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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
CTA
476
Chesley Taft & Associates
Illinois
-$253K -1,099 Closed
LNWWM
477
Laird Norton Wetherby Wealth Management
California
-$252K -1,093 Closed
ACI
478
Alpha Cubed Investments
California
-$251K -1,090 Closed
EA
479
Emerald Advisers
Pennsylvania
-$244K -1,061 Closed
SCA
480
Snowden Capital Advisors
New York
-$244K -1,060 Closed
BMSSC
481
B. Metzler seel. Sohn & Co
Germany
-$244K -1,059 Closed
GIA
482
Gateway Investment Advisers
Ohio
-$242K -1,052 Closed
SP
483
Symmetry Partners
Connecticut
-$240K -1,045 Closed
MCC
484
Malaga Cove Capital
California
-$238K -1,035 Closed
SF
485
Synovus Financial
Georgia
-$237K -1,030 Closed
AWM
486
Apollon Wealth Management
South Carolina
-$235K -1,023 Closed
WPC
487
Wedmont Private Capital
Pennsylvania
-$250K -1,017 Closed
GDP
488
Great Diamond Partners
Maine
-$234K -1,016 Closed
O
489
Ossiam
France
-$233K -1,014 Closed
PP
490
Paloma Partners
Connecticut
-$231K -1,002 Closed
SCA
491
Summit Creek Advisors
Minnesota
-$231K -1,002 Closed
Vontobel Holding
492
Vontobel Holding
Switzerland
-$217K -1,002 Closed
B
493
Bailard
California
-$230K -1,000 Closed
IIM
494
Intact Investment Management
Quebec, Canada
-$230K -1,000 Closed
PVH
495
Psagot Value Holdings
Israel
-$230K -1,000 Closed
PWM
496
Perigon Wealth Management
California
-$228K -989 Closed
BIAS
497
Beacon Investment Advisory Services
New Jersey
-$224K -975 Closed
TSS
498
Two Sigma Securities
New York
-$224K -974 Closed
EWA
499
EP Wealth Advisors
California
-$223K -969 Closed
KTC
500
Kistler-Tiffany Companies
Pennsylvania
-$221K -961 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,276 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.