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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
SS
451
Sunbelt Securities
Texas
-$342K -1,485 Closed
TIAM
452
TT International Asset Management
United Kingdom
-$340K -1,478 Closed
BP
453
Ballentine Partners
Massachusetts
-$336K -1,461 Closed
MWM
454
Modera Wealth Management
New Jersey
-$335K -1,455 Closed
EF
455
Empirical Finance
Pennsylvania
-$334K -1,453 Closed
CCFP
456
Charles Carroll Financial Partners
Massachusetts
-$334K -1,450 Closed
Verition Fund Management
457
Verition Fund Management
Connecticut
-$327K -1,422 Closed
NA
458
NewEdge Advisors
Louisiana
-$324K -1,414 Closed
PI
459
PEAK6 Investments
Illinois
-$325K -1,412 Closed
SFG
460
Synergy Financial Group
California
-$324K -1,409 Closed
VI
461
Vestcor Inc
New Brunswick, Canada
-$322K -1,401 Closed
MWM
462
Mission Wealth Management
California
-$316K -1,374 Closed
S
463
SignatureFD
Georgia
-$310K -1,345 Closed
FF
464
Fluent Financial
Texas
-$308K -1,340 Closed
LNC
465
Lincoln National Corp
Pennsylvania
-$300K -1,303 Closed
BBVA
466
Banco Bilbao Vizcaya Argentaria
Spain
-$298K -1,296 Closed
EMG
467
ETF Managers Group
New Jersey
-$293K -1,271 Closed
TMAM
468
Tokio Marine Asset Management
Japan
-$291K -1,264 Closed
BRWA
469
B. Riley Wealth Advisors
Florida
-$282K -1,224 Closed
AC
470
Allstate Corporation
Illinois
-$276K -1,201 Closed
IAS
471
Insigneo Advisory Services
Florida
-$272K -1,181 Closed
PMA
472
Prudent Man Advisors
Illinois
-$265K -1,150 Closed
IIM
473
INTECH Investment Management
Florida
-$259K -1,126 Closed
PA
474
Profund Advisors
Maryland
-$259K -1,126 Closed
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
-$255K -1,110 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.