & Company
388
William Blair & Company
Illinois
$426K -$162K -653 -26%
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$426K -$85K -342 -16%
PFG
390
PAX Financial Group
Texas
$424K +$66.8K +269 +17%
RCAG
391
Rehmann Capital Advisory Group
Michigan
$422K +$3.48K +14 +0.8%
MBT
392
Montecito Bank & Trust
California
$418K
API
393
Advisor Partners II
California
$408K +$40.5K +163 +10%
MML Investors Services
394
MML Investors Services
Massachusetts
$408K -$88.7K -357 -17%
BOM
395
Bank of Marin
California
$408K +$77K +310 +21%
TCM
396
Teza Capital Management
Illinois
$407K +$439K +1,769 New
FAM
397
Fred Alger Management
New York
$402K -$4.51M -18,150 -91%
HW
398
Hancock Whitney
Mississippi
$398K -$248 -1 -0.1%
CCM
399
Coldstream Capital Management
Washington
$376K +$406K +1,633 New
BFG
400
Bleakley Financial Group
New Jersey
$375K +$405K +1,629 New

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.