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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
Bank of America
26
Bank of America
North Carolina
$121M +$4.22M +16,987 +3%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$120M +$130M +523,154 New
Fisher Asset Management
28
Fisher Asset Management
Washington
$114M -$1.11M -4,484 -0.9%
Two Sigma Investments
29
Two Sigma Investments
New York
$112M +$121M +485,620 New
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$109M +$13.6M +54,625 +12%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$105M -$4.87M -19,610 -4%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$102M +$49.1M +197,649 +80%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$102M -$7.71M -31,032 -7%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$100M +$5.6M +22,562 +5%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$95.1M +$68.6M +276,332 +202%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$91M +$11.2M +44,959 +13%
Diamond Hill Capital Management
37
Diamond Hill Capital Management
Ohio
$89M -$142M -570,021 -60%
Legal & General Group
38
Legal & General Group
United Kingdom
$81.2M -$5.29M -21,307 -6%
SSM
39
Sound Shore Management
Connecticut
$79.7M +$24.4M +98,156 +40%
UBS AM
40
UBS AM
Illinois
$77.3M +$11.7M +47,204 +16%
Charles Schwab
41
Charles Schwab
California
$74.5M +$3.74M +15,041 +5%
American Century Companies
42
American Century Companies
Missouri
$73M +$31.4M +126,459 +66%
SP
43
Sarasin & Partners
United Kingdom
$59.9M +$1.68M +6,755 +3%
Amundi
44
Amundi
France
$59.9M +$20.8M +83,692 +55%
ACL
45
Azora Capital LP
Florida
$56.6M +$40.7M +163,742 +200%
SEI Investments
46
SEI Investments
Pennsylvania
$55M +$16.1M +64,974 +37%
FCM
47
Frontier Capital Management
Massachusetts
$52.6M +$9.96M +40,102 +21%
N
48
Nuveen
North Carolina
$51.6M -$3.63M -14,594 -6%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$50.4M +$26.1M +104,934 +92%
PAMS
50
Pictet Asset Management (Switzerland)
Switzerland
$43.8M +$1.02M +4,121 +2%

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.