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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
HNB
26
Huntington National Bank
Ohio
$1.51K -$834K -2,969 -64%
BC
27
BIT Capital
Germany
$1.36K +$422K +1,502 New
SAI
28
Systematic Alpha Investments
New Jersey
$1.33K
CT
29
Cambridge Trust
Massachusetts
$1.33K -$114K -407 -22%
CQS
30
Credential Qtrade Securities
$1.09K +$338K +1,205 New
AIM
31
Achmea Investment Management
Netherlands
$1K
BCV
32
Banque Cantonale Vaudoise
Switzerland
$1K
BC
33
Bartlett & Co
Ohio
$1K
Bessemer Group
34
Bessemer Group
New Jersey
$1K +$36.5K +130 +14%
JP Morgan Chase
35
JP Morgan Chase
New York
$919 -$705M -2,512,291 -100%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$801
MAM
37
Meeder Asset Management
Ohio
$722 +$224K +798 New
AIP
38
Ameritas Investment Partners
Nebraska
$684 +$1.4K +5 +0.7%
HI
39
Horizon Investments
North Carolina
$657 -$75K -267 -27%
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503 -$10.9K -39 -7%
LOIM
41
Liberty One Investment Management
Illinois
$454 +$18.8K +67 +15%
EWP
42
Elevation Wealth Partners
California
$453 +$140K +500 New
SPIA
43
Steward Partners Investment Advisory
New York
$395
GBT
44
Grove Bank & Trust
Florida
$270 +$5.05K +18 +6%
AA
45
Alta Advisers
United Kingdom
$181
PLU
46
Performa Ltd (US)
South Carolina
$154 +$47.7K +170 New
WAM
47
Worth Asset Management
Texas
$136
Pacer Advisors
48
Pacer Advisors
Pennsylvania
$129 -$511K -1,821 -93%
RTC
49
Riverview Trust Company
Washington
$117 -$35.4K -126 -49%
BONH
50
Bank of New Hampshire
New Hampshire
$91

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.