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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
AWM
451
Apollon Wealth Management
South Carolina
$235K +$254K +1,023 New
GDP
452
Great Diamond Partners
Maine
$234K +$66.6K +268 +36%
O
453
Ossiam
France
$233K +$145K +585 +136%
SCA
454
Summit Creek Advisors
Minnesota
$231K +$2.24K +9 +0.9%
PP
455
Paloma Partners
Connecticut
$231K +$82.5K +332 +50%
B
456
Bailard
California
$230K -$53.2K -214 -18%
IIM
457
Intact Investment Management
Quebec, Canada
$230K
PVH
458
Psagot Value Holdings
Israel
$230K +$248K +1,000 New
HI
459
Horizon Investments
North Carolina
$229K +$96.6K +389 +64%
PWM
460
Perigon Wealth Management
California
$228K +$16.1K +65 +7%
BIAS
461
Beacon Investment Advisory Services
New Jersey
$224K +$7.95K +32 +3%
TSS
462
Two Sigma Securities
New York
$224K -$123K -496 -34%
EWA
463
EP Wealth Advisors
California
$223K +$241K +969 New
AIP
464
Ameritas Investment Partners
Nebraska
$223K -$1.47M -5,935 -89%
KTC
465
Kistler-Tiffany Companies
Pennsylvania
$221K +$182K +731 +318%
VFA
466
Valeo Financial Advisors
Indiana
$221K +$239K +961 New
WF
467
Welch & Forbes
Massachusetts
$219K -$161K -650 -41%
QPWM
468
Quadrant Private Wealth Management
Pennsylvania
$217K +$234K +944 New
Vontobel Holding
469
Vontobel Holding
Switzerland
$217K +$27.1K +109 +12%
SA
470
Syntax Advisors
New York
$217K +$234K +942 New
VCG
471
Vantage Consulting Group
Virginia
$217K +$234K +942 New
HPC
472
HM Payson & Co
Maine
$214K
AWM
473
Axxcess Wealth Management
California
$212K +$229K +922 New
Bessemer Group
474
Bessemer Group
New Jersey
$210K -$53.9K -217 -19%
SCI
475
S&CO Inc
Massachusetts
$208K

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.