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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
LNC
426
Lincoln National Corp
Pennsylvania
$300K +$76.3K +307 +31%
BBVA
427
Banco Bilbao Vizcaya Argentaria
Spain
$298K +$248 +1 +0.1%
EMG
428
ETF Managers Group
New Jersey
$293K +$11.4K +46 +4%
TMAM
429
Tokio Marine Asset Management
Japan
$291K +$48.2K +194 +18%
BRWA
430
B. Riley Wealth Advisors
Florida
$282K -$12.7K -51 -4%
APP
431
Alpha Paradigm Partners
Illinois
$278K
AC
432
Allstate Corporation
Illinois
$276K -$199K -800 -40%
AIM
433
Allstate Investment Management
Illinois
$276K +$298K +1,201 New
IAS
434
Insigneo Advisory Services
Florida
$272K +$293K +1,181 New
PMA
435
Prudent Man Advisors
Illinois
$265K +$79K +318 +38%
IIM
436
INTECH Investment Management
Florida
$259K -$199K -801 -42%
PA
437
Profund Advisors
Maryland
$259K +$8.69K +35 +3%
CPIG
438
Chicago Partners Investment Group
Illinois
$256K +$197K +792 New
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$255K +$155K +625 +129%
CTA
440
Chesley Taft & Associates
Illinois
$253K -$396K -1,595 -59%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$252K +$271K +1,093 New
ACI
442
Alpha Cubed Investments
California
$251K
WPC
443
Wedmont Private Capital
Pennsylvania
$250K +$253K +1,017 New
EA
444
Emerald Advisers
Pennsylvania
$244K -$291K -1,172 -52%
SCA
445
Snowden Capital Advisors
New York
$244K -$14.2K -57 -5%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$244K -$369K -1,486 -58%
GIA
447
Gateway Investment Advisers
Ohio
$242K +$45.5K +183 +21%
SP
448
Symmetry Partners
Connecticut
$240K -$181K -729 -41%
MCC
449
Malaga Cove Capital
California
$238K +$108K +436 +73%
SF
450
Synovus Financial
Georgia
$237K +$103K +414 +67%

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.