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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
MFA
526
Mayflower Financial Advisors
Massachusetts
$462K -$30.3K -50 -6%
IAN
527
Integrated Advisors Network
Texas
$448K -$14.6K -24 -3%
ECM
528
Everence Capital Management
Indiana
$448K
BCM
529
BTR Capital Management
California
$446K -$63.7K -105 -12%
BRWM
530
B. Riley Wealth Management
Tennessee
$443K -$9.71K -16 -2%
ETC
531
Exchange Traded Concepts
Oklahoma
$442K +$73.4K +121 +18%
CLOS
532
Compagnie Lombard Odier SCmA
Switzerland
$436K -$546K -900 -54%
ACM
533
AlphaCrest Capital Management
New York
$430K -$400K -659 -46%
AIP
534
Ameritas Investment Partners
Nebraska
$430K
MOS
535
MGO One Seven
Ohio
$427K -$44.9K -74 -9%
GIA
536
Gateway Investment Advisers
Ohio
$424K -$60.1K -99 -12%
DWM
537
Dakota Wealth Management
Florida
$422K -$6.07K -10 -1%
AAM
538
Aureus Asset Management
Massachusetts
$420K
LNC
539
Lincoln National Corp
Pennsylvania
$420K +$69.8K +115 +18%
WR
540
WD Rutherford
Oregon
$417K +$6.07K +10 +1%
TMAM
541
Tokio Marine Asset Management
Japan
$415K -$299K -492 -40%
HPC
542
HM Payson & Co
Maine
$412K +$354K +584 +382%
ALAM
543
Asahi Life Asset Management
Japan
$408K +$443K +730 New
FFM
544
Forum Financial Management
Illinois
$407K
VIM
545
VELA Investment Management
Ohio
$407K +$117K +192 +36%
HIA
546
Harbor Investment Advisory
Maryland
$403K +$437K +720 New
VF
547
Virtu Financial
New York
$402K +$436K +718 New
BFO
548
Boston Family Office
Massachusetts
$401K +$435K +716 New
DWT
549
Dorsey & Whitney Trust
South Dakota
$396K -$12.1K -20 -3%
Verition Fund Management
550
Verition Fund Management
Connecticut
$393K -$1.23M -2,022 -74%

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.