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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
SCM
401
Stevens Capital Management
Pennsylvania
$374K +$404K +1,625 New
PAS
402
Park Avenue Securities
New York
$373K +$22.1K +89 +6%
BBHC
403
Brown Brothers Harriman & Co
New York
$364K +$64.1K +258 +19%
VIM
404
VELA Investment Management
Ohio
$359K +$116K +469 +43%
MBTD
405
Mechanics Bank - Trust Department
California
$356K -$17.1K -69 -4%
KAS
406
Kestra Advisory Services
Texas
$356K +$90.2K +363 +31%
LWM
407
Lyell Wealth Management
California
$349K
TCOO
408
Trust Company of Oklahoma
Oklahoma
$348K +$376K +1,512 New
SS
409
Sunbelt Securities
Texas
$342K +$7.95K +32 +2%
TIAM
410
TT International Asset Management
United Kingdom
$340K +$367K +1,478 New
TRCT
411
Tower Research Capital (TRC)
New York
$339K -$1.14M -4,587 -76%
SAI
412
Systematic Alpha Investments
New Jersey
$338K
BP
413
Ballentine Partners
Massachusetts
$336K -$994 -4 -0.3%
MWM
414
Modera Wealth Management
New Jersey
$335K
EF
415
Empirical Finance
Pennsylvania
$334K +$31.3K +126 +9%
CCFP
416
Charles Carroll Financial Partners
Massachusetts
$334K -$37.3K -150 -9%
Verition Fund Management
417
Verition Fund Management
Connecticut
$327K +$353K +1,422 New
PI
418
PEAK6 Investments
Illinois
$325K +$350K +1,410 +70,500%
NA
419
NewEdge Advisors
Louisiana
$324K +$169K +679 +92%
SFG
420
Synergy Financial Group
California
$324K -$53.2K -214 -13%
AIM
421
Achmea Investment Management
Netherlands
$323K
VI
422
Vestcor Inc
New Brunswick, Canada
$322K +$3.73K +15 +1%
MWM
423
Mission Wealth Management
California
$316K -$46.9K -189 -12%
S
424
SignatureFD
Georgia
$310K +$129K +520 +63%
FF
425
Fluent Financial
Texas
$308K -$336K -1,353 -50%

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.