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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
AQR Capital Management
376
AQR Capital Management
Connecticut
-$798K -3,468 Closed
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
-$787K -3,419 Closed
Allspring Global Investments
378
Allspring Global Investments
North Carolina
-$785K -3,413 Closed
RMC
379
Resources Management Corp
Connecticut
-$768K -3,339 Closed
AC
380
AXQ Capital
New Jersey
-$754K -3,277 Closed
AA
381
Altman Advisors
Illinois
-$833K -3,265 Closed
JGC
382
J. Goldman & Co
New York
-$750K -3,261 Closed
BSW
383
Buckingham Strategic Wealth
Missouri
-$746K -3,240 Closed
ECM
384
EagleClaw Capital Management
Massachusetts
-$745K -3,239 Closed
OAM
385
Oppenheimer Asset Management
New York
-$745K -3,236 Closed
CIP
386
Chartwell Investment Partners
Pennsylvania
-$744K -3,231 Closed
WPC
387
White Pine Capital
Minnesota
-$737K -3,202 Closed
Macquarie Group
388
Macquarie Group
Australia
-$732K -3,179 Closed
NB
389
Norinchukin Bank
Japan
-$716K -3,113 Closed
MMPW
390
Mitchell McLeod Pugh & Williams
Alabama
-$699K -3,038 Closed
First Manhattan
391
First Manhattan
New York
-$694K -3,014 Closed
SACTSONJ
392
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$690K -3,000 Closed
BFO
393
Boston Family Office
Massachusetts
-$689K -2,993 Closed
M&T Bank
394
M&T Bank
New York
-$660K -2,866 Closed
MGP
395
Metis Global Partners
California
-$651K -2,827 Closed
QCM
396
Quantinno Capital Management
New York
-$648K -2,816 Closed
QT
397
Quantamental Technologies
New York
-$644K -2,799 Closed
CGH
398
Crossmark Global Holdings
Texas
-$618K -2,683 Closed
Janney Montgomery Scott
399
Janney Montgomery Scott
Pennsylvania
-$616K -2,677 Closed
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
-$599K -2,601 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.