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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
DG
426
DMC Group
Alabama
-$432K -1,920 Closed
DIA
427
Dana Investment Advisors
Wisconsin
-$442K -1,919 Closed
CCI
428
Credit Capital Investments
New Jersey
-$437K -1,900 Closed
FB
429
Fulton Bank
Pennsylvania
-$427K -1,857 Closed
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
-$426K -1,852 Closed
William Blair & Company
431
William Blair & Company
Illinois
-$426K -1,852 Closed
PFG
432
PAX Financial Group
Texas
-$424K -1,843 Closed
RCAG
433
Rehmann Capital Advisory Group
Michigan
-$422K -1,832 Closed
MBT
434
Montecito Bank & Trust
California
-$418K -1,816 Closed
MML Investors Services
435
MML Investors Services
Massachusetts
-$408K -1,774 Closed
API
436
Advisor Partners II
California
-$408K -1,773 Closed
BOM
437
Bank of Marin
California
-$408K -1,772 Closed
TCM
438
Teza Capital Management
Illinois
-$407K -1,769 Closed
FAM
439
Fred Alger Management
New York
-$402K -1,747 Closed
HW
440
Hancock Whitney
Mississippi
-$398K -1,731 Closed
CCM
441
Coldstream Capital Management
Washington
-$376K -1,633 Closed
BFG
442
Bleakley Financial Group
New Jersey
-$375K -1,629 Closed
SCM
443
Stevens Capital Management
Pennsylvania
-$374K -1,625 Closed
PAS
444
Park Avenue Securities
New York
-$373K -1,621 Closed
BBHC
445
Brown Brothers Harriman & Co
New York
-$364K -1,582 Closed
VIM
446
VELA Investment Management
Ohio
-$359K -1,561 Closed
MBTD
447
Mechanics Bank - Trust Department
California
-$356K -1,547 Closed
KAS
448
Kestra Advisory Services
Texas
-$356K -1,546 Closed
LWM
449
Lyell Wealth Management
California
-$349K -1,515 Closed
TCOO
450
Trust Company of Oklahoma
Oklahoma
-$348K -1,512 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.