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SIVB

SVB Financial Group

Delisted

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

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
Hohimer Wealth Management
Washington
$1.24M -$10.3K -17 -0.8%
CMANY
402
Capital Management Associates (New York)
New York
$1.23M -$607K -1,000 -31%
DCM
403
Davidson Capital Management
Texas
$1.23M -$46.7K -77 -3%
EGM
404
Engineers Gate Manager
New York
$1.18M -$3.14M -5,167 -71%
KFC
405
Klingenstein Fields & Co
New York
$1.18M
BFC
406
Banc Funds Company
Illinois
$1.13M -$4.52M -7,440 -79%
Lazard Asset Management
407
Lazard Asset Management
New York
$1.1M +$1.13M +1,869 +1,850%
RC
408
RegentAtlantic Capital
New Jersey
$1.09M +$213K +351 +22%
SI
409
Stephens Inc
Arkansas
$1.07M +$97.7K +161 +9%
AG
410
AIA Group
Hong Kong
$1.07M +$569K +937 +96%
AA
411
Altman Advisors
Illinois
$1.07M +$185K +304 +19%
AP
412
Advisor Partners
California
$1.05M +$14K +23 +1%
BCM
413
Bayesian Capital Management
New York
$1.05M +$1.14M +1,871 New
RCAG
414
Rehmann Capital Advisory Group
Michigan
$1.04M +$4.86K +8 +0.4%
MBT
415
Montecito Bank & Trust
California
$1.02M
Parallax Volatility Advisers
416
Parallax Volatility Advisers
California
$1M -$1.36M -2,233 -55%
SA
417
Shilanski & Associates
Alaska
$1M +$51K +84 +5%
AWM
418
Avitas Wealth Management
California
$998K +$1.08M +1,784 New
TAM
419
Tocqueville Asset Management
New York
$997K
GGS
420
Galvin Gaustad & Stein
Arizona
$976K +$376K +620 +55%
HW
421
Hancock Whitney
Mississippi
$970K -$40.1K -66 -4%
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$970K +$103K +169 +11%
BPC
423
Banque Pictet & Cie
Switzerland
$969K -$2.72M -4,484 -72%
SCA
424
Snowden Capital Advisors
New York
$964K +$289K +476 +38%
MWM
425
MorganRosel Wealth Management
Colorado
$962K +$50.4K +83 +5%

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.