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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
501
Beacon Investment Advisory Services
New Jersey
$527K
JIC
502
Johnson Investment Counsel
Ohio
$525K -$9.1K -15 -2%
MC
503
Moors & Cabot
Massachusetts
$520K -$188K -310 -25%
VI
504
Vestcor Inc
New Brunswick, Canada
$520K +$124K +205 +28%
MGP
505
Metis Global Partners
California
$520K +$253K +417 +81%
AT
506
American Trust
Kentucky
$519K -$31.6K -52 -5%
CCM
507
Coldstream Capital Management
Washington
$516K -$8.5K -14 -1%
SCI
508
S&CO Inc
Massachusetts
$515K -$112K -185 -17%
BBHC
509
Brown Brothers Harriman & Co
New York
$513K +$140K +230 +33%
BL
510
Balentine LLC
Georgia
$510K +$372K +613 +205%
MIM
511
Moseley Investment Management
Florida
$509K -$227K -374 -29%
IRF
512
IBM Retirement Fund
New York
$507K -$21.8K -36 -4%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$495K
SCM
514
SevenOneSeven Capital Management
Pennsylvania
$495K -$7.28K -12 -1%
BC
515
Bartlett & Co
Ohio
$495K
S
516
SignatureFD
Georgia
$493K -$94.1K -155 -15%
CWP
517
CFM Wealth Partners
Texas
$492K +$533K +879 New
SC
518
Savant Capital
Illinois
$488K -$18.8K -31 -3%
WFA
519
WMG Financial Advisors
Tennessee
$483K -$91K -150 -15%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$482K -$675K -1,112 -56%
CAMG
521
CWA Asset Management Group
Florida
$478K -$171K -281 -25%
FI
522
Fractal Investments
Connecticut
$476K -$607 -1 -0.1%
GDP
523
Great Diamond Partners
Maine
$476K +$3.04K +5 +0.6%
MAM
524
Meeder Asset Management
Ohio
$468K +$85.6K +141 +20%
PMA
525
Prudent Man Advisors
Illinois
$465K -$17K -28 -3%

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.