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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
VFA
501
Valeo Financial Advisors
Indiana
-$221K -961 Closed
WF
502
Welch & Forbes
Massachusetts
-$219K -950 Closed
QPWM
503
Quadrant Private Wealth Management
Pennsylvania
-$217K -944 Closed
SA
504
Syntax Advisors
New York
-$217K -942 Closed
VCG
505
Vantage Consulting Group
Virginia
-$217K -942 Closed
HPC
506
HM Payson & Co
Maine
-$214K -932 Closed
AWM
507
Axxcess Wealth Management
California
-$212K -922 Closed
SCI
508
S&CO Inc
Massachusetts
-$208K -904 Closed
SCM
509
SevenOneSeven Capital Management
Pennsylvania
-$206K -896 Closed
DGAM
510
Desjardins Global Asset Management
Quebec, Canada
-$204K -887 Closed
SC
511
Savant Capital
Illinois
-$204K -886 Closed
GT
512
Greenleaf Trust
Michigan
-$201K -873 Closed
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
-$194K -849 Closed
SDIC
514
South Dakota Investment Council
South Dakota
-$184K -800 Closed
AF
515
Advisornet Financial
Minnesota
-$183K -793 Closed
CPIG
516
Chicago Partners Investment Group
Illinois
-$256K -792 Closed
ASN
517
Advisory Services Network
Georgia
-$154K -670 Closed
SFFS
518
Stonehage Fleming Financial Services
Jersey
-$152K -661 Closed
MCC
519
Money Concepts Capital
Florida
-$148K -645 Closed
RG
520
Richelieu Gestion
France
-$148K -642 Closed
SOAMC
521
Spirit of America Management Corp
New York
-$138K -600 Closed
PCM
522
Peregrine Capital Management
Minnesota
-$138K -598 Closed
EI
523
Ellevest Inc
New York
-$127K -554 Closed
HIA
524
Harbor Investment Advisory
Maryland
-$116K -505 Closed
QCG
525
Quadrant Capital Group
Ohio
-$114K -494 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.