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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
Cetera Investment Advisers
401
Cetera Investment Advisers
Illinois
-$592K -2,573 Closed
FHA
402
Flagship Harbor Advisors
Massachusetts
-$580K -2,521 Closed
ACM
403
Aquatic Capital Management
Illinois
-$575K -2,500 Closed
SG
404
Stonnington Group
California
-$632K -2,500 Closed
JFG
405
Jefferies Financial Group
New York
-$563K -2,445 Closed
CIM
406
CIM Investment Management
Pennsylvania
-$557K -2,420 Closed
KeyBank National Association
407
KeyBank National Association
Ohio
-$552K -2,399 Closed
SIC
408
Salem Investment Counselors
North Carolina
-$551K -2,395 Closed
AF
409
Allworth Financial
California
-$548K -2,382 Closed
CW
410
Connectus Wealth
Ohio
-$548K -2,380 Closed
HCP
411
Holt Capital Partners
Texas
-$542K -2,355 Closed
IMRF
412
Illinois Municipal Retirement Fund
Illinois
-$518K -2,251 Closed
CAN
413
Cetera Advisor Networks
California
-$513K -2,227 Closed
CIBC World Market
414
CIBC World Market
Ontario, Canada
-$506K -2,199 Closed
BAM
415
Byrne Asset Management
New Jersey
-$504K -2,189 Closed
KF
416
Krilogy Financial
Missouri
-$502K -2,183 Closed
AA
417
ALPS Advisors
Colorado
-$495K -2,150 Closed
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$487K -2,117 Closed
KFC
419
Klingenstein Fields & Co
New York
-$483K -2,100 Closed
AWM
420
AE Wealth Management
Kansas
-$481K -2,091 Closed
KIA
421
Knollwood Investment Advisory
Maryland
-$476K -2,070 Closed
BWP
422
BSW Wealth Partners
Colorado
-$472K -2,053 Closed
CCM
423
CAAS Capital Management
New York
-$460K -2,000 Closed
FTDI
424
First Trust Direct Indexing
Massachusetts
-$455K -1,978 Closed
BPA
425
Beacon Pointe Advisors
California
-$451K -1,958 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.